WP
DFCF icon

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

WMS 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
2025
Q1 		– Sell
-199,812
Closed -$8.25M – 70
2024
Q4 		$8.25M Sell
199,812
-7,793
-4% -$328K 0.46% 30
2024
Q3 		$8.97M Sell
207,605
-4,308
-2% -$184K 0.5% 28
2024
Q2 		$8.8M Sell
211,913
-18,736
-8% -$776K 0.56% 26
2024
Q1 		$9.68M Buy
230,649
+2,420
+1% +$102K 0.66% 25
2023
Q4 		$9.68M Buy
+228,229
New +$9.33M 0.71% 25

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
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WMS Partners's DFCF Position: Q1 2025 in Review

WMS Partners sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 199,812 shares — an estimated $8.25M sold.

WMS Partners first reported a position in DFCF in Q4 2023 and held it in 5 quarters. The position peaked at $9.68M in Q4 2023. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • WMS Partners reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 199,812 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $8.25M.
  • WMS Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 5 quarters.
  • WMS Partners's Dimensional Core Fixed Income ETF position peaked at $9.68M in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.