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

DWR 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 		$3.63M Buy
85,562
+15,775
+23% +$667K 2.71% 12
2026
Q1 		$2.94M Buy
69,787
+35,905
+106% +$1.53M 2.55% 13
2025
Q4 		$1.45M Buy
+33,882
New +$1.45M 1.34% 16

Other funds holding DFCF

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
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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

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

DWR Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q2 2026, buying an estimated $667K and bringing the position to 85,562 shares worth $3.63M. The position accounts for 2.71% of the portfolio, ranked #12.

DWR Wealth Management first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • DWR Wealth Management held 85,562 shares of Dimensional Core Fixed Income ETF worth $3.63M as of Q2 2026.
  • DWR Wealth Management bought 15,775 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $667K.
  • Dimensional Core Fixed Income ETF made up 2.71% of DWR Wealth Management's portfolio in Q2 2026, its #12 holding.
  • DWR Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.