Meredith Wealth Planning
DFCF icon

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
Q3 		$3.09M Sell
77,112
-298,955
-79% -$12.4M 0.77% 18
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 		$9.6M 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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Meredith Wealth Planning's DFCF Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 79% in Q3 2026, selling an estimated $12.4M and leaving 77,112 shares worth $3.09M. The position accounts for 0.77% of the portfolio, ranked #18.

Meredith Wealth Planning first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.9M in Q2 2026. 137 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Meredith Wealth Planning held 77,112 shares of Dimensional Core Fixed Income ETF worth $3.09M as of Q3 2026.
  • Meredith Wealth Planning sold 298,955 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $12.4M.
  • Dimensional Core Fixed Income ETF made up 0.77% of Meredith Wealth Planning's portfolio in Q3 2026, its #18 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Meredith Wealth Planning's Dimensional Core Fixed Income ETF position peaked at $15.9M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.