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

Parkshore 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 Q1	$30.9M	Buy	732,420 +165,978	+29%	+$7.08M	10.34%	2
2025 Q4	$24.1M	Buy	566,442 +100,635	+22%	+$4.31M	9.05%	2
2025 Q3	$19.9M	Buy	465,807 +100,604	+28%	+$4.27M	8.12%	2
2025 Q2	$15.4M	Buy	365,203 +52,309	+17%	+$2.18M	7.54%	2
2025 Q1	$13.2M	Buy	312,894 +31,799	+11%	+$1.33M	7.65%	2
2024 Q4	$11.6M	Buy	+281,095	New	+$11.8M	6.98%	2

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

Parkshore Wealth Management's DFCF Position: Q1 2026 in Review

Parkshore Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 29% in Q1 2026, buying an estimated $7.08M and bringing the position to 732,420 shares worth $30.9M. The position accounts for 10.34% of the portfolio, ranked #2.

Parkshore Wealth Management 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.

Parkshore Wealth Management held 732,420 shares of Dimensional Core Fixed Income ETF worth $30.9M as of Q1 2026.
Parkshore Wealth Management bought 165,978 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $7.08M.
Dimensional Core Fixed Income ETF made up 10.34% of Parkshore Wealth Management's portfolio in Q1 2026, its #2 holding.
Parkshore Wealth Management 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 Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.