DP
DFCF icon

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

Divergent 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
2025
Q4 		$13.4M Buy
314,352
+2,999
+1% +$128K 3.42% 9
2025
Q3 		$13.3M Sell
311,353
-31,757
-9% -$1.35M 3.55% 9
2025
Q2 		$14.5M Buy
343,110
+22,978
+7% +$958K 4.28% 8
2025
Q1 		$13.5M Buy
320,132
+24,319
+8% +$1.01M 4.48% 9
2024
Q4 		$12.1M Buy
295,813
+3,874
+1% +$163K 4.13% 9
2024
Q3 		$12.5M Buy
291,939
+14,929
+5% +$636K 4.66% 8
2024
Q2 		$11.6M Buy
277,010
+43,522
+19% +$1.8M 4.6% 8
2024
Q1 		$9.74M Sell
233,488
-78,722
-25% -$3.31M 4.11% 8
2023
Q4 		$13.2M Buy
312,210
+7,593
+2% +$311K 6.39% 7
2023
Q3 		$12.3M Buy
304,617
+7,929
+3% +$327K 6.63% 7
2023
Q2 		$12.4M Buy
296,688
+30,559
+11% +$1.29M 6.48% 7
2023
Q1 		$11.3M Buy
266,129
+26,537
+11% +$1.12M 6.36% 7
2022
Q4 		$9.95M Buy
+239,592
New +$9.91M 6.26% 7

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Divergent Planning's DFCF Position: Q4 2025 in Review

Divergent Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.96% in Q4 2025, buying an estimated $128K and bringing the position to 314,352 shares worth $13.4M. The position accounts for 3.42% of the portfolio, ranked #9.

Divergent Planning first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.5M in Q2 2025. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Divergent Planning held 314,352 shares of Dimensional Core Fixed Income ETF worth $13.4M as of Q4 2025.
  • Divergent Planning bought 2,999 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $128K.
  • Dimensional Core Fixed Income ETF made up 3.42% of Divergent Planning's portfolio in Q4 2025, its #9 holding.
  • Divergent Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
  • Divergent Planning's Dimensional Core Fixed Income ETF position peaked at $14.5M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.