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

United 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 Q3	$9.6M	Buy	238,603 +8,984	+4%	+$372K	2.53%	10
2026 Q2	$9.7M	Buy	229,619 +4,043	+2%	+$171K	2.18%	12
2026 Q1	$9.5M	Buy	225,576 +1,280	+0.6%	+$54.6K	2.37%	11
2025 Q4	$9.5M	Buy	224,296 +15,042	+7%	+$644K	2.47%	11
2025 Q3	$8.95M	Sell	209,254 -630	-0.3%	-$26.7K	2.43%	11
2025 Q2	$8.87M	Sell	209,884 -3,863	-2%	-$161K	2.58%	11
2025 Q1	$8.99M	Buy	213,747 +2,634	+1%	+$110K	2.82%	9
2024 Q4	$8.71M	Buy	+211,113	New	+$8.89M	2.94%	9

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

United Wealth Management's DFCF Position: Q3 2026 in Review

United Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.9% in Q3 2026, buying an estimated $372K and bringing the position to 238,603 shares worth $9.6M. The position accounts for 2.53% of the portfolio, ranked #10.

United Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q2 2026. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

United Wealth Management held 238,603 shares of Dimensional Core Fixed Income ETF worth $9.6M as of Q3 2026.
United Wealth Management bought 8,984 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $372K.
Dimensional Core Fixed Income ETF made up 2.53% of United Wealth Management's portfolio in Q3 2026, its #10 holding.
United Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's Dimensional Core Fixed Income ETF position peaked at $9.7M in Q2 2026.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.