Ullmann Wealth Partners Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Ullmann Wealth Partners Group’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	$38.6M	Buy	914,363 +38,341	+4%	+$1.64M	4.01%	5
2025 Q4	$37.5M	Buy	876,022 +3,644	+0.4%	+$156K	3.9%	5
2025 Q3	$37.3M	Buy	872,378 +15,972	+2%	+$677K	4.08%	5
2025 Q2	$36.2M	Sell	856,406 -30,662	-3%	-$1.28M	4.28%	5
2025 Q1	$37.3M	Buy	887,068 +768	+0.1%	+$32K	4.96%	5
2024 Q4	$36.6M	Buy	886,300 +45,210	+5%	+$1.9M	4.72%	6
2024 Q3	$36.3M	Buy	841,090 +34,006	+4%	+$1.45M	4.7%	6
2024 Q2	$33.5M	Buy	807,084 +38,226	+5%	+$1.58M	4.78%	5
2024 Q1	$32.3M	Buy	768,858 +36,817	+5%	+$1.55M	4.8%	6
2023 Q4	$31M	Buy	732,041 +1,518	+0.2%	+$62.1K	5.07%	5
2023 Q3	$29.5M	Buy	730,523 +65,711	+10%	+$2.71M	5.51%	4
2023 Q2	$27.7M	Buy	664,812 +27,323	+4%	+$1.15M	5.56%	4
2023 Q1	$27.1M	Buy	637,489 +23,667	+4%	+$1M	6.16%	5
2022 Q4	$25.5M	Buy	613,822 +67,353	+12%	+$2.79M	6.26%	5
2022 Q3	$22.4M	Buy	546,469 +147,105	+37%	+$6.39M	6.17%	5
2022 Q2	$17.4M	Buy	+399,364	New	+$17.7M	4.72%	7

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $10.6B AUM 34.1% 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 $1.73B 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 $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

Ullmann Wealth Partners Group's DFCF Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.4% in Q1 2026, buying an estimated $1.64M and bringing the position to 914,363 shares worth $38.6M. The position accounts for 4.01% of the portfolio, ranked #5.

Ullmann Wealth Partners Group first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Ullmann Wealth Partners Group held 914,363 shares of Dimensional Core Fixed Income ETF worth $38.6M as of Q1 2026.
Ullmann Wealth Partners Group bought 38,341 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.64M.
Dimensional Core Fixed Income ETF made up 4.01% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #5 holding.
Ullmann Wealth Partners Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.