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ERn Financial LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

ERn Financial LLC’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 		$11.9M Buy
282,203
+18,877
+7% +$798K 1.97% 14
2026
Q1 		$11.1M Buy
263,326
+14,282
+6% +$609K 2.09% 10
2025
Q4 		$10.6M Buy
249,044
+14,781
+6% +$633K 1.99% 13
2025
Q3 		$10M Buy
234,263
+34,971
+18% +$1.48M 1.98% 15
2025
Q2 		$8.42M Sell
199,292
-36,443
-15% -$1.52M 1.78% 16
2025
Q1 		$9.91M Buy
235,735
+13,038
+6% +$543K 1.57% 18
2024
Q4 		$9.19M Buy
222,697
+5,839
+3% +$246K 1.38% 23
2024
Q3 		$9.37M Buy
216,858
+113,944
+111% +$4.86M 1.42% 21
2024
Q2 		$4.28M Buy
102,914
+23,729
+30% +$983K 0.71% 39
2024
Q1 		$3.32M Buy
79,185
+16,117
+26% +$677K 0.58% 45
2023
Q4 		$2.65M Buy
63,068
+13,495
+27% +$552K 0.5% 47
2023
Q3 		$2M Buy
49,573
+3,373
+7% +$139K 0.43% 54
2023
Q2 		$1.93M Buy
46,200
+8,204
+22% +$346K 0.4% 56
2023
Q1 		$1.61M Buy
37,996
+10,102
+36% +$427K 0.36% 62
2022
Q4 		$1.16M Buy
27,894
+10,481
+60% +$433K 0.26% 73
2022
Q3 		$713K Buy
17,413
+3,574
+26% +$155K 0.18% 89
2022
Q2 		$604K Buy
+13,839
New +$613K 0.15% 98

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

ERn Financial LLC's DFCF Position: Q2 2026 in Review

ERn Financial LLC increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.2% in Q2 2026, buying an estimated $798K and bringing the position to 282,203 shares worth $11.9M. The position accounts for 1.97% of the portfolio, ranked #14.

ERn Financial LLC first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • ERn Financial LLC held 282,203 shares of Dimensional Core Fixed Income ETF worth $11.9M as of Q2 2026.
  • ERn Financial LLC bought 18,877 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $798K.
  • Dimensional Core Fixed Income ETF made up 1.97% of ERn Financial LLC's portfolio in Q2 2026, its #14 holding.
  • ERn Financial LLC first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.