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 Q2	$155M	Buy	3,679,427 +1,221,104	+50%	+$51.6M	1.76%	8
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

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

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

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

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

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

Vise Technologies's DFCF Position: Q2 2026 in Review

Vise Technologies increased its Dimensional Core Fixed Income ETF (DFCF) stake by 50% in Q2 2026, buying an estimated $51.6M and bringing the position to 3,679,427 shares worth $155M. The position accounts for 1.76% of the portfolio, ranked #8.

Vise Technologies first reported a position in DFCF in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Vise Technologies held 3,679,427 shares of Dimensional Core Fixed Income ETF worth $155M as of Q2 2026.
Vise Technologies bought 1,221,104 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $51.6M.
Dimensional Core Fixed Income ETF made up 1.76% of Vise Technologies's portfolio in Q2 2026, its #8 holding.
Vise Technologies first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.