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 Q3	$850K	Buy	21,190 +2,920	+16%	+$121K	0.7%	36
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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Forteris Wealth Management's DFCF Position: Q3 2026 in Review

Forteris Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q3 2026, buying an estimated $121K and bringing the position to 21,190 shares worth $850K. The position accounts for 0.7% of the portfolio, ranked #36.

Forteris Wealth Management first reported a position in DFCF in Q4 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Forteris Wealth Management held 21,190 shares of Dimensional Core Fixed Income ETF worth $850K as of Q3 2026.
Forteris Wealth Management bought 2,920 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $121K.
Dimensional Core Fixed Income ETF made up 0.7% of Forteris Wealth Management's portfolio in Q3 2026, its #36 holding.
Forteris Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
344 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.