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Generations Wealth LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Generations Wealth LLC’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 		$226K Sell
5,364
-8,807
-62% -$372K 0.22% 32
2026
Q1 		$598K Sell
14,171
-302
-2% -$12.9K 0.58% 22
2025
Q4 		$616K Buy
+14,473
New +$620K 0.63% 21

Other funds holding DFCF

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

Generations Wealth LLC's DFCF Position: Q2 2026 in Review

Generations Wealth LLC reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 62% in Q2 2026, selling an estimated $372K and leaving 5,364 shares worth $226K. The position accounts for 0.22% of the portfolio, ranked #32.

Generations Wealth LLC first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $616K in Q4 2025. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Generations Wealth LLC held 5,364 shares of Dimensional Core Fixed Income ETF worth $226K as of Q2 2026.
  • Generations Wealth LLC sold 8,807 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $372K.
  • Dimensional Core Fixed Income ETF made up 0.22% of Generations Wealth LLC's portfolio in Q2 2026, its #32 holding.
  • Generations Wealth LLC first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Generations Wealth LLC's Dimensional Core Fixed Income ETF position peaked at $616K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.