Truepoint Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Truepoint Inc’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	$552M	Buy	13,062,756 +518,917	+4%	+$22.1M	12.3%	2
2025 Q4	$534M	Buy	12,543,839 +521,755	+4%	+$22.4M	12.01%	2
2025 Q3	$514M	Buy	12,022,084 +509,232	+4%	+$21.6M	11.96%	2
2025 Q2	$487M	Buy	11,512,852 +209,514	+2%	+$8.74M	12.11%	2
2025 Q1	$475M	Buy	11,303,338 +183,343	+2%	+$7.64M	12.9%	2
2024 Q4	$459M	Buy	11,119,995 +636,569	+6%	+$26.8M	12.28%	2
2024 Q3	$453M	Buy	10,483,426 +212,682	+2%	+$9.07M	12.16%	2
2024 Q2	$427M	Buy	10,270,744 +331,322	+3%	+$13.7M	12.17%	2
2024 Q1	$417M	Buy	9,939,422 +606,878	+7%	+$25.5M	11.85%	2
2023 Q4	$396M	Sell	9,332,544 -583,413	-6%	-$23.9M	11.59%	2
2023 Q3	$400M	Buy	9,915,957 +108,057	+1%	+$4.46M	12.87%	2
2023 Q2	$409M	Buy	9,807,900 +261,863	+3%	+$11.1M	13.56%	1
2023 Q1	$406M	Buy	9,546,037 +238,432	+3%	+$10.1M	13.98%	1
2022 Q4	$386M	Buy	9,307,605 +8,327,295	+849%	+$344M	13.98%	1
2022 Q3	$40.1M	Buy	+980,310	New	+$42.6M	2.06%	13

Other funds holding DFCF

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return