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 Q2	$446K	Sell	10,574 -579	-5%	-$24.5K	0.03%	86
2026 Q1	$471K	Sell	11,153 -11	-0.1%	-$469	0.03%	78
2025 Q4	$475K	Buy	+11,164	New	+$478K	0.03%	80

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

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Lutz Financial Services's DFCF Position: Q2 2026 in Review

Lutz Financial Services reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 5.2% in Q2 2026, selling an estimated $24.5K and leaving 10,574 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #86.

Lutz Financial Services first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $475K in Q4 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Lutz Financial Services held 10,574 shares of Dimensional Core Fixed Income ETF worth $446K as of Q2 2026.
Lutz Financial Services sold 579 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $24.5K.
Dimensional Core Fixed Income ETF made up 0.03% of Lutz Financial Services's portfolio in Q2 2026, its #86 holding.
Lutz Financial Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
Lutz Financial Services's Dimensional Core Fixed Income ETF position peaked at $475K in Q4 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.