GEN Financial Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

GEN Financial 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	$1.06M	Buy	+26,439	New	+$1.1M	0.57%	24
2026 Q2	–	Sell	-23,968	Closed	-$1.01M	–	45
2026 Q1	$1.01M	Hold	23,968	–	–	0.63%	23
2025 Q4	$1.02M	Buy	23,968 +17	+0.1%	+$728	0.64%	21
2025 Q3	$1.02M	Sell	23,951 -755	-3%	-$32K	0.88%	18
2025 Q2	$1.04M	Hold	24,706	–	–	0.85%	19
2025 Q1	$1.04M	Sell	24,706 -4,976	-17%	-$207K	0.7%	14
2024 Q4	$1.22M	Buy	+29,682	New	+$1.25M	0.8%	14

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

GEN Financial Management's DFCF Position: Q3 2026 in Review

GEN Financial Management opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q3 2026: 26,439 shares worth $1.06M. The stake represents 0.57% of the portfolio and ranks #24 among its holdings. This is a return to the name: GEN Financial Management previously reported a position in DFCF as recently as Q1 2026.

GEN Financial Management first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 231 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

GEN Financial Management held 26,439 shares of Dimensional Core Fixed Income ETF worth $1.06M as of Q3 2026.
Dimensional Core Fixed Income ETF was a new GEN Financial Management position in Q3 2026.
Dimensional Core Fixed Income ETF made up 0.57% of GEN Financial Management's portfolio in Q3 2026, its #24 holding.
GEN Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's Dimensional Core Fixed Income ETF position peaked at $1.22M in Q4 2024.
231 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.