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Approach Retirement Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Approach Retirement Advisors’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 		$9.05M Buy
214,289
+39,083
+22% +$1.65M 6.57% 3
2026
Q1 		$7.4M Buy
175,206
+22,318
+15% +$952K 6.15% 3
2025
Q4 		$6.51M Buy
+152,888
New +$6.55M 5.61% 4

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Approach Retirement Advisors's DFCF Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q2 2026, buying an estimated $1.65M and bringing the position to 214,289 shares worth $9.05M. The position accounts for 6.57% of the portfolio, ranked #3.

Approach Retirement Advisors first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Approach Retirement Advisors held 214,289 shares of Dimensional Core Fixed Income ETF worth $9.05M as of Q2 2026.
  • Approach Retirement Advisors bought 39,083 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.65M.
  • Dimensional Core Fixed Income ETF made up 6.57% of Approach Retirement Advisors's portfolio in Q2 2026, its #3 holding.
  • Approach Retirement Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.