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DFCF icon

FinDec Wealth Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

FinDec Wealth Services’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
Q1 		$4.55M Sell
107,748
-17,205
-14% -$734K 5.56% 6
2025
Q4 		$5.32M Buy
124,953
+627
+0.5% +$26.9K 5.7% 6
2025
Q3 		$5.32M Buy
124,326
+4,913
+4% +$208K 5.5% 6
2025
Q2 		$5.05M Buy
119,413
+7,630
+7% +$318K 5.28% 6
2025
Q1 		$4.7M Sell
111,783
-99,044
-47% -$4.13M 4.65% 7
2024
Q4 		$8.7M Sell
210,827
-8,841
-4% -$372K 6.04% 4
2024
Q3 		$9.49M Buy
219,668
+10,604
+5% +$452K 5.51% 5
2024
Q2 		$8.68M Buy
209,064
+49,366
+31% +$2.05M 5.48% 5
2024
Q1 		$6.7M Sell
159,698
-4,152
-3% -$174K 4.21% 7
2023
Q4 		$6.95M Sell
163,850
-466
-0.3% -$19.1K 4.64% 5
2023
Q3 		$6.63M Buy
164,316
+722
+0.4% +$29.8K 4.79% 5
2023
Q2 		$6.83M Buy
163,594
+14,900
+10% +$629K 4.78% 6
2023
Q1 		$6.32M Buy
148,694
+13,908
+10% +$588K 4.78% 6
2022
Q4 		$5.6M Buy
+134,786
New +$5.57M 4.62% 7

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FinDec Wealth Services's DFCF Position: Q1 2026 in Review

FinDec Wealth Services reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q1 2026, selling an estimated $734K and leaving 107,748 shares worth $4.55M. The position accounts for 5.56% of the portfolio, ranked #6.

FinDec Wealth Services first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.49M in Q3 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • FinDec Wealth Services held 107,748 shares of Dimensional Core Fixed Income ETF worth $4.55M as of Q1 2026.
  • FinDec Wealth Services sold 17,205 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $734K.
  • Dimensional Core Fixed Income ETF made up 5.56% of FinDec Wealth Services's portfolio in Q1 2026, its #6 holding.
  • FinDec Wealth Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Dimensional Core Fixed Income ETF position peaked at $9.49M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.