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

HFG 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	$3.17M	Sell	75,050 -38,636	-34%	-$1.63M	3.19%	15
2026 Q1	$4.8M	Buy	113,686 +3,902	+4%	+$166K	2.64%	13
2025 Q4	$4.67M	Sell	109,784 -69	-0.1%	-$2.96K	2.58%	13
2025 Q3	$4.7M	Sell	109,853 -3,539	-3%	-$150K	2.55%	13
2025 Q2	$4.77M	Buy	113,392 +2,105	+2%	+$87.8K	2.91%	13
2025 Q1	$4.59M	Buy	111,287 +9,961	+10%	+$415K	2.78%	13
2024 Q4	$4.38M	Buy	101,326 +2,982	+3%	+$126K	2.84%	12
2024 Q3	$4.09M	Hold	98,344	–	–	2.6%	16
2024 Q2	$4.09M	Buy	98,344 +12,922	+15%	+$535K	2.6%	16
2024 Q1	$3.58M	Buy	85,422 +3,878	+5%	+$163K	2.11%	14
2023 Q4	$3.46M	Buy	+81,544	New	+$3.34M	0.85%	24
2023 Q1	$1.54M	Buy	+36,263	New	+$1.53M	0.32%	39

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

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

HFG Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 34% in Q2 2026, selling an estimated $1.63M and leaving 75,050 shares worth $3.17M. The position accounts for 3.19% of the portfolio, ranked #15.

HFG Wealth Management first reported a position in DFCF in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

HFG Wealth Management held 75,050 shares of Dimensional Core Fixed Income ETF worth $3.17M as of Q2 2026.
HFG Wealth Management sold 38,636 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.63M.
Dimensional Core Fixed Income ETF made up 3.19% of HFG Wealth Management's portfolio in Q2 2026, its #15 holding.
HFG Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's Dimensional Core Fixed Income ETF position peaked at $4.8M in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.