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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
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

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

BCR Wealth Strategies's DFCF Position: Q1 2026 in Review

BCR Wealth Strategies increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q1 2026, buying an estimated $2.97M and bringing the position to 751,104 shares worth $31.7M. The position accounts for 9.94% of the portfolio, ranked #4.

BCR Wealth Strategies first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • BCR Wealth Strategies held 751,104 shares of Dimensional Core Fixed Income ETF worth $31.7M as of Q1 2026.
  • BCR Wealth Strategies bought 69,529 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $2.97M.
  • Dimensional Core Fixed Income ETF made up 9.94% of BCR Wealth Strategies's portfolio in Q1 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 16 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.