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Leading Edge Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Leading Edge Financial 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 		$30.5M Buy
723,730
+87,663
+14% +$3.71M 5.44% 8
2026
Q1 		$26.9M Buy
636,067
+33,336
+6% +$1.42M 5.65% 9
2025
Q4 		$25.7M Buy
602,731
+58,901
+11% +$2.52M 5.85% 8
2025
Q3 		$23.3M Buy
543,830
+45,812
+9% +$1.94M 5.84% 8
2025
Q2 		$21M Buy
498,018
+25,882
+5% +$1.08M 5.85% 8
2025
Q1 		$19.9M Buy
472,136
+21,455
+5% +$894K 6.2% 7
2024
Q4 		$18.6M Buy
450,681
+405,202
+891% +$17.1M 6.1% 7
2024
Q3 		$1.96M Buy
45,479
+7,763
+21% +$331K 0.66% 17
2024
Q2 		$1.57M Buy
37,716
+21,003
+126% +$870K 0.63% 18
2024
Q1 		$701K Buy
16,713
+1,300
+8% +$54.6K 0.31% 27
2023
Q4 		$654K Sell
15,413
-1,780
-10% -$72.8K 0.34% 27
2023
Q3 		$694K Sell
17,193
-816
-5% -$33.6K 0.44% 32
2023
Q2 		$752K Sell
18,009
-1,747
-9% -$73.7K 0.49% 29
2023
Q1 		$840K Sell
19,756
-1,685
-8% -$71.2K 0.61% 27
2022
Q4 		$890K Buy
+21,441
New +$887K 0.77% 23

Other funds holding DFCF

TI
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
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
AC
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

Leading Edge Financial Planning's DFCF Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $3.71M and bringing the position to 723,730 shares worth $30.5M. The position accounts for 5.44% of the portfolio, ranked #8.

Leading Edge Financial Planning first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Leading Edge Financial Planning held 723,730 shares of Dimensional Core Fixed Income ETF worth $30.5M as of Q2 2026.
  • Leading Edge Financial Planning bought 87,663 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.71M.
  • Dimensional Core Fixed Income ETF made up 5.44% of Leading Edge Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.