BWM Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

BWM Planning’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	$15.6M	Buy	370,444 +29,803	+9%	+$1.26M	3.63%	9
2026 Q1	$14.4M	Buy	340,641 +28,945	+9%	+$1.24M	3.79%	8
2025 Q4	$13.3M	Buy	311,696 +36,129	+13%	+$1.55M	3.54%	9
2025 Q3	$11.8M	Buy	275,567 +52,824	+24%	+$2.24M	3.51%	10
2025 Q2	$9.41M	Buy	222,743 +35,392	+19%	+$1.48M	3.24%	12
2025 Q1	$7.88M	Buy	187,351 +8,428	+5%	+$351K	3.33%	14
2024 Q4	$7.38M	Buy	178,923 +28,751	+19%	+$1.21M	3.21%	14
2024 Q3	$6.49M	Buy	+150,172	New	+$6.4M	2.88%	14

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

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 $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

BWM Planning's DFCF Position: Q2 2026 in Review

BWM Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.7% in Q2 2026, buying an estimated $1.26M and bringing the position to 370,444 shares worth $15.6M. The position accounts for 3.63% of the portfolio, ranked #9.

BWM Planning first reported a position in DFCF in Q3 2024 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

BWM Planning held 370,444 shares of Dimensional Core Fixed Income ETF worth $15.6M as of Q2 2026.
BWM Planning bought 29,803 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.26M.
Dimensional Core Fixed Income ETF made up 3.63% of BWM Planning's portfolio in Q2 2026, its #9 holding.
BWM Planning first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.