Geneos Wealth Management
DFCF icon

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
Q3 		$1.47M Buy
36,552
+20,315
+125% +$842K 0.03% 477
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
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Geneos Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 125% in Q3 2026, buying an estimated $842K and bringing the position to 36,552 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #477.

Geneos Wealth Management first reported a position in DFCF in Q1 2024 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Geneos Wealth Management held 36,552 shares of Dimensional Core Fixed Income ETF worth $1.47M as of Q3 2026.
  • Geneos Wealth Management bought 20,315 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $842K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #477 holding.
  • Geneos Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 426 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.