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 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

Potentia Wealth's DFCF Position: Q2 2026 in Review

Potentia Wealth held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 8,865 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #52.

Potentia Wealth first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q1 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Potentia Wealth held 8,865 shares of Dimensional Core Fixed Income ETF worth $374K as of Q2 2026.
Potentia Wealth left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.15% of Potentia Wealth's portfolio in Q2 2026, its #52 holding.
Potentia Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's Dimensional Core Fixed Income ETF position peaked at $456K in Q1 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.