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Legacy Capital Wealth Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Legacy Capital Wealth Partners’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 		$664K Buy
15,739
+1,462
+10% +$61.8K 0.13% 161
2026
Q1 		$603K Buy
14,277
+6,698
+88% +$286K 0.12% 175
2025
Q4 		$323K Buy
7,579
+1,533
+25% +$65.7K 0.07% 287
2025
Q3 		$259K Buy
6,046
+736
+14% +$31.2K 0.06% 330
2025
Q2 		$224K Buy
+5,310
New +$221K 0.05% 346

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Legacy Capital Wealth Partners's DFCF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q2 2026, buying an estimated $61.8K and bringing the position to 15,739 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #161.

Legacy Capital Wealth Partners first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Legacy Capital Wealth Partners held 15,739 shares of Dimensional Core Fixed Income ETF worth $664K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 1,462 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $61.8K.
  • Dimensional Core Fixed Income ETF made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.