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DFCF icon

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

CreativeOne Wealth’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 		$838K Sell
19,847
-121,992
-86% -$5.16M 0.02% 636
2026
Q1 		$5.99M Sell
141,839
-12,461
-8% -$532K 0.14% 135
2025
Q4 		$6.57M Buy
154,300
+2,618
+2% +$112K 0.16% 114
2025
Q3 		$6.49M Buy
151,682
+8,176
+6% +$347K 0.16% 115
2025
Q2 		$6.06M Buy
143,506
+8,485
+6% +$354K 0.16% 125
2025
Q1 		$5.68M Buy
135,021
+12,406
+10% +$517K 0.17% 124
2024
Q4 		$5.06M Buy
122,615
+31,758
+35% +$1.34M 0.16% 128
2024
Q3 		$3.92M Buy
90,857
+84,606
+1,353% +$3.61M 0.13% 141
2024
Q2 		$260K Sell
6,251
-3,469
-36% -$144K 0.01% 654
2024
Q1 		$408K Buy
+9,720
New +$408K 0.02% 634
2023
Q3 		– Sell
-8,587
Closed -$358K – 641
2023
Q2 		$358K Buy
+8,587
New +$362K 0.02% 592

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

CreativeOne Wealth's DFCF Position: Q2 2026 in Review

CreativeOne Wealth reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 86% in Q2 2026, selling an estimated $5.16M and leaving 19,847 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #636.

CreativeOne Wealth first reported a position in DFCF in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.57M in Q4 2025. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • CreativeOne Wealth held 19,847 shares of Dimensional Core Fixed Income ETF worth $838K as of Q2 2026.
  • CreativeOne Wealth sold 121,992 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.16M.
  • Dimensional Core Fixed Income ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #636 holding.
  • CreativeOne Wealth first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 11 quarters since.
  • CreativeOne Wealth's Dimensional Core Fixed Income ETF position peaked at $6.57M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.