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 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 $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SwitchPoint Financial Planning's DFCF Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q1 2026, buying an estimated $407K and bringing the position to 52,751 shares worth $2.23M. The position accounts for 1.51% of the portfolio, ranked #17.

SwitchPoint Financial Planning first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

SwitchPoint Financial Planning held 52,751 shares of Dimensional Core Fixed Income ETF worth $2.23M as of Q1 2026.
SwitchPoint Financial Planning bought 9,550 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $407K.
Dimensional Core Fixed Income ETF made up 1.51% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #17 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.