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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
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

Wealth Dimensions Group's DFCF Position: Q1 2026 in Review

Wealth Dimensions Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.7% in Q1 2026, buying an estimated $690K and bringing the position to 226,602 shares worth $9.57M. The position accounts for 1.88% of the portfolio, ranked #14.

Wealth Dimensions Group first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Wealth Dimensions Group held 226,602 shares of Dimensional Core Fixed Income ETF worth $9.57M as of Q1 2026.
  • Wealth Dimensions Group bought 16,173 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $690K.
  • Dimensional Core Fixed Income ETF made up 1.88% of Wealth Dimensions Group's portfolio in Q1 2026, its #14 holding.
  • Wealth Dimensions Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.