Next Level Wealth Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Next Level Wealth Planning’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	$1.42M	Buy	33,644 +11,248	+50%	+$480K	0.73%	15
2025 Q4	$953K	Buy	22,396 +8,411	+60%	+$360K	0.51%	17
2025 Q3	$598K	Buy	13,985 +540	+4%	+$22.9K	0.34%	23
2025 Q2	$568K	Buy	13,445 +5,460	+68%	+$228K	0.36%	21
2025 Q1	$336K	Buy	7,985 +769	+11%	+$32K	0.25%	32
2024 Q4	$298K	Buy	+7,216	New	+$304K	0.23%	34

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

Next Level Wealth Planning's DFCF Position: Q1 2026 in Review

Next Level Wealth Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 50% in Q1 2026, buying an estimated $480K and bringing the position to 33,644 shares worth $1.42M. The position accounts for 0.73% of the portfolio, ranked #15.

Next Level Wealth Planning 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.

Next Level Wealth Planning held 33,644 shares of Dimensional Core Fixed Income ETF worth $1.42M as of Q1 2026.
Next Level Wealth Planning bought 11,248 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $480K.
Dimensional Core Fixed Income ETF made up 0.73% of Next Level Wealth Planning's portfolio in Q1 2026, its #15 holding.
Next Level Wealth Planning 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 Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.