CWM
DFCF icon

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

Core 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
Q2 		$79.5M Buy
1,884,045
+112,725
+6% +$4.76M 22.35% 3
2026
Q1 		$74.8M Buy
1,771,320
+57,400
+3% +$2.45M 22.92% 3
2025
Q4 		$72.9M Buy
1,713,920
+81,838
+5% +$3.51M 22.72% 3
2025
Q3 		$69.8M Buy
1,632,082
+115,243
+8% +$4.89M 22.47% 3
2025
Q2 		$64.1M Buy
1,516,839
+95,254
+7% +$3.97M 22.6% 3
2025
Q1 		$59.8M Buy
1,421,585
+213,144
+18% +$8.88M 22.95% 3
2024
Q4 		$49.9M Sell
1,208,441
-141,131
-10% -$5.94M 19.49% 3
2024
Q3 		$56.1M Hold
1,349,572
– – 22.75% 3
2024
Q2 		$56.1M Buy
1,349,572
+123,269
+10% +$5.11M 22.75% 3
2024
Q1 		$51.4M Buy
1,226,303
+287,440
+31% +$12.1M 22.31% 3
2023
Q4 		$39.8M Sell
938,863
-206,060
-18% -$8.43M 19.01% 3
2023
Q3 		$46.2M Buy
1,144,923
+40,798
+4% +$1.68M 23.9% 3
2023
Q2 		$46.1M Buy
1,104,125
+62,975
+6% +$2.66M 23.39% 3
2023
Q1 		$44.2M Buy
1,041,150
+15,594
+2% +$659K 23.89% 3
2022
Q4 		$42.6M Buy
+1,025,556
New +$42.4M 24.05% 3

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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

Core Wealth Management's DFCF Position: Q2 2026 in Review

Core Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.4% in Q2 2026, buying an estimated $4.76M and bringing the position to 1,884,045 shares worth $79.5M. The position accounts for 22.35% of the portfolio, ranked #3.

Core Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Core Wealth Management held 1,884,045 shares of Dimensional Core Fixed Income ETF worth $79.5M as of Q2 2026.
  • Core Wealth Management bought 112,725 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.76M.
  • Dimensional Core Fixed Income ETF made up 22.35% of Core Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Core Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.