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 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GEN Financial Management's DFCF Position: Q2 2026 in Review

GEN Financial Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 23,968 shares — an estimated $1.01M sold.

GEN Financial Management first reported a position in DFCF in Q4 2024 and held it in 6 quarters. The position peaked at $1.22M in Q4 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

GEN Financial Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 23,968 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.01M.
GEN Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's Dimensional Core Fixed Income ETF position peaked at $1.22M in Q4 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.