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

Potentia Wealth’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 Q3	$356K	Buy	8,872 +7	+0.1%	+$290	0.14%	53
2026 Q2	$374K	Hold	8,865	–	–	0.15%	52
2026 Q1	$374K	Sell	8,865 -96	-1%	-$4.1K	0.14%	69
2025 Q4	$381K	Sell	8,961 -142	-2%	-$6.08K	0.14%	69
2025 Q3	$389K	Buy	+9,103	New	+$386K	0.15%	71
2025 Q2	–	Sell	-10,843	Closed	-$456K	–	80
2025 Q1	$456K	Hold	10,843	–	–	0.21%	58
2024 Q4	$447K	Buy	+10,843	New	+$457K	0.2%	61

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Potentia Wealth's DFCF Position: Q3 2026 in Review

Potentia Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.08% in Q3 2026, buying an estimated $290 and bringing the position to 8,872 shares worth $356K. The position accounts for 0.14% of the portfolio, ranked #53.

Potentia Wealth first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q1 2025. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Potentia Wealth held 8,872 shares of Dimensional Core Fixed Income ETF worth $356K as of Q3 2026.
Potentia Wealth bought 7 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $290.
Dimensional Core Fixed Income ETF made up 0.14% of Potentia Wealth's portfolio in Q3 2026, its #53 holding.
Potentia Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's Dimensional Core Fixed Income ETF position peaked at $456K in Q1 2025.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Potentia Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.