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 Q2	$685K	Buy	16,237 +4,255	+36%	+$180K	0.01%	636
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	Buy	28,131 +323	+1%	+$13.5K	0.03%	491
2025 Q1	$1.17M	Buy	27,808 +19,829	+249%	+$826K	0.04%	420
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 $4.79B 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

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

Geneos Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 36% in Q2 2026, buying an estimated $180K and bringing the position to 16,237 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #636.

Geneos Wealth Management first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Geneos Wealth Management held 16,237 shares of Dimensional Core Fixed Income ETF worth $685K as of Q2 2026.
Geneos Wealth Management bought 4,255 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $180K.
Dimensional Core Fixed Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #636 holding.
Geneos Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
Geneos Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.19M in Q2 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.