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
2026 Q2	$3.7M	Buy	+87,540	New	+$3.7M	1.91%	15
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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Schulz Wealth's DFCF Position: Q2 2026 in Review

Schulz Wealth opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 87,540 shares worth $3.7M. The stake represents 1.91% of the portfolio and ranks #15 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in DFCF as recently as Q4 2025.

Schulz Wealth first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Schulz Wealth held 87,540 shares of Dimensional Core Fixed Income ETF worth $3.7M as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Schulz Wealth position in Q2 2026.
Dimensional Core Fixed Income ETF made up 1.91% of Schulz Wealth's portfolio in Q2 2026, its #15 holding.
Schulz Wealth first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.