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

Austin 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	$7.16M	Buy	170,408 +2,030	+1%	+$85.8K	1.51%	18
2026 Q1	$7.12M	Sell	168,378 -132,644	-44%	-$5.66M	1.62%	18
2025 Q4	$12.8M	Buy	301,022 +3,651	+1%	+$156K	1.89%	16
2025 Q3	$12.8M	Buy	297,371 +24,239	+9%	+$1.03M	2.01%	16
2025 Q2	$11.5M	Buy	273,132 +1,647	+0.6%	+$68.7K	2.04%	17
2025 Q1	$11.3M	Buy	271,485 +30,399	+13%	+$1.27M	2.27%	15
2024 Q4	$9.95M	Buy	241,086 +27,496	+13%	+$1.16M	2.06%	16
2024 Q3	$9.2M	Buy	213,590 +7,455	+4%	+$318K	2.02%	15
2024 Q2	$8.67M	Buy	206,135 +6,989	+4%	+$290K	2.03%	15
2024 Q1	$8.25M	Buy	199,146 +2,795	+1%	+$117K	2.04%	16
2023 Q4	$8.21M	Sell	196,351 -13,589	-6%	-$556K	2.2%	13
2023 Q3	$8.56M	Buy	+209,940	New	+$8.66M	2.65%	11

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

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

Austin Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q2 2026, buying an estimated $85.8K and bringing the position to 170,408 shares worth $7.16M. The position accounts for 1.51% of the portfolio, ranked #18.

Austin Wealth Management first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Austin Wealth Management held 170,408 shares of Dimensional Core Fixed Income ETF worth $7.16M as of Q2 2026.
Austin Wealth Management bought 2,030 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $85.8K.
Dimensional Core Fixed Income ETF made up 1.51% of Austin Wealth Management's portfolio in Q2 2026, its #18 holding.
Austin Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Dimensional Core Fixed Income ETF position peaked at $12.8M in Q3 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.