GM
DFCF icon

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

GeoWealth 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 		$58.3M Buy
1,380,920
+48,162
+4% +$2.04M 1.83% 10
2026
Q1 		$56.3M Buy
1,332,758
+93,520
+8% +$3.99M 2.03% 9
2025
Q4 		$52.7M Buy
1,239,238
+44,391
+4% +$1.9M 1.94% 9
2025
Q3 		$51.1M Buy
1,194,847
+130,010
+12% +$5.51M 1.86% 9
2025
Q2 		$45M Sell
1,064,837
-150,429
-12% -$6.27M 1.76% 11
2025
Q1 		$51.1M Buy
1,215,266
+25,341
+2% +$1.06M 2.05% 9
2024
Q4 		$49.1M Buy
1,189,925
+1,085,179
+1,036% +$45.7M 1.61% 12
2024
Q3 		$4.52M Sell
104,746
-68,307
-39% -$2.91M 0.16% 109
2024
Q2 		$7.19M Buy
173,053
+5,353
+3% +$222K 0.31% 51
2024
Q1 		$7.04M Buy
+167,700
New +$7.04M 0.27% 73

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

GeoWealth Management's DFCF Position: Q2 2026 in Review

GeoWealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.6% in Q2 2026, buying an estimated $2.04M and bringing the position to 1,380,920 shares worth $58.3M. The position accounts for 1.83% of the portfolio, ranked #10.

GeoWealth Management first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • GeoWealth Management held 1,380,920 shares of Dimensional Core Fixed Income ETF worth $58.3M as of Q2 2026.
  • GeoWealth Management bought 48,162 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.04M.
  • Dimensional Core Fixed Income ETF made up 1.83% of GeoWealth Management's portfolio in Q2 2026, its #10 holding.
  • GeoWealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.