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DFCF icon

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

Essential 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 		$12.8M Buy
303,658
+40,282
+15% +$1.7M 3.62% 8
2026
Q1 		$11.1M Buy
263,376
+17,249
+7% +$736K 3.54% 7
2025
Q4 		$10.5M Buy
246,127
+21,216
+9% +$909K 3.34% 5
2025
Q3 		$9.6M Sell
224,911
-2,897
-1% -$123K 3.31% 5
2025
Q2 		$9.6M Buy
227,808
+9,659
+4% +$403K 3.58% 5
2025
Q1 		$9.18M Sell
218,149
-11,339,026
-98% -$473M 3.7% 5
2024
Q4 		$487M Buy
11,557,175
+11,364,629
+5,902% +$478M 3.17% 6
2024
Q3 		$8.32M Sell
192,546
-4,827
-2% -$206K 3.41% 6
2024
Q2 		$8.2M Buy
197,373
+13,773
+8% +$571K 3.61% 6
2024
Q1 		$7.78M Buy
183,600
+1,542
+0.8% +$64.7K 3.9% 5
2023
Q4 		$7.7M Buy
182,058
+35,057
+24% +$1.43M 3.89% 5
2023
Q3 		$5.93M Buy
147,001
+9,084
+7% +$375K 3.29% 6
2023
Q2 		$5.76M Buy
137,917
+4,927
+4% +$208K 3.28% 6
2023
Q1 		$5.65M Buy
132,990
+125,103
+1,586% +$5.29M 3.43% 5
2022
Q4 		$324K Buy
+7,887
New +$326K 0.25% 33

Other funds holding DFCF

Truepoint Inc
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
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Essential Planning's DFCF Position: Q2 2026 in Review

Essential Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 15% in Q2 2026, buying an estimated $1.7M and bringing the position to 303,658 shares worth $12.8M. The position accounts for 3.62% of the portfolio, ranked #8.

Essential Planning first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $487M in Q4 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Essential Planning held 303,658 shares of Dimensional Core Fixed Income ETF worth $12.8M as of Q2 2026.
  • Essential Planning bought 40,282 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.7M.
  • Dimensional Core Fixed Income ETF made up 3.62% of Essential Planning's portfolio in Q2 2026, its #8 holding.
  • Essential Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's Dimensional Core Fixed Income ETF position peaked at $487M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.