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

Curio 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	$2.88M	Sell	68,267 -13,308	-16%	-$563K	0.89%	17
2026 Q1	$3.44M	Buy	81,575 +218	+0.3%	+$9.3K	1.18%	16
2025 Q4	$3.47M	Buy	81,357 +2,284	+3%	+$97.8K	1.23%	15
2025 Q3	$3.38M	Sell	79,073 -5,740	-7%	-$243K	1.39%	14
2025 Q2	$3.58M	Buy	84,813 +84,633	+47,018%	+$3.53M	1.57%	14
2025 Q1	$4.82M	Sell	180 -116,212	-100%	-$4.84M	2.51%	9
2024 Q4	$4.8M	Buy	+116,392	New	+$4.9M	2.58%	9

Other funds holding DFCF

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Curio Wealth's DFCF Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, selling an estimated $563K and leaving 68,267 shares worth $2.88M. The position accounts for 0.89% of the portfolio, ranked #17.

Curio Wealth first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q1 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Curio Wealth held 68,267 shares of Dimensional Core Fixed Income ETF worth $2.88M as of Q2 2026.
Curio Wealth sold 13,308 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $563K.
Dimensional Core Fixed Income ETF made up 0.89% of Curio Wealth's portfolio in Q2 2026, its #17 holding.
Curio Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's Dimensional Core Fixed Income ETF position peaked at $4.82M in Q1 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.