TH
DFCF icon

Team Hewins’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Team Hewins’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
Q1 		– Sell
-7,210
Closed -$298K – 37
2024
Q4 		$298K Sell
7,210
-11,302
-61% -$476K 0.12% 28
2024
Q3 		$800K Buy
+18,512
New +$789K 0.31% 15

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Team Hewins's DFCF Position: Q1 2025 in Review

Team Hewins sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 7,210 shares — an estimated $298K sold.

Team Hewins first reported a position in DFCF in Q3 2024 and held it in 2 quarters. The position peaked at $800K in Q3 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Team Hewins reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Team Hewins sold 7,210 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $298K.
  • Team Hewins first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Team Hewins's Dimensional Core Fixed Income ETF position peaked at $800K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Team Hewins's 13F filing for Q1 2025, filed 7 Jul 2025.