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 Q2	$452K	Buy	+10,716	New	+$453K	0.12%	98
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

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

Balance Wealth's DFCF Position: Q2 2026 in Review

Balance Wealth opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 10,716 shares worth $452K. The stake represents 0.12% of the portfolio and ranks #98 among its holdings. This is a return to the name: Balance Wealth previously reported a position in DFCF as recently as Q4 2025.

Balance Wealth first reported a position in DFCF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Balance Wealth held 10,716 shares of Dimensional Core Fixed Income ETF worth $452K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Balance Wealth position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #98 holding.
Balance Wealth first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Balance Wealth's Dimensional Core Fixed Income ETF position peaked at $2.63M in Q3 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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