DFCF — DIMENSIONAL ETF TR CORE FXD INCOME

Ownership history in Tradewinds, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Tradewinds, LLC. reported a position in DIMENSIONAL ETF TR CORE FXD INCOME (DFCF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.2% (2025 Q4)
Avg. % of fund
1.2%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 216,388 +117,172 +118.1% 2.20% $9.2M $42.44
2025 Q3 ADDED 99,216 +69,012 +228.5% 1.03% $4.2M $42.01
2025 Q1 INITIATED 30,204 — — 0.36% $1.3M $40.38
% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
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