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

BCR Wealth Strategies’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	$34.8M	Buy	825,494 +74,390	+10%	+$3.14M	9.79%	4
2026 Q1	$31.7M	Buy	751,104 +69,529	+10%	+$2.97M	9.94%	4
2025 Q4	$29M	Buy	681,575 +23,603	+4%	+$1.01M	9.62%	4
2025 Q3	$28.1M	Buy	657,972 +49,762	+8%	+$2.11M	9.89%	4
2025 Q2	$25.7M	Buy	608,210 +31,112	+5%	+$1.3M	9.95%	4
2025 Q1	$24.3M	Buy	577,098 +8,047	+1%	+$335K	10.66%	4
2024 Q4	$23.5M	Buy	569,051 +47,808	+9%	+$2.01M	10.98%	4
2024 Q3	$22.5M	Buy	521,243 +18,381	+4%	+$784K	10.63%	4
2024 Q2	$20.9M	Buy	502,862 +14,293	+3%	+$592K	13.59%	3
2024 Q1	$20.5M	Buy	488,569 +747	+0.2%	+$31.4K	13.87%	3
2023 Q4	$20.7M	Buy	487,822 +10,658	+2%	+$436K	14.83%	3
2023 Q3	$19.3M	Buy	477,164 +12,636	+3%	+$521K	15.35%	3
2023 Q2	$19.4M	Buy	464,528 +5,952	+1%	+$251K	14.99%	3
2023 Q1	$19.5M	Buy	458,576 +9,417	+2%	+$398K	15.54%	3
2022 Q4	$18.6M	Buy	449,159 +247,417	+123%	+$10.2M	16.09%	3
2022 Q3	$8.26M	Buy	201,742 +68,460	+51%	+$2.97M	8.47%	4
2022 Q2	$5.81M	Buy	+133,282	New	+$5.91M	6.01%	5

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

BCR Wealth Strategies's DFCF Position: Q2 2026 in Review

BCR Wealth Strategies increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.9% in Q2 2026, buying an estimated $3.14M and bringing the position to 825,494 shares worth $34.8M. The position accounts for 9.79% of the portfolio, ranked #4.

BCR Wealth Strategies first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

BCR Wealth Strategies held 825,494 shares of Dimensional Core Fixed Income ETF worth $34.8M as of Q2 2026.
BCR Wealth Strategies bought 74,390 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.14M.
Dimensional Core Fixed Income ETF made up 9.79% of BCR Wealth Strategies's portfolio in Q2 2026, its #4 holding.
BCR Wealth Strategies first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.