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 Q3	$5.07M	Buy	126,423 +29,125	+30%	+$1.21M	0.57%	30
2026 Q2	$4.11M	Buy	97,298 +14,782	+18%	+$625K	0.47%	34
2026 Q1	$3.48M	Buy	82,516 +9,361	+13%	+$399K	0.45%	35
2025 Q4	$3.11M	Buy	73,155 +2,325	+3%	+$100K	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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

TCP Asset Management's DFCF Position: Q3 2026 in Review

TCP Asset Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 30% in Q3 2026, buying an estimated $1.21M and bringing the position to 126,423 shares worth $5.07M. The position accounts for 0.57% of the portfolio, ranked #30.

TCP Asset Management first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.58M in Q4 2022. 179 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

TCP Asset Management held 126,423 shares of Dimensional Core Fixed Income ETF worth $5.07M as of Q3 2026.
TCP Asset Management bought 29,125 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.21M.
Dimensional Core Fixed Income ETF made up 0.57% of TCP Asset Management's portfolio in Q3 2026, its #30 holding.
TCP Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
TCP Asset Management's Dimensional Core Fixed Income ETF position peaked at $5.58M in Q4 2022.
179 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.