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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
Q2 		$5.33M Buy
126,375
+18,627
+17% +$787K 6.3% 6
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

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

FinDec Wealth Services's DFCF Position: Q2 2026 in Review

FinDec Wealth Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 17% in Q2 2026, buying an estimated $787K and bringing the position to 126,375 shares worth $5.33M. The position accounts for 6.3% of the portfolio, ranked #6.

FinDec Wealth Services first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.49M in Q3 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • FinDec Wealth Services held 126,375 shares of Dimensional Core Fixed Income ETF worth $5.33M as of Q2 2026.
  • FinDec Wealth Services bought 18,627 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $787K.
  • Dimensional Core Fixed Income ETF made up 6.3% of FinDec Wealth Services's portfolio in Q2 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 15 quarters since.
  • FinDec Wealth Services's Dimensional Core Fixed Income ETF position peaked at $9.49M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.