BCU Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

BCU Wealth Advisors’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	$12.1M	Buy	285,657 +20,635	+8%	+$872K	4%	5
2026 Q1	$11.2M	Buy	265,022 +11,886	+5%	+$507K	4.17%	5
2025 Q4	$10.8M	Buy	253,136 +17,713	+8%	+$759K	4.12%	5
2025 Q3	$10.1M	Buy	235,423 +16,610	+8%	+$704K	4.07%	5
2025 Q2	$9.25M	Buy	218,813 +27,106	+14%	+$1.13M	4.15%	5
2025 Q1	$8.06M	Buy	191,707 +6,632	+4%	+$276K	4.19%	5
2024 Q4	$7.64M	Buy	185,075 +5,795	+3%	+$244K	4.36%	4
2024 Q3	$7.74M	Buy	179,280 +24,056	+15%	+$1.03M	4.62%	4
2024 Q2	$6.45M	Buy	155,224 +24,155	+18%	+$1M	4.76%	4
2024 Q1	$5.5M	Buy	131,069 +24,404	+23%	+$1.02M	4.67%	4
2023 Q4	$4.52M	Buy	+106,665	New	+$4.36M	4.91%	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

BCU Wealth Advisors's DFCF Position: Q2 2026 in Review

BCU Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q2 2026, buying an estimated $872K and bringing the position to 285,657 shares worth $12.1M. The position accounts for 4% of the portfolio, ranked #5.

BCU Wealth Advisors first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

BCU Wealth Advisors held 285,657 shares of Dimensional Core Fixed Income ETF worth $12.1M as of Q2 2026.
BCU Wealth Advisors bought 20,635 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $872K.
Dimensional Core Fixed Income ETF made up 4% of BCU Wealth Advisors's portfolio in Q2 2026, its #5 holding.
BCU Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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