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 Q3	$12.4M	Buy	308,184 +22,527	+8%	+$934K	4%	5
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

BCU Wealth Advisors's DFCF Position: Q3 2026 in Review

BCU Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.9% in Q3 2026, buying an estimated $934K and bringing the position to 308,184 shares worth $12.4M. 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 12 quarters since. 142 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

BCU Wealth Advisors held 308,184 shares of Dimensional Core Fixed Income ETF worth $12.4M as of Q3 2026.
BCU Wealth Advisors bought 22,527 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $934K.
Dimensional Core Fixed Income ETF made up 4% of BCU Wealth Advisors's portfolio in Q3 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 12 quarters since.
142 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.