Wealth Dimensions Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wealth Dimensions Group’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	$8.74M	Sell	206,965 -19,637	-9%	-$830K	1.56%	15
2026 Q1	$9.57M	Buy	226,602 +16,173	+8%	+$690K	1.88%	14
2025 Q4	$8.96M	Buy	210,429 +6,635	+3%	+$284K	1.78%	14
2025 Q3	$8.71M	Buy	203,794 +14,873	+8%	+$631K	1.79%	15
2025 Q2	$7.98M	Buy	188,921 +1,544	+0.8%	+$64.4K	1.76%	15
2025 Q1	$7.88M	Buy	187,377 +20,998	+13%	+$875K	1.88%	14
2024 Q4	$6.87M	Buy	166,379 +65,993	+66%	+$2.78M	1.68%	16
2024 Q3	$4.34M	Buy	100,386 +75,627	+305%	+$3.22M	1.1%	18
2024 Q2	$1.03M	Buy	24,759 +16,519	+200%	+$684K	0.29%	45
2024 Q1	$346K	Buy	+8,240	New	+$346K	0.1%	103

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

Wealth Dimensions Group's DFCF Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 8.7% in Q2 2026, selling an estimated $830K and leaving 206,965 shares worth $8.74M. The position accounts for 1.56% of the portfolio, ranked #15.

Wealth Dimensions Group first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.57M in Q1 2026. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Wealth Dimensions Group held 206,965 shares of Dimensional Core Fixed Income ETF worth $8.74M as of Q2 2026.
Wealth Dimensions Group sold 19,637 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $830K.
Dimensional Core Fixed Income ETF made up 1.56% of Wealth Dimensions Group's portfolio in Q2 2026, its #15 holding.
Wealth Dimensions Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Dimensions Group's Dimensional Core Fixed Income ETF position peaked at $9.57M in Q1 2026.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.