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

Riverchase Wealth Management’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	$17.2M	Buy	408,292 +13,603	+3%	+$575K	8.03%	4
2026 Q1	$16.7M	Buy	394,689 +35,484	+10%	+$1.51M	8.68%	4
2025 Q4	$15.3M	Buy	359,205 +7,994	+2%	+$342K	8.3%	5
2025 Q3	$15M	Buy	351,211 +16,924	+5%	+$718K	8.51%	4
2025 Q2	$14.1M	Buy	334,287 +17,939	+6%	+$748K	8.96%	4
2025 Q1	$13.3M	Buy	316,348 +16,439	+5%	+$685K	9.32%	4
2024 Q4	$12.4M	Buy	+299,909	New	+$12.6M	9.26%	3

Other funds holding DFCF

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

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

GWWM

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Riverchase Wealth Management's DFCF Position: Q2 2026 in Review

Riverchase Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.4% in Q2 2026, buying an estimated $575K and bringing the position to 408,292 shares worth $17.2M. The position accounts for 8.03% of the portfolio, ranked #4.

Riverchase Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Riverchase Wealth Management held 408,292 shares of Dimensional Core Fixed Income ETF worth $17.2M as of Q2 2026.
Riverchase Wealth Management bought 13,603 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $575K.
Dimensional Core Fixed Income ETF made up 8.03% of Riverchase Wealth Management's portfolio in Q2 2026, its #4 holding.
Riverchase Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.