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

DecisionPoint Financial’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	$30.3M	Buy	752,970 +51,446	+7%	+$2.13M	5.27%	5
2026 Q2	$29.6M	Buy	701,524 +69,128	+11%	+$2.92M	5.47%	5
2026 Q1	$26.7M	Buy	632,396 +10,956	+2%	+$467K	5.76%	5
2025 Q4	$26.4M	Buy	621,440 +19,146	+3%	+$820K	5.82%	5
2025 Q3	$25.8M	Buy	602,294 +12,401	+2%	+$526K	6.02%	5
2025 Q2	$24.9M	Buy	589,893 +7,340	+1%	+$306K	6.37%	5
2025 Q1	$24.5M	Buy	582,553 +39,244	+7%	+$1.64M	7.11%	4
2024 Q4	$22.4M	Buy	543,309 +34,823	+7%	+$1.47M	6.85%	4
2024 Q3	$22M	Buy	508,486 +16,971	+3%	+$723K	6.95%	3
2024 Q2	$20.8M	Buy	491,515 +24,579	+5%	+$1.02M	6.97%	4
2024 Q1	$19.1M	Buy	466,936 +35,143	+8%	+$1.48M	7.6%	5
2023 Q4	$18.3M	Buy	431,793 +36,885	+9%	+$1.51M	7.85%	5
2023 Q3	$15.9M	Buy	394,908 +15,976	+4%	+$659K	8.33%	5
2023 Q2	$15.8M	Buy	378,932 +13,298	+4%	+$561K	8.24%	5
2023 Q1	$15.5M	Buy	365,634 +18,533	+5%	+$784K	8.98%	5
2022 Q4	$14.4M	Buy	+347,101	New	+$14.4M	8.76%	4

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

DecisionPoint Financial's DFCF Position: Q3 2026 in Review

DecisionPoint Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.3% in Q3 2026, buying an estimated $2.13M and bringing the position to 752,970 shares worth $30.3M. The position accounts for 5.27% of the portfolio, ranked #5.

DecisionPoint Financial first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. 201 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

DecisionPoint Financial held 752,970 shares of Dimensional Core Fixed Income ETF worth $30.3M as of Q3 2026.
DecisionPoint Financial bought 51,446 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $2.13M.
Dimensional Core Fixed Income ETF made up 5.27% of DecisionPoint Financial's portfolio in Q3 2026, its #5 holding.
DecisionPoint Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
201 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.