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Financial Plan Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Financial Plan Inc’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 		$24.4M Buy
576,998
+68,402
+13% +$2.89M 2.31% 15
2026
Q1 		$21.5M Buy
508,596
+57,595
+13% +$2.46M 2.3% 15
2025
Q4 		$19.2M Buy
+451,001
New +$19.3M 2.2% 15

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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

Financial Plan Inc's DFCF Position: Q2 2026 in Review

Financial Plan Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q2 2026, buying an estimated $2.89M and bringing the position to 576,998 shares worth $24.4M. The position accounts for 2.31% of the portfolio, ranked #15.

Financial Plan Inc first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Financial Plan Inc held 576,998 shares of Dimensional Core Fixed Income ETF worth $24.4M as of Q2 2026.
  • Financial Plan Inc bought 68,402 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.89M.
  • Dimensional Core Fixed Income ETF made up 2.31% of Financial Plan Inc's portfolio in Q2 2026, its #15 holding.
  • Financial Plan Inc first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.