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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
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

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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

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. 509 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.
  • 509 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.