Planning Center Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Planning Center Inc’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	$247K	Hold	5,854	–	–	0.02%	73
2026 Q1	$247K	Hold	5,854	–	–	0.03%	68
2025 Q4	$249K	Hold	5,854	–	–	0.03%	68
2025 Q3	$250K	Hold	5,854	–	–	0.03%	68
2025 Q2	$247K	Hold	5,854	–	–	0.03%	67
2025 Q1	$246K	Sell	5,854 -32	-0.5%	-$1.33K	0.03%	63
2024 Q4	$243K	Sell	5,886 -309	-5%	-$13K	0.03%	58
2024 Q3	$268K	Hold	6,195	–	–	0.03%	56
2024 Q2	$257K	Buy	+6,195	New	+$257K	0.03%	57

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

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

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

BHWM

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

Planning Center Inc's DFCF Position: Q2 2026 in Review

Planning Center Inc held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 5,854 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #73.

Planning Center Inc first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. The position peaked at $268K in Q3 2024. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Planning Center Inc held 5,854 shares of Dimensional Core Fixed Income ETF worth $247K as of Q2 2026.
Planning Center Inc left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #73 holding.
Planning Center Inc first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Planning Center Inc's Dimensional Core Fixed Income ETF position peaked at $268K in Q3 2024.
263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.