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 Q2	$2.45M	Hold	57,957	–	–	1.62%	16
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 $4.79B AUM 16.42% 1-Year Est. Return

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

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

Hartmann Taylor Wealth Management's DFCF Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 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 6 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Hartmann Taylor Wealth Management held 57,957 shares of Dimensional Core Fixed Income ETF worth $2.45M as of Q2 2026.
Hartmann Taylor Wealth Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 1.62% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.