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

IHT 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	$1.28M	Buy	30,296 +5,897	+24%	+$249K	0.03%	524
2026 Q1	$1.03M	Buy	24,399 +14,420	+145%	+$615K	0.02%	561
2025 Q4	$425K	Buy	+9,979	New	+$427K	0.01%	841
2023 Q4	–	Sell	-6,702	Closed	-$311K	–	992
2023 Q3	$311K	Buy	+6,702	New	+$276K	0.02%	723

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

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

IHT Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 24% in Q2 2026, buying an estimated $249K and bringing the position to 30,296 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #524.

IHT Wealth Management first reported a position in DFCF in Q3 2023 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

IHT Wealth Management held 30,296 shares of Dimensional Core Fixed Income ETF worth $1.28M as of Q2 2026.
IHT Wealth Management bought 5,897 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $249K.
Dimensional Core Fixed Income ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #524 holding.
IHT Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 4 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.