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 Q2	$15.2M	Buy	360,320 +105,785	+42%	+$4.47M	0.09%	131
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

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

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

HB Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 42% in Q2 2026, buying an estimated $4.47M and bringing the position to 360,320 shares worth $15.2M. The position accounts for 0.09% of the portfolio, ranked #131.

HB Wealth Management first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

HB Wealth Management held 360,320 shares of Dimensional Core Fixed Income ETF worth $15.2M as of Q2 2026.
HB Wealth Management bought 105,785 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.47M.
Dimensional Core Fixed Income ETF made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #131 holding.
HB Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.