Vested Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Vested Financial Planning’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	$7.51M	Buy	177,825 +3,465	+2%	+$146K	5.04%	7
2026 Q1	$7.36M	Buy	174,360 +3,722	+2%	+$159K	5.61%	5
2025 Q4	$7.26M	Buy	170,638 +7,169	+4%	+$307K	5.59%	5
2025 Q3	$6.99M	Buy	163,469 +13,638	+9%	+$578K	5.67%	5
2025 Q2	$6.33M	Sell	149,831 -11,853	-7%	-$494K	5.63%	5
2025 Q1	$6.8M	Buy	161,684 +170	+0.1%	+$7.08K	6.8%	5
2024 Q4	$6.67M	Buy	+161,514	New	+$6.8M	6.31%	5

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

Vested Financial Planning's DFCF Position: Q2 2026 in Review

Vested Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2% in Q2 2026, buying an estimated $146K and bringing the position to 177,825 shares worth $7.51M. The position accounts for 5.04% of the portfolio, ranked #7.

Vested Financial Planning first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Vested Financial Planning held 177,825 shares of Dimensional Core Fixed Income ETF worth $7.51M as of Q2 2026.
Vested Financial Planning bought 3,465 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $146K.
Dimensional Core Fixed Income ETF made up 5.04% of Vested Financial Planning's portfolio in Q2 2026, its #7 holding.
Vested Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.