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

SpringVest 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	$11.1M	Sell	261,998 -5,653	-2%	-$239K	6.96%	3
2026 Q1	$11.3M	Buy	267,651 +35,191	+15%	+$1.5M	7.72%	2
2025 Q4	$9.89M	Buy	232,460 +65,488	+39%	+$2.81M	6.89%	5
2025 Q3	$7.14M	Buy	166,972 +61,286	+58%	+$2.6M	5.25%	6
2025 Q2	$4.47M	Buy	105,686 +2,484	+2%	+$104K	3.62%	8
2025 Q1	$4.34M	Buy	103,202 +6,151	+6%	+$256K	3.6%	7
2024 Q4	$4.01M	Buy	+97,051	New	+$4.09M	3.43%	7

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

BPA

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

SpringVest Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 2.1% in Q2 2026, selling an estimated $239K and leaving 261,998 shares worth $11.1M. The position accounts for 6.96% of the portfolio, ranked #3.

SpringVest Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

SpringVest Wealth Management held 261,998 shares of Dimensional Core Fixed Income ETF worth $11.1M as of Q2 2026.
SpringVest Wealth Management sold 5,653 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $239K.
Dimensional Core Fixed Income ETF made up 6.96% of SpringVest Wealth Management's portfolio in Q2 2026, its #3 holding.
SpringVest Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Dimensional Core Fixed Income ETF position peaked at $11.3M in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.