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Vise Technologies’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Vise Technologies’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
Q1 		$105M Hold
2,458,323
– – 2.05% 7
2025
Q4 		$105M Buy
2,458,323
+1,803,080
+275% +$77.2M 2.05% 7
2025
Q3 		$28M Buy
+655,243
New +$27.8M 1.04% 12

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PHWA
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Vise Technologies's DFCF Position: Q1 2026 in Review

Vise Technologies held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q1 2026 at 2,458,323 shares worth $105M. The position accounts for 2.05% of the portfolio, ranked #7.

Vise Technologies first reported a position in DFCF in Q3 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Vise Technologies held 2,458,323 shares of Dimensional Core Fixed Income ETF worth $105M as of Q1 2026.
  • Vise Technologies left its Dimensional Core Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Core Fixed Income ETF made up 2.05% of Vise Technologies's portfolio in Q1 2026, its #7 holding.
  • Vise Technologies first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.