PL
DFCF icon

Plancorp LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Plancorp LLC’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 		$521K Buy
12,457
+125
+1% +$5.28K 0.01% 248
2026
Q1 		$523K Buy
12,332
+86
+0.7% +$3.67K 0.01% 221
2025
Q4 		$521K Buy
12,246
+179
+1% +$7.67K 0.02% 214
2025
Q3 		$516K Buy
12,067
+135
+1% +$5.73K 0.02% 221
2025
Q2 		$504K Buy
11,932
+141
+1% +$5.88K 0.02% 222
2025
Q1 		$496K Buy
11,791
+6,059
+106% +$253K 0.02% 208
2024
Q4 		$237K Buy
+5,732
New +$241K 0.01% 282

Other funds holding DFCF

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
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

Plancorp LLC's DFCF Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1% in Q2 2026, buying an estimated $5.28K and bringing the position to 12,457 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #248.

Plancorp LLC first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2026. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Plancorp LLC held 12,457 shares of Dimensional Core Fixed Income ETF worth $521K as of Q2 2026.
  • Plancorp LLC bought 125 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.28K.
  • Dimensional Core Fixed Income ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #248 holding.
  • Plancorp LLC first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Plancorp LLC's Dimensional Core Fixed Income ETF position peaked at $523K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.