Burton Enright Welch’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Burton Enright Welch’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	$262K	Buy	6,217 +77	+1%	+$3.25K	0.03%	125
2026 Q1	$259K	Buy	+6,140	New	+$262K	0.04%	122
2025 Q2	–	Sell	-7,178	Closed	-$302K	–	125
2025 Q1	$302K	Sell	7,178 -326	-4%	-$13.6K	0.06%	86
2024 Q4	$310K	Sell	7,504 -1,742	-19%	-$73.3K	0.07%	81
2024 Q3	$399K	Sell	9,246 -190	-2%	-$8.1K	0.09%	70
2024 Q2	$392K	Buy	9,436 +1,078	+13%	+$44.7K	0.09%	71
2024 Q1	$351K	Sell	8,358 -1,602	-16%	-$67.3K	0.08%	71
2023 Q4	$422K	Buy	9,960 +2,456	+33%	+$100K	0.11%	63
2023 Q3	$303K	Buy	7,504 +2,230	+42%	+$92K	0.09%	64
2023 Q2	$220K	Buy	+5,274	New	+$223K	0.07%	65

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

Burton Enright Welch's DFCF Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.3% in Q2 2026, buying an estimated $3.25K and bringing the position to 6,217 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #125.

Burton Enright Welch first reported a position in DFCF in Q2 2023 and has held it in 10 quarters since. The position peaked at $422K in Q4 2023. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Burton Enright Welch held 6,217 shares of Dimensional Core Fixed Income ETF worth $262K as of Q2 2026.
Burton Enright Welch bought 77 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.25K.
Dimensional Core Fixed Income ETF made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #125 holding.
Burton Enright Welch first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
Burton Enright Welch's Dimensional Core Fixed Income ETF position peaked at $422K in Q4 2023.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.