Heritage Wealth Management (Texas)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Heritage Wealth Management (Texas)’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	$14.1M	Buy	334,600 +23,373	+8%	+$988K	5.44%	6
2026 Q1	$13.1M	Buy	311,227 +9,947	+3%	+$424K	5.62%	5
2025 Q4	$12.8M	Buy	301,280 +15,859	+6%	+$679K	5.56%	5
2025 Q3	$12.2M	Buy	285,421 +19,055	+7%	+$808K	5.38%	6
2025 Q2	$11.3M	Sell	266,366 -4,954	-2%	-$207K	5.6%	6
2025 Q1	$11.4M	Buy	271,320 +10,512	+4%	+$438K	6.61%	4
2024 Q4	$10.8M	Buy	260,808 +10,168	+4%	+$428K	6.34%	6
2024 Q3	$10.8M	Buy	250,640 +31,126	+14%	+$1.33M	6.28%	6
2024 Q2	$9.12M	Buy	219,514 +21,155	+11%	+$877K	5.68%	6
2024 Q1	$8.32M	Buy	198,359 +14,171	+8%	+$595K	5.4%	6
2023 Q4	$7.81M	Buy	+184,188	New	+$7.53M	5.5%	5

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

Heritage Wealth Management (Texas)'s DFCF Position: Q2 2026 in Review

Heritage Wealth Management (Texas) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.5% in Q2 2026, buying an estimated $988K and bringing the position to 334,600 shares worth $14.1M. The position accounts for 5.44% of the portfolio, ranked #6.

Heritage Wealth Management (Texas) first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Heritage Wealth Management (Texas) held 334,600 shares of Dimensional Core Fixed Income ETF worth $14.1M as of Q2 2026.
Heritage Wealth Management (Texas) bought 23,373 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $988K.
Dimensional Core Fixed Income ETF made up 5.44% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #6 holding.
Heritage Wealth Management (Texas) first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.