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DFCF icon

Sutton Place Investors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Sutton Place Investors’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 		$7.35M Sell
174,096
-12,251
-7% -$523K 4.02% 5
2025
Q4 		$7.93M Buy
186,347
+7,031
+4% +$301K 4.35% 4
2025
Q3 		$7.67M Sell
179,316
-1,663
-0.9% -$70.5K 4.37% 4
2025
Q2 		$7.65M Sell
180,979
-8,814
-5% -$368K 4.6% 4
2025
Q1 		$7.98M Sell
189,793
-931
-0.5% -$38.8K 5.37% 4
2024
Q4 		$7.87M Buy
190,724
+1,285
+0.7% +$54.1K 4.56% 5
2024
Q3 		$8.18M Buy
189,439
+1,309
+0.7% +$55.8K 5% 3
2024
Q2 		$7.81M Buy
188,130
+1,205
+0.6% +$49.9K 5.2% 3
2024
Q1 		$7.84M Buy
186,925
+116,260
+165% +$4.88M 3.88% 3
2023
Q4 		$3M Buy
70,665
+7,363
+12% +$301K 2.17% 10
2023
Q3 		$2.56M Buy
63,302
+42,758
+208% +$1.76M 3.33% 9
2023
Q2 		$857K Buy
20,544
+11,561
+129% +$488K 1.19% 28
2023
Q1 		$382K Buy
8,983
+3,592
+67% +$152K 0.52% 42
2022
Q4 		$224K Sell
5,391
-990
-16% -$40.9K 0.32% 57
2022
Q3 		$261K Buy
6,381
+100
+2% +$4.34K 0.4% 50
2022
Q2 		$274K Buy
6,281
+690
+12% +$30.6K 0.4% 50
2022
Q1 		$248K Buy
5,591
+1,531
+38% +$73.5K 0.3% 67
2021
Q4 		$203K Buy
+4,060
New +$204K 0.23% 75

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