TIM
DFCF icon

Tortoise Investment Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-504
Closed -$21.6K – 537
2025
Q3 		$21.6K Buy
504
+89
+21% +$3.77K ﹤0.01% 509
2025
Q2 		$17.5K Sell
415
-990
-70% -$41.3K ﹤0.01% 530
2025
Q1 		$59.1K Sell
1,405
-1,889
-57% -$78.7K 0.01% 350
2024
Q4 		$136K Buy
3,294
+134
+4% +$5.64K 0.01% 271
2024
Q3 		$136K Sell
3,160
-1,440
-31% -$61.4K 0.01% 272
2024
Q2 		$191K Sell
4,600
-1,077
-19% -$44.6K 0.02% 212
2024
Q1 		$238K Sell
5,677
-142
-2% -$5.96K 0.03% 196
2023
Q4 		$247K Buy
5,819
+804
+16% +$32.9K 0.03% 189
2023
Q3 		$202K Buy
5,015
+184
+4% +$7.59K 0.03% 192
2023
Q2 		$202K Sell
4,831
-1,958
-29% -$82.7K 0.03% 196
2023
Q1 		$289K Sell
6,789
-1,132
-14% -$47.9K 0.05% 164
2022
Q4 		$329K Sell
7,921
-1,629
-17% -$67.4K 0.06% 158
2022
Q3 		$391K Sell
9,550
-1,046
-10% -$45.4K 0.08% 138
2022
Q2 		$462K Buy
10,596
+4,787
+82% +$212K 0.09% 124
2022
Q1 		$270K Buy
+5,809
New +$279K 0.05% 150

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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Tortoise Investment Management's DFCF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2025, closing a stake of 504 shares — an estimated $21.6K sold.

Tortoise Investment Management first reported a position in DFCF in Q1 2022 and held it in 15 quarters. The position peaked at $462K in Q2 2022. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 504 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $21.6K.
  • Tortoise Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 15 quarters.
  • Tortoise Investment Management's Dimensional Core Fixed Income ETF position peaked at $462K in Q2 2022.
  • 463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.