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

Strategic Wealth Investment Group’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
2025
Q4 		– Sell
-8,441
Closed -$361K – 105
2025
Q3 		$361K Buy
+8,441
New +$358K 0.03% 95

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Strategic Wealth Investment Group's DFCF Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2025, closing a stake of 8,441 shares — an estimated $361K sold.

Strategic Wealth Investment Group first reported a position in DFCF in Q3 2025 and held it in 1 quarter. The position peaked at $361K in Q3 2025. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 8,441 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $361K.
  • Strategic Wealth Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Dimensional Core Fixed Income ETF position peaked at $361K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.