LWM
DFCF icon

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

Liberty 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 		$28.8M Hold
681,228
– – 3.6% 6
2026
Q1 		$28.8M Buy
681,228
+17,978
+3% +$767K 3.6% 6
2025
Q4 		$28.2M Buy
663,250
+307,394
+86% +$13.2M 3.64% 7
2025
Q3 		$15.2M Buy
355,856
+4,020
+1% +$171K 2.14% 13
2025
Q2 		$14.9M Buy
351,836
+35,948
+11% +$1.5M 2.33% 11
2025
Q1 		$13.3M Sell
315,888
-6,757
-2% -$282K 2.54% 12
2024
Q4 		$13.3M Buy
322,645
+18,217
+6% +$767K 2.22% 10
2024
Q3 		$13.1M Sell
304,428
-589,546
-66% -$25.1M 2.23% 12
2024
Q2 		$12.4M Buy
893,974
+600,651
+205% +$24.9M 2.27% 11
2024
Q1 		$12.3M Buy
293,323
+1,317
+0.5% +$55.3K 2.4% 10
2023
Q4 		$12.4M Buy
+292,006
New +$11.9M 2.65% 9

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

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

Liberty Wealth Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 681,228 shares worth $28.8M. The position accounts for 3.6% of the portfolio, ranked #6.

Liberty Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Liberty Wealth Management held 681,228 shares of Dimensional Core Fixed Income ETF worth $28.8M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 3.6% of Liberty Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Liberty Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.