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DFCF icon

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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Potentia Wealth's DFCF Position: Q1 2026 in Review

Potentia Wealth reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.1% in Q1 2026, selling an estimated $4.1K and leaving 8,865 shares worth $374K. The position accounts for 0.14% of the portfolio, ranked #69.

Potentia Wealth first reported a position in DFCF in Q4 2024 and has held it in 5 quarters since. The position peaked at $456K in Q1 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Potentia Wealth held 8,865 shares of Dimensional Core Fixed Income ETF worth $374K as of Q1 2026.
  • Potentia Wealth sold 96 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $4.1K.
  • Dimensional Core Fixed Income ETF made up 0.14% of Potentia Wealth's portfolio in Q1 2026, its #69 holding.
  • Potentia Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Potentia Wealth's Dimensional Core Fixed Income ETF position peaked at $456K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.