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

Elser 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	$186M	Buy	4,417,313 +217,288	+5%	+$9.18M	8.08%	2
2026 Q1	$178M	Buy	4,200,025 +4,169,556	+13,685%	+$178M	8.62%	2
2025 Q4	$1.3M	Hold	30,469	–	–	0.94%	20
2025 Q3	$1.3M	Hold	30,469	–	–	1.57%	17
2025 Q2	$1.29M	Hold	30,469	–	–	1.61%	15
2025 Q1	$1.28M	Sell	30,469 -3,439,882,859	-100%	-$143B	1.77%	12
2024 Q4	$143M	Buy	3,439,913,328 +3,439,883,559	+11,555,254%	+$145B	8.57%	2
2024 Q3	$1.29M	Sell	29,769 -3,075,230	-99%	-$131M	1.87%	10
2024 Q2	$129M	Buy	+3,104,999	New	+$129M	21.55%	1

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Elser Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.2% in Q2 2026, buying an estimated $9.18M and bringing the position to 4,417,313 shares worth $186M. The position accounts for 8.08% of the portfolio, ranked #2.

Elser Financial Planning first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. 506 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Elser Financial Planning held 4,417,313 shares of Dimensional Core Fixed Income ETF worth $186M as of Q2 2026.
Elser Financial Planning bought 217,288 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $9.18M.
Dimensional Core Fixed Income ETF made up 8.08% of Elser Financial Planning's portfolio in Q2 2026, its #2 holding.
Elser Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
506 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.