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 Q3	$3.17M	Hold	75,050	–	–	3.2%	15
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

HFG Wealth Management's DFCF Position: Q3 2026 in Review

HFG Wealth Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q3 2026 at 75,050 shares worth $3.17M. The position accounts for 3.2% of the portfolio, ranked #15.

HFG Wealth Management first reported a position in DFCF in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.8M in Q1 2026. 126 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

HFG Wealth Management held 75,050 shares of Dimensional Core Fixed Income ETF worth $3.17M as of Q3 2026.
HFG Wealth Management left its Dimensional Core Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Core Fixed Income ETF made up 3.2% of HFG Wealth Management's portfolio in Q3 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 13 quarters since.
HFG Wealth Management's Dimensional Core Fixed Income ETF position peaked at $4.8M in Q1 2026.
126 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.