Valued Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Valued Wealth Advisors’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 Q2	–	Hold	0	–	–	–	909
2026 Q1	–	Hold	0	–	–	–	749
2025 Q4	–	Hold	0	–	–	–	641
2025 Q3	–	Hold	0	–	–	–	625
2025 Q2	–	Hold	0	–	–	–	619
2025 Q1	–	Hold	0	–	–	–	649
2024 Q4	–	Hold	0	–	–	–	642
2024 Q3	–	Hold	0	–	–	–	638
2024 Q2	–	Sell	-27	Closed	-$1.12K	–	612
2024 Q1	$1.13K	Hold	27	–	–	﹤0.01%	427
2023 Q4	$1.08K	Buy	+27	New	+$1.1K	﹤0.01%	375

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

AIM

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Valued Wealth Advisors's DFCF Position: Q2 2026 in Review

Valued Wealth Advisors held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Valued Wealth Advisors first reported a position in DFCF in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.13K in Q1 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Valued Wealth Advisors held 0 shares of Dimensional Core Fixed Income ETF worth $6 as of Q2 2026.
Valued Wealth Advisors left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #909 holding.
Valued Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 2 quarters since.
Valued Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $1.13K in Q1 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.