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 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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

BCO Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.8% in Q2 2026, buying an estimated $605K and bringing the position to 530,572 shares worth $22.4M. The position accounts for 12.21% of the portfolio, ranked #3.

BCO Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

BCO Wealth Management held 530,572 shares of Dimensional Core Fixed Income ETF worth $22.4M as of Q2 2026.
BCO Wealth Management bought 14,319 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $605K.
Dimensional Core Fixed Income ETF made up 12.21% of BCO Wealth Management's portfolio in Q2 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 7 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.