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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

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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
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

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. 508 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.
  • 508 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.