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DFCF icon

WealthShield Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WealthShield Partners’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 		– Sell
-1,788
Closed -$75.5K – 426
2026
Q1 		$75.5K Buy
1,788
+12
+0.7% +$512 0.01% 425
2025
Q4 		$75.6K Buy
1,776
+26
+1% +$1.11K 0.01% 415
2025
Q3 		$74.8K Buy
1,750
+20
+1% +$848 0.01% 414
2025
Q2 		$73.1K Buy
1,730
+20
+1% +$834 0.01% 403
2025
Q1 		$71.9K Buy
1,710
+13
+0.8% +$542 0.01% 397
2024
Q4 		$70K Sell
1,697
-664
-28% -$28K 0.01% 366
2024
Q3 		$102K Sell
2,361
-578
-20% -$24.6K 0.01% 345
2024
Q2 		$122K Sell
2,939
-769
-21% -$31.9K 0.02% 310
2024
Q1 		$156K Sell
3,708
-12,722
-77% -$534K 0.03% 288
2023
Q4 		$697K Sell
16,430
-2,045
-11% -$83.6K 0.11% 177
2023
Q3 		$746K Sell
18,475
-1,038
-5% -$42.8K 0.11% 176
2023
Q2 		$814K Sell
19,513
-4,395
-18% -$186K 0.12% 167
2023
Q1 		$1.02M Buy
23,908
+2,567
+12% +$109K 0.16% 145
2022
Q4 		$891K Buy
+21,341
New +$883K 0.17% 142

Other funds holding DFCF

TI
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

WealthShield Partners's DFCF Position: Q2 2026 in Review

WealthShield Partners sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 1,788 shares — an estimated $75.5K sold.

WealthShield Partners first reported a position in DFCF in Q4 2022 and held it in 14 quarters. The position peaked at $1.02M in Q1 2023. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • WealthShield Partners reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,788 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $75.5K.
  • WealthShield Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 14 quarters.
  • WealthShield Partners's Dimensional Core Fixed Income ETF position peaked at $1.02M in Q1 2023.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.