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Petersen Hastings Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Petersen Hastings Wealth Advisors’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 		$208M Buy
4,918,874
+347,537
+8% +$14.7M 17.42% 1
2026
Q1 		$193M Buy
4,571,337
+183,436
+4% +$7.83M 17.68% 1
2025
Q4 		$187M Buy
+4,387,901
New +$188M 17.93% 1

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
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Petersen Hastings Wealth Advisors's DFCF Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.6% in Q2 2026, buying an estimated $14.7M and bringing the position to 4,918,874 shares worth $208M. The position accounts for 17.42% of the portfolio, ranked #1.

Petersen Hastings Wealth Advisors first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 4,918,874 shares of Dimensional Core Fixed Income ETF worth $208M as of Q2 2026.
  • Petersen Hastings Wealth Advisors bought 347,537 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $14.7M.
  • Dimensional Core Fixed Income ETF made up 17.42% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Petersen Hastings Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.