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

TCFG 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
Q1 		$220K Buy
5,207
+385
+8% +$16.4K 0.08% 245
2025
Q4 		$205K Buy
4,822
+46
+1% +$1.97K 0.08% 256
2025
Q3 		$204K Sell
4,776
-1,284
-21% -$54.5K 0.08% 247
2025
Q2 		$256K Hold
6,060
– – 0.12% 210
2025
Q1 		$255K Sell
6,060
-730
-11% -$30.4K 0.13% 194
2024
Q4 		$280K Buy
6,790
+635
+10% +$26.7K 0.14% 175
2024
Q3 		$266K Buy
+6,155
New +$262K 0.13% 172

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

TCFG Wealth Management's DFCF Position: Q1 2026 in Review

TCFG Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8% in Q1 2026, buying an estimated $16.4K and bringing the position to 5,207 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #245.

TCFG Wealth Management first reported a position in DFCF in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2024. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • TCFG Wealth Management held 5,207 shares of Dimensional Core Fixed Income ETF worth $220K as of Q1 2026.
  • TCFG Wealth Management bought 385 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $16.4K.
  • Dimensional Core Fixed Income ETF made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #245 holding.
  • TCFG Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Dimensional Core Fixed Income ETF position peaked at $280K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.