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Clear Creek Financial Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Clear Creek Financial 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 		$220K Sell
5,222
-440
-8% -$18.8K 0.02% 560
2025
Q4 		$241K Buy
5,662
+440
+8% +$18.8K 0.02% 526
2025
Q3 		$223K Buy
+5,222
New +$221K 0.02% 526

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Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B 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

Clear Creek Financial Management's DFCF Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q1 2026, selling an estimated $18.8K and leaving 5,222 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #560.

Clear Creek Financial Management first reported a position in DFCF in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Clear Creek Financial Management held 5,222 shares of Dimensional Core Fixed Income ETF worth $220K as of Q1 2026.
  • Clear Creek Financial Management sold 440 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $18.8K.
  • Dimensional Core Fixed Income ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #560 holding.
  • Clear Creek Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Clear Creek Financial Management's Dimensional Core Fixed Income ETF position peaked at $241K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.