SwitchPoint Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SwitchPoint Financial Planning’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	$2.36M	Buy	55,955 +3,204	+6%	+$135K	1.36%	18
2026 Q1	$2.23M	Buy	52,751 +9,550	+22%	+$407K	1.51%	17
2025 Q4	$1.84M	Buy	43,201 +2,888	+7%	+$124K	1.29%	22
2025 Q3	$1.72M	Buy	40,313 +443	+1%	+$18.8K	1.25%	23
2025 Q2	$1.68M	Buy	39,870 +1,498	+4%	+$62.5K	1.38%	20
2025 Q1	$1.61M	Buy	38,372 +13,181	+52%	+$549K	1.53%	19
2024 Q4	$1.04M	Buy	+25,191	New	+$1.06M	1%	25

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

SwitchPoint Financial Planning's DFCF Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.1% in Q2 2026, buying an estimated $135K and bringing the position to 55,955 shares worth $2.36M. The position accounts for 1.36% of the portfolio, ranked #18.

SwitchPoint Financial Planning first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

SwitchPoint Financial Planning held 55,955 shares of Dimensional Core Fixed Income ETF worth $2.36M as of Q2 2026.
SwitchPoint Financial Planning bought 3,204 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $135K.
Dimensional Core Fixed Income ETF made up 1.36% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #18 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.