MPWM Advisory Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MPWM Advisory Solutions’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	$45.2K	Hold	1,070	–	–	0.02%	214
2026 Q1	$45.2K	Hold	1,070	–	–	0.02%	206
2025 Q4	$45.5K	Hold	1,070	–	–	0.03%	189
2025 Q3	$45.8K	Hold	1,070	–	–	0.03%	174
2025 Q2	$45.2K	Buy	1,070 +400	+60%	+$16.7K	0.03%	168
2025 Q1	$28.2K	Hold	670	–	–	0.02%	198
2024 Q4	$27.7K	Buy	+670	New	+$28.2K	0.02%	206

Other funds holding DFCF

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

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

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

MPWM Advisory Solutions's DFCF Position: Q2 2026 in Review

MPWM Advisory Solutions held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 1,070 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #214.

MPWM Advisory Solutions first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.8K in Q3 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

MPWM Advisory Solutions held 1,070 shares of Dimensional Core Fixed Income ETF worth $45.2K as of Q2 2026.
MPWM Advisory Solutions left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #214 holding.
MPWM Advisory Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Dimensional Core Fixed Income ETF position peaked at $45.8K in Q3 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.