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Dopkins Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Dopkins Wealth Management’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 		$284K Sell
6,731
-39
-0.6% -$1.65K 0.1% 77
2026
Q1 		$286K Sell
6,770
-23
-0.3% -$981 0.11% 76
2025
Q4 		$289K Hold
6,793
– – 0.12% 69
2025
Q3 		$290K Hold
6,793
– – 0.12% 65
2025
Q2 		$287K Buy
6,793
+84
+1% +$3.5K 0.13% 64
2025
Q1 		$282K Hold
6,709
– – 0.14% 65
2024
Q4 		$277K Buy
+6,709
New +$282K 0.14% 66
2024
Q3 		– Sell
-8,312
Closed -$345K – 71
2024
Q2 		$345K Buy
+8,312
New +$344K 0.21% 54

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

Dopkins Wealth Management's DFCF Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.58% in Q2 2026, selling an estimated $1.65K and leaving 6,731 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #77.

Dopkins Wealth Management first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q2 2024. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Dopkins Wealth Management held 6,731 shares of Dimensional Core Fixed Income ETF worth $284K as of Q2 2026.
  • Dopkins Wealth Management sold 39 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.65K.
  • Dimensional Core Fixed Income ETF made up 0.1% of Dopkins Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Dopkins Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Dopkins Wealth Management's Dimensional Core Fixed Income ETF position peaked at $345K in Q2 2024.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.