SIS
DFCF icon

Strategic Investment Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Strategic Investment Solutions’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
Q2 		$5.4M Sell
128,058
-3,047
-2% -$129K 1.23% 18
2026
Q1 		$5.53M Sell
131,105
-3,185
-2% -$136K 1.34% 17
2025
Q4 		$5.72M Buy
134,290
+2,378
+2% +$102K 1.37% 17
2025
Q3 		$5.64M Sell
131,912
-10,144
-7% -$430K 1.49% 16
2025
Q2 		$6M Sell
142,056
-65,839
-32% -$2.75M 1.82% 13
2025
Q1 		$8.74M Buy
207,895
+50,495
+32% +$2.1M 2.54% 11
2024
Q4 		$6.54M Buy
157,400
+40,155
+34% +$1.69M 2.19% 13
2024
Q3 		$5.06M Buy
117,245
+14,811
+14% +$631K 1.52% 18
2024
Q2 		$4.33M Buy
+102,434
New +$4.24M 1.4% 18
2023
Q4 		$902K Sell
21,265
-826,765
-97% -$33.8M 0.16% 72
2023
Q3 		$35M Buy
848,030
+828,465
+4,234% +$34.2M 0.43% 43
2023
Q2 		$825K Sell
19,565
-28,712
-59% -$1.21M 0.17% 57
2023
Q1 		$2.05M Sell
48,277
-6,803
-12% -$288K 0.4% 46
2022
Q4 		$2.38M Buy
+55,080
New +$2.28M 1.17% 22

Other funds holding DFCF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return