EP Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

EP Wealth Advisors’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	$14.8M	Buy	351,672 +11,564	+3%	+$489K	0.06%	220
2026 Q1	$14.4M	Buy	340,108 +334,050	+5,514%	+$14.3M	0.07%	175
2025 Q4	$258K	Buy	+6,058	New	+$260K	﹤0.01%	1224
2025 Q2	$143K	Sell	3,373 -223	-6%	-$9.3K	﹤0.01%	1328
2025 Q1	$151K	Buy	+3,596	New	+$150K	﹤0.01%	1187
2024 Q1	–	Sell	-2,848	Closed	-$121K	–	843
2023 Q4	$121K	Buy	+2,848	New	+$116K	﹤0.01%	770
2023 Q2	–	Sell	-1,083,013	Closed	-$48.2M	–	691
2023 Q1	$48.2M	Buy	+1,083,013	New	+$45.8M	0.83%	26

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

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

EP Wealth Advisors's DFCF Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.4% in Q2 2026, buying an estimated $489K and bringing the position to 351,672 shares worth $14.8M. The position accounts for 0.06% of the portfolio, ranked #220.

EP Wealth Advisors first reported a position in DFCF in Q1 2023 and has held it in 7 quarters since. The position peaked at $48.2M in Q1 2023. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

EP Wealth Advisors held 351,672 shares of Dimensional Core Fixed Income ETF worth $14.8M as of Q2 2026.
EP Wealth Advisors bought 11,564 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $489K.
Dimensional Core Fixed Income ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #220 holding.
EP Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 7 quarters since.
EP Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $48.2M in Q1 2023.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.