MWM
DFCF icon

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

Mission 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 		$3.51M Buy
83,233
+16,865
+25% +$720K 0.07% 145
2025
Q4 		$2.82M Buy
66,368
+34,717
+110% +$1.49M 0.06% 175
2025
Q3 		$1.35M Buy
31,651
+722
+2% +$30.6K 0.03% 274
2025
Q2 		$1.31M Buy
30,929
+390
+1% +$16.3K 0.03% 277
2025
Q1 		$1.28M Sell
30,539
-1,402
-4% -$58.4K 0.03% 252
2024
Q4 		$1.32M Buy
+31,941
New +$1.34M 0.03% 232

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
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
AC
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
SC
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

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

Mission Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 25% in Q1 2026, buying an estimated $720K and bringing the position to 83,233 shares worth $3.51M. The position accounts for 0.07% of the portfolio, ranked #145.

Mission Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Mission Wealth Management held 83,233 shares of Dimensional Core Fixed Income ETF worth $3.51M as of Q1 2026.
  • Mission Wealth Management bought 16,865 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $720K.
  • Dimensional Core Fixed Income ETF made up 0.07% of Mission Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Mission Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.