Meredith Wealth Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Meredith Wealth Planning’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	$15.9M	Buy	376,067 +25,289	+7%	+$1.07M	3.75%	8
2026 Q1	$14.8M	Buy	350,778 +49,394	+16%	+$2.11M	4.01%	8
2025 Q4	$12.8M	Buy	301,384 +11,088	+4%	+$475K	3.82%	9
2025 Q3	$12.4M	Buy	290,296 +24,243	+9%	+$1.03M	3.93%	9
2025 Q2	$11.2M	Buy	266,053 +25,708	+11%	+$1.07M	4.08%	9
2025 Q1	$10.1M	Buy	240,345 +8,941	+4%	+$373K	4.46%	8
2024 Q4	$9.55M	Buy	231,404 +23,101	+11%	+$973K	4.26%	8
2024 Q3	$9M	Buy	208,303 +18,466	+10%	+$787K	4.29%	8
2024 Q2	$7.89M	Buy	189,837 +14,565	+8%	+$603K	4.13%	9
2024 Q1	$7.35M	Buy	175,272 +24,277	+16%	+$1.02M	4.1%	9
2023 Q4	$6.4M	Buy	150,995 +29,342	+24%	+$1.2M	3.98%	9
2023 Q3	$4.91M	Buy	121,653 +10,464	+9%	+$432K	3.65%	7
2023 Q2	$4.64M	Buy	111,189 +18,760	+20%	+$792K	3.77%	6
2023 Q1	$3.93M	Buy	92,429 +21,880	+31%	+$925K	3.16%	6
2022 Q4	$2.93M	Buy	+70,549	New	+$2.92M	2.52%	7

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

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

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

Meredith Wealth Planning's DFCF Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.2% in Q2 2026, buying an estimated $1.07M and bringing the position to 376,067 shares worth $15.9M. The position accounts for 3.75% of the portfolio, ranked #8.

Meredith Wealth Planning first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Meredith Wealth Planning held 376,067 shares of Dimensional Core Fixed Income ETF worth $15.9M as of Q2 2026.
Meredith Wealth Planning bought 25,289 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.07M.
Dimensional Core Fixed Income ETF made up 3.75% of Meredith Wealth Planning's portfolio in Q2 2026, its #8 holding.
Meredith Wealth Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.