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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
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 $4.48B 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

Core Wealth Management's DFCF Position: Q1 2026 in Review

Core Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.3% in Q1 2026, buying an estimated $2.45M and bringing the position to 1,771,320 shares worth $74.8M. The position accounts for 22.92% of the portfolio, ranked #3.

Core Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Core Wealth Management held 1,771,320 shares of Dimensional Core Fixed Income ETF worth $74.8M as of Q1 2026.
  • Core Wealth Management bought 57,400 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $2.45M.
  • Dimensional Core Fixed Income ETF made up 22.92% of Core Wealth Management's portfolio in Q1 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 14 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.