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
Q2 		$15.8M Buy
377,423
+51,955
+16% +$2.2M 0.03% 510
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

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Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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 Enhancement Advisory Services's DFCF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, buying an estimated $2.2M and bringing the position to 377,423 shares worth $15.8M. The position accounts for 0.03% of the portfolio, ranked #510.

Wealth Enhancement Advisory Services first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 377,423 shares of Dimensional Core Fixed Income ETF worth $15.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 51,955 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.2M.
  • Dimensional Core Fixed Income ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #510 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.