Physician Wealth Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Physician Wealth Solutions’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	$22.9M	Buy	542,729 +20,027	+4%	+$847K	8.69%	2
2026 Q1	$22.1M	Buy	522,702 +11,292	+2%	+$482K	9.14%	2
2025 Q4	$21.8M	Buy	511,410 +39,694	+8%	+$1.7M	9.23%	2
2025 Q3	$20.2M	Buy	471,716 +11,222	+2%	+$476K	8.81%	2
2025 Q2	$19.5M	Sell	460,494 -19,614	-4%	-$818K	9.02%	2
2025 Q1	$20.2M	Buy	480,108 +219	+0%	+$9.13K	10.15%	2
2024 Q4	$19.8M	Buy	479,889 +6,605	+1%	+$278K	9.92%	2
2024 Q3	$19.9M	Buy	473,284 +269,398	+132%	+$11.5M	9.91%	2
2024 Q2	$8.47M	Buy	203,886 +66,670	+49%	+$2.76M	6.05%	7
2024 Q1	$5.76M	Buy	137,216 +47,741	+53%	+$2M	4.83%	9
2023 Q4	$3.79M	Buy	+89,475	New	+$3.66M	3.79%	9

Other funds holding DFCF

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Physician Wealth Solutions's DFCF Position: Q2 2026 in Review

Physician Wealth Solutions increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.8% in Q2 2026, buying an estimated $847K and bringing the position to 542,729 shares worth $22.9M. The position accounts for 8.69% of the portfolio, ranked #2.

Physician Wealth Solutions first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Physician Wealth Solutions held 542,729 shares of Dimensional Core Fixed Income ETF worth $22.9M as of Q2 2026.
Physician Wealth Solutions bought 20,027 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $847K.
Dimensional Core Fixed Income ETF made up 8.69% of Physician Wealth Solutions's portfolio in Q2 2026, its #2 holding.
Physician Wealth Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.