DFCF β€” Dimensional Core Fixed

Ownership history in Opus Capital Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Opus Capital Group, LLC reported Dimensional Core Fixed (DFCF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 3.71% in 2025 Q1. The latest visible filing shows DFCF at 3.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Opus Capital Group, LLC's position in Dimensional Core Fixed, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFCF was reported at 3.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.71% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Opus Capital Group, LLC held DFCF β€” position size vs. price
% of Fund (quarterly)    DFCF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 737,053 +39,040 +5.6% 3.40% $31.4M 2026-02-14 (Est.) $42.87
2025 Q3 ADDED 698,013 +17,977 +2.6% 3.35% $29.8M 2025-10-31 $42.06
2025 Q2 REDUCED 680,036 -5,102 -0.7% 3.44% $28.7M 2025-07-31 $40.86
2025 Q1 ADDED 685,138 +3,694 +0.5% 3.71% $28.8M 2025-04-30 $40.26
2024 Q4 ADDED 681,444 +49,673 +7.9% 3.57% $28.1M 2025-01-31 $39.44
2024 Q3 INITIATED 631,771 β€” β€” 3.41% $27.3M 2024-10-31 $39.34

FAQ About Opus Capital Group, LLC and DFCF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Opus Capital Group, LLC reported owning DFCF?

Opus Capital Group, LLC reported DFCF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFCF position in Opus Capital Group, LLC's portfolio?

The largest reported portfolio weight for DFCF was 3.71% in 2025 Q1.

What is the latest reported DFCF position on this page?

The most recent filing on this page is 2025 Q4, when Opus Capital Group, LLC reported 737,053 shares, equal to 3.40% of portfolio, with an estimated market value of $31.4M.

What does the chart on this DFCF ownership page compare?

The chart compares Opus Capital Group, LLC's quarterly DFCF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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