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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
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

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

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

HFG Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.6% in Q1 2026, buying an estimated $166K and bringing the position to 113,686 shares worth $4.8M. The position accounts for 2.64% of the portfolio, ranked #13.

HFG Wealth Management first reported a position in DFCF in Q1 2023 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • HFG Wealth Management held 113,686 shares of Dimensional Core Fixed Income ETF worth $4.8M as of Q1 2026.
  • HFG Wealth Management bought 3,902 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $166K.
  • Dimensional Core Fixed Income ETF made up 2.64% of HFG Wealth Management's portfolio in Q1 2026, its #13 holding.
  • HFG Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 11 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.