RCS Financial Planning
DFCF icon

RCS Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

RCS Financial Planning’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 		$8.29M Sell
206,597
-207,382
-50% -$8.6M 4.49% 4
2026
Q2 		$17.5M Buy
413,979
+1,751
+0.4% +$74K 8.27% 2
2026
Q1 		$17.4M Buy
412,228
+8,869
+2% +$378K 9.03% 2
2025
Q4 		$17.2M Buy
403,359
+1,166
+0.3% +$49.9K 7.4% 2
2025
Q3 		$17.2M Buy
402,193
+2,937
+0.7% +$125K 7.62% 2
2025
Q2 		$16.9M Sell
399,256
-17,990
-4% -$750K 8.39% 2
2025
Q1 		$17.5M Buy
417,246
+10,764
+3% +$449K 9.26% 2
2024
Q4 		$16.8M Sell
406,482
-246,875
-38% -$10.4M 8.93% 2
2024
Q3 		$28.2M Buy
653,357
+36,931
+6% +$1.57M 15.67% 1
2024
Q2 		$25.6M Buy
616,426
+150,999
+32% +$6.26M 15.1% 1
2024
Q1 		$19.5M Sell
465,427
-76,454
-14% -$3.21M 12.02% 1
2023
Q4 		$23M Buy
541,881
+68,770
+15% +$2.81M 15.03% 1
2023
Q3 		$19.1M Buy
473,111
+92,447
+24% +$3.81M 14.59% 1
2023
Q2 		$15.9M Buy
380,664
+20,825
+6% +$879K 13.11% 2
2023
Q1 		$15.3M Buy
359,839
+1,545
+0.4% +$65.3K 13.57% 2
2022
Q4 		$14.9M Buy
+358,294
New +$14.8M 14.45% 1

Other funds holding DFCF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

RCS Financial Planning's DFCF Position: Q3 2026 in Review

RCS Financial Planning reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 50% in Q3 2026, selling an estimated $8.6M and leaving 206,597 shares worth $8.29M. The position accounts for 4.49% of the portfolio, ranked #4.

RCS Financial Planning first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.2M in Q3 2024. 153 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • RCS Financial Planning held 206,597 shares of Dimensional Core Fixed Income ETF worth $8.29M as of Q3 2026.
  • RCS Financial Planning sold 207,382 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $8.6M.
  • Dimensional Core Fixed Income ETF made up 4.49% of RCS Financial Planning's portfolio in Q3 2026, its #4 holding.
  • RCS Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • RCS Financial Planning's Dimensional Core Fixed Income ETF position peaked at $28.2M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.