BGWM
DFCF icon

Bridge Generations Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Bridge Generations Wealth Management’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 		– Sell
-11
Closed -$469 – 55
2025
Q4 		$469 Hold
11
– – ﹤0.01% 111
2025
Q3 		$471 Hold
11
– – ﹤0.01% 116
2025
Q2 		$465 Hold
11
– – ﹤0.01% 111
2025
Q1 		$463 Hold
11
– – ﹤0.01% 133
2024
Q4 		$454 Buy
+11
New +$463 ﹤0.01% 86

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

Bridge Generations Wealth Management's DFCF Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 11 shares — an estimated $469 sold.

Bridge Generations Wealth Management first reported a position in DFCF in Q4 2024 and held it in 5 quarters. The position peaked at $471 in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 11 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $469.
  • Bridge Generations Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Dimensional Core Fixed Income ETF position peaked at $471 in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.