GWM
DFCF icon

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

Grand 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 		– Sell
-1,249
Closed -$52.7K – 55
2026
Q1 		$52.7K Sell
1,249
-10
-0.8% -$427 0.02% 59
2025
Q4 		$53.6K Sell
1,259
-845
-40% -$36.2K 0.02% 51
2025
Q3 		$90K Sell
2,104
-1,045
-33% -$44.3K 0.04% 47
2025
Q2 		$133K Hold
3,149
– – 0.07% 46
2025
Q1 		$132K Hold
3,149
– – 0.07% 40
2024
Q4 		$130K Sell
3,149
-51
-2% -$2.15K 0.07% 41
2024
Q3 		$138K Buy
3,200
+51
+2% +$2.17K 0.08% 41
2024
Q2 		$131K Buy
3,149
+79
+3% +$3.27K 0.08% 41
2024
Q1 		$129K Buy
3,070
+1,000
+48% +$42K 0.06% 48
2023
Q4 		$87.8K Sell
2,070
-1,628
-44% -$66.6K 0.05% 53
2023
Q3 		$149K Buy
+3,698
New +$152K 0.09% 42
2023
Q2 		– Sell
-1,058
Closed -$45K – 76
2023
Q1 		$45K Hold
1,058
– – 0.03% 47
2022
Q4 		$43.9K Buy
+1,058
New +$43.8K 0.03% 45

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

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

Grand Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 1,249 shares — an estimated $52.7K sold.

Grand Wealth Management first reported a position in DFCF in Q4 2022 and held it in 13 quarters. The position peaked at $149K in Q3 2023. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Grand Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Grand Wealth Management sold 1,249 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $52.7K.
  • Grand Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 13 quarters.
  • Grand Wealth Management's Dimensional Core Fixed Income ETF position peaked at $149K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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