2WWM
DFCF icon

21 West Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

21 West Wealth Management’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
Q2 		$300K Buy
7,101
+130
+2% +$5.5K 0.26% 60
2026
Q1 		$294K Buy
6,971
+1,073
+18% +$45.8K 0.27% 53
2025
Q4 		$251K Buy
+5,898
New +$253K 0.23% 57

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

21 West Wealth Management's DFCF Position: Q2 2026 in Review

21 West Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.9% in Q2 2026, buying an estimated $5.5K and bringing the position to 7,101 shares worth $300K. The position accounts for 0.26% of the portfolio, ranked #60.

21 West Wealth Management first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • 21 West Wealth Management held 7,101 shares of Dimensional Core Fixed Income ETF worth $300K as of Q2 2026.
  • 21 West Wealth Management bought 130 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.5K.
  • Dimensional Core Fixed Income ETF made up 0.26% of 21 West Wealth Management's portfolio in Q2 2026, its #60 holding.
  • 21 West Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.