Wealthspire Advisors (New York)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wealthspire Advisors (New York)’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	$7.24M	Buy	171,615 +87,910	+105%	+$3.72M	0.04%	210
2026 Q1	$3.53M	Buy	83,705 +18,767	+29%	+$801K	0.03%	203
2025 Q4	$2.76M	Hold	64,938	–	–	0.02%	243
2025 Q3	$2.78M	Hold	64,938	–	–	0.01%	230
2025 Q2	$2.74M	Buy	64,938 +28,917	+80%	+$1.21M	0.02%	234
2025 Q1	$1.52M	Hold	36,021	–	–	0.01%	314
2024 Q4	$1.49M	Sell	36,021 -10,239	-22%	-$431K	0.01%	292
2024 Q3	$2M	Buy	+46,260	New	+$1.97M	0.02%	257

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFCF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 105% in Q2 2026, buying an estimated $3.72M and bringing the position to 171,615 shares worth $7.24M. The position accounts for 0.04% of the portfolio, ranked #210.

Wealthspire Advisors (New York) first reported a position in DFCF in Q3 2024 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Wealthspire Advisors (New York) held 171,615 shares of Dimensional Core Fixed Income ETF worth $7.24M as of Q2 2026.
Wealthspire Advisors (New York) bought 87,910 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.72M.
Dimensional Core Fixed Income ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #210 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.