MWM
DFCF icon

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

Modera 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
Q2 		$16.3M Buy
386,395
+182,312
+89% +$7.71M 0.17% 97
2026
Q1 		$8.62M Sell
204,083
-3,626
-2% -$155K 0.1% 137
2025
Q4 		$8.84M Sell
207,709
-17,888
-8% -$766K 0.1% 135
2025
Q3 		$9.65M Sell
225,597
-11,097
-5% -$471K 0.11% 128
2025
Q2 		$10M Sell
236,694
-502
-0.2% -$20.9K 0.12% 126
2025
Q1 		$9.98M Buy
237,196
+15,926
+7% +$664K 0.14% 122
2024
Q4 		$9.13M Buy
221,270
+206,069
+1,356% +$8.68M 0.11% 126
2024
Q3 		$657K Sell
15,201
-1,058
-7% -$45.1K 0.01% 365
2024
Q2 		$675K Hold
16,259
– – 0.01% 345
2024
Q1 		$682K Buy
16,259
+182
+1% +$7.64K 0.01% 357
2023
Q4 		$682K Buy
16,077
+256
+2% +$10.5K 0.01% 335
2023
Q3 		$639K Hold
15,821
– – 0.01% 330
2023
Q2 		$660K Sell
15,821
-1,456
-8% -$61.5K 0.01% 346
2023
Q1 		$734K Buy
17,277
+3,242
+23% +$137K 0.03% 177
2022
Q4 		$583K Buy
+14,035
New +$580K 0.02% 194

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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

Modera Wealth Management's DFCF Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 89% in Q2 2026, buying an estimated $7.71M and bringing the position to 386,395 shares worth $16.3M. The position accounts for 0.17% of the portfolio, ranked #97.

Modera Wealth Management 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.

  • Modera Wealth Management held 386,395 shares of Dimensional Core Fixed Income ETF worth $16.3M as of Q2 2026.
  • Modera Wealth Management bought 182,312 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $7.71M.
  • Dimensional Core Fixed Income ETF made up 0.17% of Modera Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Modera Wealth Management 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.