CFP
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
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

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
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Cypress Financial Planning's DFCF Position: Q2 2026 in Review

Cypress Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q2 2026, buying an estimated $144K and bringing the position to 36,546 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #29.

Cypress Financial Planning first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Cypress Financial Planning held 36,546 shares of Dimensional Core Fixed Income ETF worth $1.54M as of Q2 2026.
  • Cypress Financial Planning bought 3,407 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $144K.
  • Dimensional Core Fixed Income ETF made up 0.37% of Cypress Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Cypress Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.