SXL
DFCF icon

Summit X LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Summit X LLC’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
Q3 		– Sell
-246,761
Closed -$10.4M – 53
2025
Q2 		$10.4M Sell
246,761
-2,390
-1% -$99.7K 1.94% 15
2025
Q1 		$10.5M Buy
249,151
+2,030
+0.8% +$84.6K 2.2% 11
2024
Q4 		$10.2M Buy
247,121
+76,897
+45% +$3.24M 2.26% 12
2024
Q3 		$7.07M Sell
170,224
-6,021
-3% -$257K 1.72% 14
2024
Q2 		$7.32M Sell
176,245
-52,696
-23% -$2.18M 1.64% 14
2024
Q1 		$9.6M Buy
+228,941
New +$9.61M 2.46% 9

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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Summit X LLC's DFCF Position: Q3 2025 in Review

Summit X LLC sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2025, closing a stake of 246,761 shares — an estimated $10.4M sold.

Summit X LLC first reported a position in DFCF in Q1 2024 and held it in 6 quarters. The position peaked at $10.5M in Q1 2025. 409 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Summit X LLC reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 246,761 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $10.4M.
  • Summit X LLC first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and held it in 6 quarters.
  • Summit X LLC's Dimensional Core Fixed Income ETF position peaked at $10.5M in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.