DFP
DFCF icon

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

Donalies 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 		$4.43M Buy
104,950
+12,506
+14% +$529K 3.27% 8
2026
Q1 		$3.9M Buy
92,444
+3,861
+4% +$165K 3.33% 8
2025
Q4 		$3.77M Buy
+88,583
New +$3.79M 3.21% 9

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Donalies Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $529K and bringing the position to 104,950 shares worth $4.43M. The position accounts for 3.27% of the portfolio, ranked #8.

Donalies Financial Planning first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Donalies Financial Planning held 104,950 shares of Dimensional Core Fixed Income ETF worth $4.43M as of Q2 2026.
  • Donalies Financial Planning bought 12,506 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $529K.
  • Dimensional Core Fixed Income ETF made up 3.27% of Donalies Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Donalies Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.