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 Q3	$370K	Buy	+9,210	New	+$382K	0.15%	33
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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Grand Wealth Management opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q3 2026: 9,210 shares worth $370K. The stake represents 0.15% of the portfolio and ranks #33 among its holdings. This is a return to the name: Grand Wealth Management previously reported a position in DFCF as recently as Q1 2026.

Grand Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 465 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Grand Wealth Management held 9,210 shares of Dimensional Core Fixed Income ETF worth $370K as of Q3 2026.
Dimensional Core Fixed Income ETF was a new Grand Wealth Management position in Q3 2026.
Dimensional Core Fixed Income ETF made up 0.15% of Grand Wealth Management's portfolio in Q3 2026, its #33 holding.
Grand Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
465 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

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