Wealth Enhancement Advisory Services
DFCF icon

Wealth Enhancement Advisory Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wealth Enhancement Advisory Services’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 		$37.8M Buy
937,240
+559,817
+148% +$23.2M 0.06% 296
2026
Q2 		$15.8M Buy
377,423
+51,955
+16% +$2.2M 0.03% 511
2026
Q1 		$13.8M Buy
325,468
+5,533
+2% +$236K 0.03% 494
2025
Q4 		$13.6M Buy
319,935
+11,063
+4% +$474K 0.02% 592
2025
Q3 		$13.2M Buy
308,872
+26,848
+10% +$1.14M 0.02% 557
2025
Q2 		$11.9M Buy
282,024
+15,043
+6% +$627K 0.02% 578
2025
Q1 		$11.2M Sell
266,981
-8,089
-3% -$337K 0.02% 544
2024
Q4 		$11.4M Sell
275,070
-6,770
-2% -$285K 0.02% 521
2024
Q3 		$12.2M Sell
281,840
-24,827
-8% -$1.06M 0.03% 466
2024
Q2 		$12.7M Buy
306,667
+33,875
+12% +$1.4M 0.03% 420
2024
Q1 		$11.4M Buy
272,792
+61,944
+29% +$2.6M 0.03% 437
2023
Q4 		$8.94M Sell
210,848
-451
-0.2% -$18.4K 0.03% 463
2023
Q3 		$8.53M Buy
+211,299
New +$8.71M 0.03% 440

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFCF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 148% in Q3 2026, buying an estimated $23.2M and bringing the position to 937,240 shares worth $37.8M. The position accounts for 0.06% of the portfolio, ranked #296.

Wealth Enhancement Advisory Services first reported a position in DFCF in Q3 2023 and has held it in 13 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 937,240 shares of Dimensional Core Fixed Income ETF worth $37.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 559,817 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $23.2M.
  • Dimensional Core Fixed Income ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #296 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.