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 Q3	$7.89M	Buy	196,767 +18,942	+11%	+$785K	5.52%	5
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

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

Vested Financial Planning's DFCF Position: Q3 2026 in Review

Vested Financial Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q3 2026, buying an estimated $785K and bringing the position to 196,767 shares worth $7.89M. The position accounts for 5.52% of the portfolio, ranked #5.

Vested Financial Planning first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Vested Financial Planning held 196,767 shares of Dimensional Core Fixed Income ETF worth $7.89M as of Q3 2026.
Vested Financial Planning bought 18,942 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $785K.
Dimensional Core Fixed Income ETF made up 5.52% of Vested Financial Planning's portfolio in Q3 2026, its #5 holding.
Vested Financial Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.