Holistic Planning
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
Q2 		$1.64M Buy
38,933
+4,247
+12% +$180K 0.26% 90
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

Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Holistic Planning's DFCF Position: Q2 2026 in Review

Holistic Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 12% in Q2 2026, buying an estimated $180K and bringing the position to 38,933 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #90.

Holistic Planning first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Holistic Planning held 38,933 shares of Dimensional Core Fixed Income ETF worth $1.64M as of Q2 2026.
  • Holistic Planning bought 4,247 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $180K.
  • Dimensional Core Fixed Income ETF made up 0.26% of Holistic Planning's portfolio in Q2 2026, its #90 holding.
  • Holistic Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.