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

Cornerstone Wealth Partners’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 		$5.42M Buy
128,374
+17,753
+16% +$750K 2.52% 12
2026
Q1 		$4.67M Buy
110,621
+23,108
+26% +$986K 2.65% 11
2025
Q4 		$3.72M Buy
+87,513
New +$3.75M 2.58% 11

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

Cornerstone Wealth Partners's DFCF Position: Q2 2026 in Review

Cornerstone Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, buying an estimated $750K and bringing the position to 128,374 shares worth $5.42M. The position accounts for 2.52% of the portfolio, ranked #12.

Cornerstone Wealth Partners first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Cornerstone Wealth Partners held 128,374 shares of Dimensional Core Fixed Income ETF worth $5.42M as of Q2 2026.
  • Cornerstone Wealth Partners bought 17,753 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $750K.
  • Dimensional Core Fixed Income ETF made up 2.52% of Cornerstone Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Cornerstone Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.