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Geometric Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Geometric Wealth Advisors’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 		$709K Buy
16,796
+222
+1% +$9.38K 0.08% 41
2026
Q1 		$700K Buy
16,574
+533
+3% +$22.7K 0.09% 41
2025
Q4 		$683K Buy
16,041
+5,362
+50% +$230K 0.09% 41
2025
Q3 		$457K Buy
10,679
+120
+1% +$5.09K 0.06% 53
2025
Q2 		$446K Buy
10,559
+161
+2% +$6.71K 0.07% 49
2025
Q1 		$437K Sell
10,398
-3,783
-27% -$158K 0.07% 48
2024
Q4 		$585K Buy
14,181
+3,045
+27% +$128K 0.11% 37
2024
Q3 		$481K Buy
11,136
+113
+1% +$4.82K 0.09% 40
2024
Q2 		$458K Buy
11,023
+130
+1% +$5.39K 0.09% 37
2024
Q1 		$457K Sell
10,893
-638
-6% -$26.8K 0.11% 24
2023
Q4 		$489K Buy
+11,531
New +$472K 0.13% 21
2023
Q1 		– Sell
-7,466
Closed -$310K – 37
2022
Q4 		$310K Buy
7,466
+585
+9% +$24.2K 0.13% 22
2022
Q3 		$282K Buy
6,881
+1,403
+26% +$60.9K 0.14% 21
2022
Q2 		$239K Buy
+5,478
New +$243K 0.12% 28

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

Geometric Wealth Advisors's DFCF Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.3% in Q2 2026, buying an estimated $9.38K and bringing the position to 16,796 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #41.

Geometric Wealth Advisors first reported a position in DFCF in Q2 2022 and has held it in 14 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Geometric Wealth Advisors held 16,796 shares of Dimensional Core Fixed Income ETF worth $709K as of Q2 2026.
  • Geometric Wealth Advisors bought 222 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $9.38K.
  • Dimensional Core Fixed Income ETF made up 0.08% of Geometric Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Geometric Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 14 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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