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Action Point Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Action Point Financial Planning’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 		$11.4M Buy
270,750
+195,685
+261% +$8.27M 1.16% 19
2026
Q1 		$3.17M Buy
+75,065
New +$3.2M 2.83% 12

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 $7.08B 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Action Point Financial Planning's DFCF Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 261% in Q2 2026, buying an estimated $8.27M and bringing the position to 270,750 shares worth $11.4M. The position accounts for 1.16% of the portfolio, ranked #19.

Action Point Financial Planning first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Action Point Financial Planning held 270,750 shares of Dimensional Core Fixed Income ETF worth $11.4M as of Q2 2026.
  • Action Point Financial Planning bought 195,685 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $8.27M.
  • Dimensional Core Fixed Income ETF made up 1.16% of Action Point Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Action Point Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.