AWM
DFCF icon

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

Accurate 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 		$5.42M Buy
129,193
+102,786
+389% +$4.34M 0.52% 36
2026
Q1 		$1.12M Buy
+26,407
New +$1.13M 0.13% 168

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Accurate Wealth Management's DFCF Position: Q2 2026 in Review

Accurate Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 389% in Q2 2026, buying an estimated $4.34M and bringing the position to 129,193 shares worth $5.42M. The position accounts for 0.52% of the portfolio, ranked #36.

Accurate Wealth Management first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Accurate Wealth Management held 129,193 shares of Dimensional Core Fixed Income ETF worth $5.42M as of Q2 2026.
  • Accurate Wealth Management bought 102,786 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.34M.
  • Dimensional Core Fixed Income ETF made up 0.52% of Accurate Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Accurate Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.