BW
DFCF icon

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

Balance Wealth’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 		– Sell
-58,851
Closed -$2.5M – 152
2025
Q4 		$2.5M Sell
58,851
-2,573
-4% -$110K 0.8% 26
2025
Q3 		$2.63M Buy
61,424
+719
+1% +$30.5K 0.65% 24
2025
Q2 		$2.57M Buy
60,705
+30,511
+101% +$1.27M 1.5% 15
2025
Q1 		$1.27M Buy
+30,194
New +$1.26M 0.83% 35

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

Balance Wealth's DFCF Position: Q1 2026 in Review

Balance Wealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 58,851 shares — an estimated $2.5M sold.

Balance Wealth first reported a position in DFCF in Q1 2025 and held it in 4 quarters. The position peaked at $2.63M in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Balance Wealth reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Balance Wealth sold 58,851 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $2.5M.
  • Balance Wealth first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and held it in 4 quarters.
  • Balance Wealth's Dimensional Core Fixed Income ETF position peaked at $2.63M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.