HP
DFCF icon

Holistic Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Holistic Planning’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 		$1.46M Buy
34,686
+16,688
+93% +$712K 0.29% 74
2025
Q4 		$766K Buy
+17,998
New +$771K 0.16% 115

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

Holistic Planning's DFCF Position: Q1 2026 in Review

Holistic Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 93% in Q1 2026, buying an estimated $712K and bringing the position to 34,686 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #74.

Holistic Planning first reported a position in DFCF in Q4 2025 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Holistic Planning held 34,686 shares of Dimensional Core Fixed Income ETF worth $1.46M as of Q1 2026.
  • Holistic Planning bought 16,688 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $712K.
  • Dimensional Core Fixed Income ETF made up 0.29% of Holistic Planning's portfolio in Q1 2026, its #74 holding.
  • Holistic Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.