Cypress Financial Planning
DFCF icon

Cypress Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cypress Financial Planning’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
Q3 		$1.46M Sell
36,393
-153
-0.4% -$6.34K 0.39% 28
2026
Q2 		$1.54M Buy
36,546
+3,407
+10% +$144K 0.37% 29
2026
Q1 		$1.4M Buy
33,139
+1,381
+4% +$58.9K 0.39% 29
2025
Q4 		$1.35M Buy
+31,758
New +$1.36M 0.37% 29

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Cypress Financial Planning's DFCF Position: Q3 2026 in Review

Cypress Financial Planning reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.42% in Q3 2026, selling an estimated $6.34K and leaving 36,393 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #28.

Cypress Financial Planning first reported a position in DFCF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2026. 272 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Cypress Financial Planning held 36,393 shares of Dimensional Core Fixed Income ETF worth $1.46M as of Q3 2026.
  • Cypress Financial Planning sold 153 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $6.34K.
  • Dimensional Core Fixed Income ETF made up 0.39% of Cypress Financial Planning's portfolio in Q3 2026, its #28 holding.
  • Cypress Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Cypress Financial Planning's Dimensional Core Fixed Income ETF position peaked at $1.54M in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.