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

BCO 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 Q3	$22.4M	Buy	557,596 +27,024	+5%	+$1.12M	12.06%	3
2026 Q2	$22.4M	Buy	530,572 +14,319	+3%	+$605K	12.21%	3
2026 Q1	$21.8M	Buy	516,253 +13,571	+3%	+$579K	13.09%	3
2025 Q4	$21.4M	Buy	502,682 +35,259	+8%	+$1.51M	13.12%	3
2025 Q3	$20M	Buy	467,423 +11,756	+3%	+$499K	13.19%	3
2025 Q2	$19.3M	Buy	455,667 +24,280	+6%	+$1.01M	13.74%	3
2025 Q1	$18.1M	Buy	431,387 +44,258	+11%	+$1.84M	14.23%	3
2024 Q4	$16M	Buy	+387,129	New	+$16.3M	13.29%	3

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

BCO Wealth Management's DFCF Position: Q3 2026 in Review

BCO Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.1% in Q3 2026, buying an estimated $1.12M and bringing the position to 557,596 shares worth $22.4M. The position accounts for 12.06% of the portfolio, ranked #3.

BCO Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.4M in Q2 2026. 221 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

BCO Wealth Management held 557,596 shares of Dimensional Core Fixed Income ETF worth $22.4M as of Q3 2026.
BCO Wealth Management bought 27,024 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.12M.
Dimensional Core Fixed Income ETF made up 12.06% of BCO Wealth Management's portfolio in Q3 2026, its #3 holding.
BCO Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's Dimensional Core Fixed Income ETF position peaked at $22.4M in Q2 2026.
221 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.