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DFCF icon

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

Wealthspan 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 		$7.52M Buy
178,167
+3,741
+2% +$160K 2.65% 8
2025
Q4 		$7.42M Buy
174,426
+12,205
+8% +$523K 2.7% 8
2025
Q3 		$6.94M Buy
162,221
+825
+0.5% +$35K 2.67% 8
2025
Q2 		$6.82M Buy
161,396
+109
+0.1% +$4.55K 2.83% 7
2025
Q1 		$6.78M Sell
161,287
-1,993
-1% -$83.1K 3.13% 7
2024
Q4 		$6.74M Buy
163,280
+2,071
+1% +$87.2K 3.22% 5
2024
Q3 		$6.96M Buy
161,209
+19,561
+14% +$834K 3.44% 5
2024
Q2 		$5.88M Buy
141,648
+11,962
+9% +$496K 3.25% 6
2024
Q1 		$5.44M Buy
129,686
+13,072
+11% +$549K 3.21% 6
2023
Q4 		$4.94M Buy
116,614
+7,863
+7% +$322K 3.46% 5
2023
Q3 		$4.39M Buy
108,751
+53,199
+96% +$2.19M 3.47% 5
2023
Q2 		$2.32M Buy
55,552
+23,671
+74% +$999K 1.83% 14
2023
Q1 		$1.35M Buy
+31,881
New +$1.35M 1.16% 18

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