Mission Wealth Management
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
Q3 		$4.89M Buy
121,891
+17,356
+17% +$719K 0.08% 148
2026
Q2 		$4.41M Buy
104,535
+21,302
+26% +$900K 0.05% 189
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

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HB Wealth Management
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Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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

Mission Wealth Management's DFCF Position: Q3 2026 in Review

Mission Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 17% in Q3 2026, buying an estimated $719K and bringing the position to 121,891 shares worth $4.89M. The position accounts for 0.08% of the portfolio, ranked #148.

Mission Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Mission Wealth Management held 121,891 shares of Dimensional Core Fixed Income ETF worth $4.89M as of Q3 2026.
  • Mission Wealth Management bought 17,356 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $719K.
  • Dimensional Core Fixed Income ETF made up 0.08% of Mission Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Mission Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.