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

Wealthspan 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	$6.08M	Sell	144,142 -34,025	-19%	-$1.44M	1.92%	14
2026 Q1	$7.52M	Buy	178,167 +3,741	+2%	+$160K	2.65%	8
2025 Q4	$7.42M	Buy	174,426 +12,205	+8%	+$523K	2.7%	8
2025 Q3	$6.94M	Buy	162,221 +825	+0.5%	+$35K	2.65%	8
2025 Q2	$6.82M	Buy	161,396 +109	+0.1%	+$4.55K	2.82%	7
2025 Q1	$6.78M	Sell	161,287 -1,993	-1%	-$83.1K	3.13%	7
2024 Q4	$6.74M	Buy	163,280 +2,071	+1%	+$87.2K	3.22%	5
2024 Q3	$6.96M	Buy	161,209 +19,561	+14%	+$834K	3.44%	5
2024 Q2	$5.88M	Buy	141,648 +11,962	+9%	+$496K	3.25%	6
2024 Q1	$5.44M	Buy	129,686 +13,072	+11%	+$549K	3.21%	6
2023 Q4	$4.94M	Buy	116,614 +7,863	+7%	+$322K	3.46%	5
2023 Q3	$4.39M	Buy	108,751 +53,199	+96%	+$2.19M	3.47%	5
2023 Q2	$2.32M	Buy	55,552 +23,671	+74%	+$999K	1.83%	14
2023 Q1	$1.35M	Buy	+31,881	New	+$1.35M	1.16%	18

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

Wealthspan Partners's DFCF Position: Q2 2026 in Review

Wealthspan Partners reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 19% in Q2 2026, selling an estimated $1.44M and leaving 144,142 shares worth $6.08M. The position accounts for 1.92% of the portfolio, ranked #14.

Wealthspan Partners first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.52M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Wealthspan Partners held 144,142 shares of Dimensional Core Fixed Income ETF worth $6.08M as of Q2 2026.
Wealthspan Partners sold 34,025 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.44M.
Dimensional Core Fixed Income ETF made up 1.92% of Wealthspan Partners's portfolio in Q2 2026, its #14 holding.
Wealthspan Partners first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
Wealthspan Partners's Dimensional Core Fixed Income ETF position peaked at $7.52M in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.