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

Financial Synergies 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	–	Sell	-10,701	Closed	-$452K	–	118
2026 Q1	$452K	Buy	10,701 +74	+0.7%	+$3.16K	0.04%	87
2025 Q4	$452K	Buy	10,627 +126	+1%	+$5.4K	0.04%	77
2025 Q3	$449K	Buy	10,501 +100	+1%	+$4.24K	0.05%	67
2025 Q2	$440K	Sell	10,401 -374	-3%	-$15.6K	0.05%	67
2025 Q1	$453K	Sell	10,775 -275	-2%	-$11.5K	0.06%	56
2024 Q4	$456K	Sell	11,050 -13,673	-55%	-$576K	0.06%	54
2024 Q3	$1.07M	Sell	24,723 -9,133	-27%	-$389K	0.13%	41
2024 Q2	$1.41M	Sell	33,856 -281,735	-89%	-$11.7M	0.19%	36
2024 Q1	$13.2M	Sell	315,591 -798,186	-72%	-$33.5M	1.74%	12
2023 Q4	$46.2M	Sell	1,113,777 -103,447	-8%	-$4.23M	7.16%	4
2023 Q3	$49.1M	Buy	1,217,224 +37,070	+3%	+$1.53M	7.1%	5
2023 Q2	$49.2M	Buy	1,180,154 +40,817	+4%	+$1.72M	6.91%	5
2023 Q1	$48.4M	Buy	1,139,337 +25,560	+2%	+$1.08M	7.1%	5
2022 Q4	$46.2M	Buy	1,113,777 +46,628	+4%	+$1.93M	7.16%	4
2022 Q3	$43.7M	Buy	1,067,149 +2,175	+0.2%	+$94.4K	7.51%	4
2022 Q2	$46.5M	Buy	+1,064,974	New	+$47.2M	7.56%	4

Other funds holding DFCF

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

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

Financial Synergies Wealth Advisors's DFCF Position: Q2 2026 in Review

Financial Synergies Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 10,701 shares — an estimated $452K sold.

Financial Synergies Wealth Advisors first reported a position in DFCF in Q2 2022 and held it in 16 quarters. The position peaked at $49.2M in Q2 2023. 285 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Financial Synergies Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 10,701 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $452K.
Financial Synergies Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and held it in 16 quarters.
Financial Synergies Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $49.2M in Q2 2023.
285 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.