Focus Partners Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Focus Partners Wealth’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	$9.09M	Buy	215,276 +5,266	+3%	+$225K	0.01%	747
2025 Q4	$8.94M	Sell	210,010 -1,393	-0.7%	-$59.7K	0.01%	742
2025 Q3	$8.95M	Buy	211,403 +107,886	+104%	+$4.58M	0.01%	586
2025 Q2	$4.37M	Sell	103,517 -5,435	-5%	-$227K	0.01%	713
2025 Q1	$4.58M	Sell	108,952 -10,213	-9%	-$426K	0.01%	648
2024 Q4	$4.92M	Sell	119,165 -12,819	-10%	-$540K	0.01%	618
2024 Q3	$5.7M	Buy	+131,984	New	+$5.63M	0.02%	527

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

Focus Partners Wealth's DFCF Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.5% in Q1 2026, buying an estimated $225K and bringing the position to 215,276 shares worth $9.09M. The position accounts for 0.01% of the portfolio, ranked #747.

Focus Partners Wealth first reported a position in DFCF in Q3 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Focus Partners Wealth held 215,276 shares of Dimensional Core Fixed Income ETF worth $9.09M as of Q1 2026.
Focus Partners Wealth bought 5,266 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $225K.
Dimensional Core Fixed Income ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #747 holding.
Focus Partners Wealth first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.