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

HB 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 		$10.7M Sell
254,535
-10,646
-4% -$454K 0.07% 151
2025
Q4 		$11.3M Buy
265,181
+31,457
+13% +$1.35M 0.07% 140
2025
Q3 		$9.99M Buy
233,724
+17,215
+8% +$730K 0.07% 148
2025
Q2 		$9.15M Buy
216,509
+4,062
+2% +$169K 0.07% 148
2025
Q1 		$8.94M Buy
+212,447
New +$8.85M 0.07% 143

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
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 $8.89B AUM 25.87% 1-Year Est. Return
AC
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
SC
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

HB Wealth Management's DFCF Position: Q1 2026 in Review

HB Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 4% in Q1 2026, selling an estimated $454K and leaving 254,535 shares worth $10.7M. The position accounts for 0.07% of the portfolio, ranked #151.

HB Wealth Management first reported a position in DFCF in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • HB Wealth Management held 254,535 shares of Dimensional Core Fixed Income ETF worth $10.7M as of Q1 2026.
  • HB Wealth Management sold 10,646 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $454K.
  • Dimensional Core Fixed Income ETF made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #151 holding.
  • HB Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Dimensional Core Fixed Income ETF position peaked at $11.3M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.