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Forteris Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forteris Wealth Management’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 		$771K Buy
18,270
+9,185
+101% +$388K 0.63% 37
2026
Q1 		$384K Buy
9,085
+2,860
+46% +$122K 0.37% 52
2025
Q4 		$265K Buy
+6,225
New +$267K 0.26% 61

Other funds holding DFCF

TI
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
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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Forteris Wealth Management's DFCF Position: Q2 2026 in Review

Forteris Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 101% in Q2 2026, buying an estimated $388K and bringing the position to 18,270 shares worth $771K. The position accounts for 0.63% of the portfolio, ranked #37.

Forteris Wealth Management first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Forteris Wealth Management held 18,270 shares of Dimensional Core Fixed Income ETF worth $771K as of Q2 2026.
  • Forteris Wealth Management bought 9,185 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $388K.
  • Dimensional Core Fixed Income ETF made up 0.63% of Forteris Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Forteris Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.