Phillips Financial Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Phillips Financial 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 Q2	$110M	Buy	2,598,931 +72,654	+3%	+$3.07M	8.04%	2
2026 Q1	$107M	Sell	2,526,277 -111,989	-4%	-$4.78M	7.74%	2
2025 Q4	$112M	Buy	2,638,266 +268,092	+11%	+$11.5M	7.24%	2
2025 Q3	$101M	Buy	2,370,174 +332,760	+16%	+$14.1M	6.69%	2
2025 Q2	$86.1M	Buy	2,037,414 +124,059	+6%	+$5.17M	6.25%	2
2025 Q1	$80.5M	Buy	1,913,355 +244,535	+15%	+$10.2M	6.22%	2
2024 Q4	$68.9M	Buy	1,668,820 +647,676	+63%	+$27.3M	5.42%	2
2024 Q3	$44.1M	Buy	1,021,144 +300,262	+42%	+$12.8M	3.42%	5
2024 Q2	$29.9M	Buy	720,882 +74,675	+12%	+$3.09M	2.47%	10
2024 Q1	$27.1M	Buy	646,207 +108,643	+20%	+$4.56M	2.22%	14
2023 Q4	$22.8M	Buy	537,564 +147,895	+38%	+$6.05M	1.98%	15
2023 Q3	$15.7M	Buy	389,669 +96,595	+33%	+$3.98M	1.49%	19
2023 Q2	$12.2M	Buy	293,074 +90,215	+44%	+$3.81M	1.13%	25
2023 Q1	$8.62M	Buy	202,859 +33,401	+20%	+$1.41M	0.83%	32
2022 Q4	$7.04M	Buy	169,458 +52,637	+45%	+$2.18M	0.72%	36
2022 Q3	$4.78M	Buy	116,821 +30,992	+36%	+$1.35M	0.53%	42
2022 Q2	$3.74M	Buy	85,829 +73,368	+589%	+$3.25M	0.41%	50
2022 Q1	$578K	Buy	+12,461	New	+$598K	0.05%	102

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

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 $7.88B AUM 10.78% 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 $2.28B AUM 39.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management's DFCF Position: Q2 2026 in Review

Phillips Financial Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.9% in Q2 2026, buying an estimated $3.07M and bringing the position to 2,598,931 shares worth $110M. The position accounts for 8.04% of the portfolio, ranked #2.

Phillips Financial Management first reported a position in DFCF in Q1 2022 and has held it in 18 quarters since. The position peaked at $112M in Q4 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Phillips Financial Management held 2,598,931 shares of Dimensional Core Fixed Income ETF worth $110M as of Q2 2026.
Phillips Financial Management bought 72,654 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.07M.
Dimensional Core Fixed Income ETF made up 8.04% of Phillips Financial Management's portfolio in Q2 2026, its #2 holding.
Phillips Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
Phillips Financial Management's Dimensional Core Fixed Income ETF position peaked at $112M in Q4 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.