Bogart Wealth LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Bogart Wealth LLC’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	$30.4K	Buy	+721	New	+$30.5K	﹤0.01%	672

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

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

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Bogart Wealth LLC's DFCF Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 721 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

188 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Bogart Wealth LLC held 721 shares of Dimensional Core Fixed Income ETF worth $30.4K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Bogart Wealth LLC position in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #672 holding.
188 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.