TCP Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

TCP Asset Management’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	$3.48M	Buy	82,516 +9,361	+13%	+$399K	0.45%	35
2025 Q4	$3.11M	Buy	73,155 +2,325	+3%	+$99.6K	0.52%	26
2025 Q3	$3.03M	Buy	70,830 +4,681	+7%	+$199K	0.54%	26
2025 Q2	$2.8M	Buy	66,149 +6,193	+10%	+$258K	0.55%	25
2025 Q1	$2.52M	Buy	59,956 +5,565	+10%	+$232K	0.56%	25
2024 Q4	$2.24M	Buy	54,391 +7,595	+16%	+$320K	0.5%	26
2024 Q3	$2.02M	Buy	46,796 +5,296	+13%	+$226K	0.47%	26
2024 Q2	$1.72M	Buy	41,500 +944	+2%	+$39.1K	0.44%	28
2024 Q1	$1.7M	Buy	40,556 +3,203	+9%	+$134K	0.45%	28
2023 Q4	$1.58M	Buy	37,353 +1,336	+4%	+$54.6K	0.59%	30
2023 Q3	$1.45M	Buy	36,017 +4,595	+15%	+$189K	0.62%	31
2023 Q2	$1.31M	Buy	31,422 +2,122	+7%	+$89.6K	0.56%	33
2023 Q1	$1.25M	Sell	29,300 -105,200	-78%	-$4.45M	0.69%	29
2022 Q4	$5.58M	Buy	+134,500	New	+$5.56M	4.36%	7

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return