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

Hartmann Taylor 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 Q1	$2.45M	Buy	57,957 +4,175	+8%	+$178K	1.62%	16
2025 Q4	$2.29M	Buy	53,782 +11,934	+29%	+$511K	1.55%	17
2025 Q3	$1.79M	Buy	41,848 +8,453	+25%	+$359K	1.28%	21
2025 Q2	$1.41M	Sell	33,395 -1,500	-4%	-$62.6K	1.18%	24
2025 Q1	$1.47M	Buy	+34,895	New	+$1.45M	1.32%	22

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Hartmann Taylor Wealth Management's DFCF Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q1 2026, buying an estimated $178K and bringing the position to 57,957 shares worth $2.45M. The position accounts for 1.62% of the portfolio, ranked #16.

Hartmann Taylor Wealth Management first reported a position in DFCF in Q1 2025 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Hartmann Taylor Wealth Management held 57,957 shares of Dimensional Core Fixed Income ETF worth $2.45M as of Q1 2026.
Hartmann Taylor Wealth Management bought 4,175 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $178K.
Dimensional Core Fixed Income ETF made up 1.62% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #16 holding.
Hartmann Taylor Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.