Envestnet Asset Management
DFCF icon

Envestnet Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Envestnet Asset 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 		$49.1M Buy
1,163,243
+218,744
+23% +$9.25M 0.01% 878
2026
Q1 		$39.9M Buy
944,499
+290,903
+45% +$12.4M 0.01% 914
2025
Q4 		$27.8M Buy
653,596
+23,397
+4% +$1M 0.01% 1035
2025
Q3 		$26.9M Buy
630,199
+70,838
+13% +$3M 0.01% 1095
2025
Q2 		$23.6M Sell
559,361
-13,891
-2% -$579K 0.01% 1146
2025
Q1 		$24.1M Buy
573,252
+60,978
+12% +$2.54M 0.01% 1082
2024
Q4 		$21.1M Buy
512,274
+10,444
+2% +$440K 0.01% 1164
2024
Q3 		$21.7M Buy
501,830
+122,727
+32% +$5.23M 0.01% 1129
2024
Q2 		$15.7M Sell
379,103
-80,679
-18% -$3.34M 0.01% 1267
2024
Q1 		$19.3M Sell
459,782
-307,555
-40% -$12.9M 0.01% 1137
2023
Q4 		$32.5M Sell
767,337
-59,807
-7% -$2.45M 0.01% 793
2023
Q3 		$33.4M Buy
827,144
+6,996
+0.9% +$288K 0.02% 734
2023
Q2 		$34.2M Buy
820,148
+191,895
+31% +$8.1M 0.02% 650
2023
Q1 		$26.7M Buy
+628,253
New +$26.6M 0.01% 746

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

Envestnet Asset Management's DFCF Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q2 2026, buying an estimated $9.25M and bringing the position to 1,163,243 shares worth $49.1M. The position accounts for 0.01% of the portfolio, ranked #878.

Envestnet Asset Management first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Envestnet Asset Management held 1,163,243 shares of Dimensional Core Fixed Income ETF worth $49.1M as of Q2 2026.
  • Envestnet Asset Management bought 218,744 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $9.25M.
  • Dimensional Core Fixed Income ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #878 holding.
  • Envestnet Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.