W
DFCF icon

WPWealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WPWealth’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 		$84.3M Buy
1,997,307
+10,387
+0.5% +$443K 12.89% 2
2025
Q4 		$84.6M Buy
1,986,920
+23,989
+1% +$1.03M 13.24% 2
2025
Q3 		$83.9M Buy
1,962,931
+75,590
+4% +$3.21M 13.72% 1
2025
Q2 		$79.8M Sell
1,887,341
-934,113
-33% -$39M 14.38% 1
2025
Q1 		$119M Buy
2,821,454
+46,531
+2% +$1.94M 23.43% 1
2024
Q4 		$115M Buy
2,774,923
+112,736
+4% +$4.75M 23.4% 1
2024
Q3 		$115M Buy
2,662,187
+247,575
+10% +$10.6M 23.84% 1
2024
Q2 		$100M Buy
2,414,612
+144,908
+6% +$6M 24.22% 1
2024
Q1 		$95.2M Buy
2,269,704
+208,524
+10% +$8.75M 24.6% 1
2023
Q4 		$87.4M Buy
2,061,180
+253,055
+14% +$10.4M 27.05% 1
2023
Q3 		$73M Buy
1,808,125
+181,229
+11% +$7.47M 27.92% 1
2023
Q2 		$67.9M Sell
1,626,896
-5,513
-0.3% -$233K 29.13% 1
2023
Q1 		$69.4M Buy
1,632,409
+39,858
+3% +$1.69M 32.04% 1
2022
Q4 		$66.1M Buy
+1,592,551
New +$65.9M 34.58% 1

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 $2.31B AUM 49.95% 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