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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Andrews Lucia Wealth Management's DFCF Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 17% in Q1 2026, buying an estimated $163K and bringing the position to 26,767 shares worth $1.13M. The position accounts for 0.68% of the portfolio, ranked #16.

Andrews Lucia Wealth Management first reported a position in DFCF in Q3 2022 and has held it in 15 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Andrews Lucia Wealth Management held 26,767 shares of Dimensional Core Fixed Income ETF worth $1.13M as of Q1 2026.
  • Andrews Lucia Wealth Management bought 3,820 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $163K.
  • Dimensional Core Fixed Income ETF made up 0.68% of Andrews Lucia Wealth Management's portfolio in Q1 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 15 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.