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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
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

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

RCS Financial Planning's DFCF Position: Q2 2026 in Review

RCS Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.42% in Q2 2026, buying an estimated $74K and bringing the position to 413,979 shares worth $17.5M. The position accounts for 8.27% of the portfolio, ranked #2.

RCS Financial Planning first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.2M in Q3 2024. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • RCS Financial Planning held 413,979 shares of Dimensional Core Fixed Income ETF worth $17.5M as of Q2 2026.
  • RCS Financial Planning bought 1,751 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $74K.
  • Dimensional Core Fixed Income ETF made up 8.27% of RCS Financial Planning's portfolio in Q2 2026, its #2 holding.
  • RCS Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's Dimensional Core Fixed Income ETF position peaked at $28.2M in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.