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

Andrews Lucia 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	$1.22M	Buy	28,884 +2,117	+8%	+$89.5K	0.64%	16
2026 Q1	$1.13M	Buy	26,767 +3,820	+17%	+$163K	0.68%	16
2025 Q4	$977K	Buy	22,947 +3,052	+15%	+$131K	0.58%	16
2025 Q3	$851K	Buy	19,895 +1,467	+8%	+$62.2K	0.51%	18
2025 Q2	$779K	Buy	18,428 +2,884	+19%	+$120K	0.51%	18
2025 Q1	$641K	Buy	15,544 +3,595	+30%	+$150K	0.43%	19
2024 Q4	$516K	Buy	11,949 +3,239	+37%	+$136K	0.34%	19
2024 Q3	$362K	Buy	8,710 +931	+12%	+$39.7K	0.26%	23
2024 Q2	$326K	Hold	7,779	–	–	0.23%	24
2024 Q1	$326K	Sell	7,779 -26	-0.3%	-$1.09K	0.23%	23
2023 Q4	$331K	Sell	7,805 -619	-7%	-$25.3K	0.26%	23
2023 Q3	$340K	Buy	8,424 +243	+3%	+$10K	0.29%	21
2023 Q2	$341K	Buy	8,181 +1,047	+15%	+$44.2K	0.28%	23
2023 Q1	$303K	Buy	7,134 +1,570	+28%	+$66.4K	0.27%	23
2022 Q4	$231K	Buy	5,564 +60	+1%	+$2.48K	0.21%	24
2022 Q3	$225K	Buy	+5,504	New	+$239K	0.24%	23

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Andrews Lucia Wealth Management's DFCF Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.9% in Q2 2026, buying an estimated $89.5K and bringing the position to 28,884 shares worth $1.22M. The position accounts for 0.64% of the portfolio, ranked #16.

Andrews Lucia Wealth Management first reported a position in DFCF in Q3 2022 and has held it in 16 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Andrews Lucia Wealth Management held 28,884 shares of Dimensional Core Fixed Income ETF worth $1.22M as of Q2 2026.
Andrews Lucia Wealth Management bought 2,117 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $89.5K.
Dimensional Core Fixed Income ETF made up 0.64% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #16 holding.
Andrews Lucia Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.