Envestnet Portfolio Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Envestnet Portfolio Solutions’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	$1.48M	Buy	34,952 +4,301	+14%	+$182K	0.01%	571
2026 Q1	$1.29M	Sell	30,651 -2,130	-6%	-$90.9K	0.01%	559
2025 Q4	$1.4M	Buy	32,781 +89	+0.3%	+$3.81K	﹤0.01%	649
2025 Q3	$1.4M	Sell	32,692 -1,349	-4%	-$57.2K	0.01%	630
2025 Q2	$1.44M	Sell	34,041 -4,167	-11%	-$174K	0.01%	667
2025 Q1	$1.61M	Buy	38,208 +920	+2%	+$38.3K	0.01%	654
2024 Q4	$1.54M	Buy	37,288 +499	+1%	+$21K	0.01%	763
2024 Q3	$1.59M	Sell	36,789 -318	-0.9%	-$13.6K	0.01%	745
2024 Q2	$1.54M	Buy	37,107 +21,614	+140%	+$896K	0.01%	723
2024 Q1	$650K	Buy	15,493 +589	+4%	+$24.7K	﹤0.01%	1008
2023 Q4	$632K	Buy	14,904 +1,481	+11%	+$60.6K	﹤0.01%	950
2023 Q3	$542K	Buy	+13,423	New	+$554K	﹤0.01%	953

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Envestnet Portfolio Solutions's DFCF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $182K and bringing the position to 34,952 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #571.

Envestnet Portfolio Solutions first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Envestnet Portfolio Solutions held 34,952 shares of Dimensional Core Fixed Income ETF worth $1.48M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,301 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $182K.
Dimensional Core Fixed Income ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #571 holding.
Envestnet Portfolio Solutions first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Dimensional Core Fixed Income ETF position peaked at $1.61M in Q1 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.