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

Selective 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 Q3	$2.64M	Buy	65,112 +17,422	+37%	+$722K	0.62%	24
2026 Q2	$2M	Buy	47,690 +17,331	+57%	+$733K	0.53%	27
2026 Q1	$1.28M	Buy	+30,359	New	+$1.3M	0.38%	39

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Selective Wealth Management's DFCF Position: Q3 2026 in Review

Selective Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 37% in Q3 2026, buying an estimated $722K and bringing the position to 65,112 shares worth $2.64M. The position accounts for 0.62% of the portfolio, ranked #24.

Selective Wealth Management first reported a position in DFCF in Q1 2026 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Selective Wealth Management held 65,112 shares of Dimensional Core Fixed Income ETF worth $2.64M as of Q3 2026.
Selective Wealth Management bought 17,422 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $722K.
Dimensional Core Fixed Income ETF made up 0.62% of Selective Wealth Management's portfolio in Q3 2026, its #24 holding.
Selective Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
221 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.