AE Wealth Management
DFCF icon

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

AE 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 		$22.7M Buy
538,163
+4,753
+0.9% +$201K 0.11% 209
2026
Q1 		$22.5M Buy
533,410
+14,909
+3% +$636K 0.12% 182
2025
Q4 		$22.1M Sell
518,501
-8,315
-2% -$356K 0.13% 174
2025
Q3 		$22.5M Sell
526,816
-94,182
-15% -$3.99M 0.14% 162
2025
Q2 		$26.2M Buy
620,998
+113,022
+22% +$4.71M 0.19% 119
2025
Q1 		$21.4M Buy
507,976
+26,027
+5% +$1.08M 0.18% 132
2024
Q4 		$19.9M Buy
481,949
+37,883
+9% +$1.6M 0.17% 140
2024
Q3 		$19.2M Buy
444,066
+41,422
+10% +$1.77M 0.17% 135
2024
Q2 		$16.7M Buy
402,644
+3,466
+0.9% +$144K 0.17% 146
2024
Q1 		$16.7M Sell
399,178
-169,152
-30% -$7.1M 0.19% 143
2023
Q4 		$23.9M Buy
568,330
+195,324
+52% +$7.99M 0.12% 192
2023
Q3 		$15.1M Buy
373,006
+45,603
+14% +$1.88M 0.09% 262
2023
Q2 		$13.7M Buy
327,403
+115,035
+54% +$4.86M 0.08% 293
2023
Q1 		$9.03M Buy
212,368
+22,836
+12% +$966K 0.06% 366
2022
Q4 		$7.87M Buy
189,532
+61,886
+48% +$2.56M 0.06% 371
2022
Q3 		$5.23M Buy
127,646
+26,477
+26% +$1.15M 0.04% 422
2022
Q2 		$4.41M Buy
+101,169
New +$4.48M 0.04% 427

Other funds holding DFCF

Truepoint Inc
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
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

AE Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.89% in Q2 2026, buying an estimated $201K and bringing the position to 538,163 shares worth $22.7M. The position accounts for 0.11% of the portfolio, ranked #209.

AE Wealth Management first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.2M in Q2 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • AE Wealth Management held 538,163 shares of Dimensional Core Fixed Income ETF worth $22.7M as of Q2 2026.
  • AE Wealth Management bought 4,753 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $201K.
  • Dimensional Core Fixed Income ETF made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #209 holding.
  • AE Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's Dimensional Core Fixed Income ETF position peaked at $26.2M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.