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

Simplicity 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	$3.65M	Buy	86,568 +2,683	+3%	+$113K	0.12%	179
2026 Q1	$3.54M	Sell	83,885 -544	-0.6%	-$23.2K	0.2%	111
2025 Q4	$3.59M	Sell	84,429 -42,417	-33%	-$1.82M	0.21%	105
2025 Q3	$5.42M	Buy	126,846 +112,767	+801%	+$4.78M	0.31%	73
2025 Q2	$595K	Sell	14,079 -109,306	-89%	-$4.56M	0.02%	417
2025 Q1	$5.19M	Buy	123,385 +96,113	+352%	+$4.01M	0.4%	50
2024 Q4	$1.13M	Sell	27,272 -492	-2%	-$20.7K	0.23%	81
2024 Q3	$1.2M	Sell	27,764 -657	-2%	-$28K	0.11%	166
2024 Q2	$1.18M	Buy	28,421 +2,679	+10%	+$111K	0.03%	486
2024 Q1	$1.08M	Buy	+25,742	New	+$1.08M	0.03%	497
2023 Q4	–	Sell	-5,528	Closed	-$223K	–	182
2023 Q3	$223K	Buy	+5,528	New	+$228K	0.13%	82

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

Simplicity Wealth's DFCF Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.2% in Q2 2026, buying an estimated $113K and bringing the position to 86,568 shares worth $3.65M. The position accounts for 0.12% of the portfolio, ranked #179.

Simplicity Wealth first reported a position in DFCF in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.42M in Q3 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Simplicity Wealth held 86,568 shares of Dimensional Core Fixed Income ETF worth $3.65M as of Q2 2026.
Simplicity Wealth bought 2,683 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $113K.
Dimensional Core Fixed Income ETF made up 0.12% of Simplicity Wealth's portfolio in Q2 2026, its #179 holding.
Simplicity Wealth first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
Simplicity Wealth's Dimensional Core Fixed Income ETF position peaked at $5.42M in Q3 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.