WP
DFCF icon

WealthShield Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WealthShield Partners’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 		$75.5K Buy
1,788
+12
+0.7% +$512 0.01% 425
2025
Q4 		$75.6K Buy
1,776
+26
+1% +$1.11K 0.01% 415
2025
Q3 		$74.8K Buy
1,750
+20
+1% +$848 0.01% 414
2025
Q2 		$73.1K Buy
1,730
+20
+1% +$834 0.01% 403
2025
Q1 		$71.9K Buy
1,710
+13
+0.8% +$542 0.01% 397
2024
Q4 		$70K Sell
1,697
-664
-28% -$28K 0.01% 366
2024
Q3 		$102K Sell
2,361
-578
-20% -$24.6K 0.01% 345
2024
Q2 		$122K Sell
2,939
-769
-21% -$31.9K 0.02% 310
2024
Q1 		$156K Sell
3,708
-12,722
-77% -$534K 0.03% 288
2023
Q4 		$697K Sell
16,430
-2,045
-11% -$83.6K 0.11% 177
2023
Q3 		$746K Sell
18,475
-1,038
-5% -$42.8K 0.11% 176
2023
Q2 		$814K Sell
19,513
-4,395
-18% -$186K 0.12% 167
2023
Q1 		$1.02M Buy
23,908
+2,567
+12% +$109K 0.16% 145
2022
Q4 		$891K Buy
+21,341
New +$883K 0.17% 142

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return