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

Master's 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 Q1	$1.47M	Sell	34,910 -5,867	-14%	-$250K	0.5%	16
2025 Q4	$1.74M	Sell	40,777 -304,255	-88%	-$13M	0.62%	15
2025 Q3	$14.8M	Buy	345,032 +19,122	+6%	+$811K	6.4%	6
2025 Q2	$13.8M	Buy	325,910 +17,079	+6%	+$712K	6.43%	6
2025 Q1	$13M	Buy	308,831 +8,434	+3%	+$351K	6.82%	6
2024 Q4	$12.4M	Buy	+300,397	New	+$12.6M	6.62%	6

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

Master's Wealth Management's DFCF Position: Q1 2026 in Review

Master's Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q1 2026, selling an estimated $250K and leaving 34,910 shares worth $1.47M. The position accounts for 0.5% of the portfolio, ranked #16.

Master's Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8M in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Master's Wealth Management held 34,910 shares of Dimensional Core Fixed Income ETF worth $1.47M as of Q1 2026.
Master's Wealth Management sold 5,867 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $250K.
Dimensional Core Fixed Income ETF made up 0.5% of Master's Wealth Management's portfolio in Q1 2026, its #16 holding.
Master's Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Master's Wealth Management's Dimensional Core Fixed Income ETF position peaked at $14.8M in Q3 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.