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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
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

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
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Selective Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 57% in Q2 2026, buying an estimated $733K and bringing the position to 47,690 shares worth $2M. The position accounts for 0.53% of the portfolio, ranked #27.

Selective Wealth Management first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Selective Wealth Management held 47,690 shares of Dimensional Core Fixed Income ETF worth $2M as of Q2 2026.
  • Selective Wealth Management bought 17,331 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $733K.
  • Dimensional Core Fixed Income ETF made up 0.53% of Selective Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Selective Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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