Moller Wealth Partners
DFCF icon

Moller Wealth Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Moller Wealth Partners’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 		$20.9M Buy
522,073
+24,207
+5% +$1M 3.84% 10
2026
Q2 		$21M Buy
497,866
+20,211
+4% +$854K 3.8% 10
2026
Q1 		$20.2M Buy
477,655
+44,121
+10% +$1.88M 3.98% 11
2025
Q4 		$18.5M Sell
433,534
-3,995
-0.9% -$171K 3.86% 11
2025
Q3 		$18.7M Buy
437,529
+23,923
+6% +$1.01M 3.9% 10
2025
Q2 		$17.5M Buy
413,606
+37,499
+10% +$1.56M 3.86% 11
2025
Q1 		$15.8M Buy
376,107
+32,999
+10% +$1.38M 3.91% 11
2024
Q4 		$14.2M Buy
343,108
+7,707
+2% +$324K 3.72% 11
2024
Q3 		$14.5M Buy
335,401
+8,078
+2% +$344K 3.62% 11
2024
Q2 		$13.6M Buy
327,323
+9,646
+3% +$400K 3.63% 11
2024
Q1 		$13.3M Buy
+317,677
New +$13.3M 3.61% 11

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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

Moller Wealth Partners's DFCF Position: Q3 2026 in Review

Moller Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.9% in Q3 2026, buying an estimated $1M and bringing the position to 522,073 shares worth $20.9M. The position accounts for 3.84% of the portfolio, ranked #10.

Moller Wealth Partners first reported a position in DFCF in Q1 2024 and has held it in 11 quarters since. The position peaked at $21M in Q2 2026. 231 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Moller Wealth Partners held 522,073 shares of Dimensional Core Fixed Income ETF worth $20.9M as of Q3 2026.
  • Moller Wealth Partners bought 24,207 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1M.
  • Dimensional Core Fixed Income ETF made up 3.84% of Moller Wealth Partners's portfolio in Q3 2026, its #10 holding.
  • Moller Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Moller Wealth Partners's Dimensional Core Fixed Income ETF position peaked at $21M in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

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