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Wealth Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wealth Group’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
Q2 		– Sell
-4,756
Closed -$200K – 114
2025
Q1 		$200K Buy
+4,756
New +$198K 0.13% 154

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Group's DFCF Position: Q2 2025 in Review

Wealth Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 4,756 shares — an estimated $200K sold.

Wealth Group first reported a position in DFCF in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Wealth Group reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 4,756 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $200K.
  • Wealth Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Wealth Group's Dimensional Core Fixed Income ETF position peaked at $200K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.