Ullmann Wealth Partners Group
DFCF icon

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
Q3 		$38.1M Sell
949,865
-618
-0.1% -$25.6K 3.42% 7
2026
Q2 		$40.1M Buy
950,483
+36,120
+4% +$1.53M 3.65% 6
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

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Ullmann Wealth Partners Group's DFCF Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.07% in Q3 2026, selling an estimated $25.6K and leaving 949,865 shares worth $38.1M. The position accounts for 3.42% of the portfolio, ranked #7.

Ullmann Wealth Partners Group first reported a position in DFCF in Q2 2022 and has held it in 18 quarters since. The position peaked at $40.1M in Q2 2026. 323 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Ullmann Wealth Partners Group held 949,865 shares of Dimensional Core Fixed Income ETF worth $38.1M as of Q3 2026.
  • Ullmann Wealth Partners Group sold 618 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $25.6K.
  • Dimensional Core Fixed Income ETF made up 3.42% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #7 holding.
  • Ullmann Wealth Partners Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Ullmann Wealth Partners Group's Dimensional Core Fixed Income ETF position peaked at $40.1M in Q2 2026.
  • 323 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.