SW
DFCF icon

Simplicity Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Simplicity Wealth’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Sell
83,885
-544
-0.6% -$23.2K 0.2% 111
2025
Q4 		$3.59M Sell
84,429
-42,417
-33% -$1.82M 0.21% 105
2025
Q3 		$5.42M Buy
126,846
+112,767
+801% +$4.78M 0.31% 73
2025
Q2 		$595K Sell
14,079
-109,306
-89% -$4.56M 0.02% 417
2025
Q1 		$5.19M Buy
123,385
+96,113
+352% +$4.01M 0.4% 50
2024
Q4 		$1.13M Sell
27,272
-492
-2% -$20.7K 0.23% 81
2024
Q3 		$1.2M Sell
27,764
-657
-2% -$28K 0.11% 166
2024
Q2 		$1.18M Buy
28,421
+2,679
+10% +$111K 0.03% 486
2024
Q1 		$1.08M Buy
+25,742
New +$1.08M 0.03% 497
2023
Q4 		– Sell
-5,528
Closed -$223K – 182
2023
Q3 		$223K Buy
+5,528
New +$228K 0.13% 82

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return