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Lutz Financial Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Lutz Financial Services’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
Q1 		$471K Sell
11,153
-11
-0.1% -$469 0.03% 78
2025
Q4 		$475K Buy
+11,164
New +$478K 0.03% 80

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Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Lutz Financial Services's DFCF Position: Q1 2026 in Review

Lutz Financial Services reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.1% in Q1 2026, selling an estimated $469 and leaving 11,153 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #78.

Lutz Financial Services first reported a position in DFCF in Q4 2025 and has held it in 2 quarters since. The position peaked at $475K in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Lutz Financial Services held 11,153 shares of Dimensional Core Fixed Income ETF worth $471K as of Q1 2026.
  • Lutz Financial Services sold 11 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $469.
  • Dimensional Core Fixed Income ETF made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #78 holding.
  • Lutz Financial Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Lutz Financial Services's Dimensional Core Fixed Income ETF position peaked at $475K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.