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DFCF icon

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

Schulz 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
2025
Q4 		$3.43M Buy
80,536
+10,947
+16% +$469K 2.2% 13
2025
Q3 		$2.98M Buy
69,589
+31,070
+81% +$1.32M 1.97% 13
2025
Q2 		$1.63M Buy
38,519
+21,873
+131% +$912K 1.22% 19
2025
Q1 		$700K Buy
16,646
+1,692
+11% +$70.5K 0.53% 29
2024
Q4 		$617K Sell
14,954
-5,929
-28% -$250K 0.47% 29
2024
Q3 		$902K Buy
20,883
+11,751
+129% +$501K 0.7% 22
2024
Q2 		$379K Buy
9,132
+455
+5% +$18.9K 0.32% 40
2024
Q1 		$364K Buy
+8,677
New +$364K 0.31% 39

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Schulz Wealth's DFCF Position: Q4 2025 in Review

Schulz Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q4 2025, buying an estimated $469K and bringing the position to 80,536 shares worth $3.43M. The position accounts for 2.2% of the portfolio, ranked #13.

Schulz Wealth first reported a position in DFCF in Q1 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Schulz Wealth held 80,536 shares of Dimensional Core Fixed Income ETF worth $3.43M as of Q4 2025.
  • Schulz Wealth bought 10,947 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $469K.
  • Dimensional Core Fixed Income ETF made up 2.2% of Schulz Wealth's portfolio in Q4 2025, its #13 holding.
  • Schulz Wealth first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
  • 460 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.