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

Geneos 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 Q1	$506K	Buy	11,982 +1,423	+13%	+$60.7K	0.01%	701
2025 Q4	$449K	Buy	10,559 +862	+9%	+$36.9K	0.01%	696
2025 Q3	$415K	Sell	9,697 -18,434	-66%	-$782K	0.01%	709
2025 Q2	$1.19M	Sell	28,131 -9,520	-25%	-$397K	0.03%	491
2025 Q1	$2.35M	Buy	37,651 +29,672	+372%	+$1.24M	0.03%	450
2024 Q4	$329K	Sell	7,979 -57	-0.7%	-$2.4K	0.01%	684
2024 Q3	$347K	Buy	8,036 +6,933	+629%	+$296K	0.01%	635
2024 Q2	$45.8K	Buy	1,103 +384	+53%	+$15.9K	﹤0.01%	1099
2024 Q1	$30.2K	Buy	+719	New	+$30.2K	﹤0.01%	1245

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

Geneos Wealth Management's DFCF Position: Q1 2026 in Review

Geneos Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q1 2026, buying an estimated $60.7K and bringing the position to 11,982 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #701.

Geneos Wealth Management first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Geneos Wealth Management held 11,982 shares of Dimensional Core Fixed Income ETF worth $506K as of Q1 2026.
Geneos Wealth Management bought 1,423 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $60.7K.
Dimensional Core Fixed Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #701 holding.
Geneos Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
Geneos Wealth Management's Dimensional Core Fixed Income ETF position peaked at $2.35M in Q1 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.