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

Regimen 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 		$28.3M Buy
669,870
+19,386
+3% +$819K 7.62% 3
2026
Q1 		$27.5M Buy
+650,484
New +$27.8M 8.02% 3

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

Regimen Wealth's DFCF Position: Q2 2026 in Review

Regimen Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3% in Q2 2026, buying an estimated $819K and bringing the position to 669,870 shares worth $28.3M. The position accounts for 7.62% of the portfolio, ranked #3.

Regimen Wealth first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Regimen Wealth held 669,870 shares of Dimensional Core Fixed Income ETF worth $28.3M as of Q2 2026.
  • Regimen Wealth bought 19,386 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $819K.
  • Dimensional Core Fixed Income ETF made up 7.62% of Regimen Wealth's portfolio in Q2 2026, its #3 holding.
  • Regimen Wealth first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.