Werba Rubin Papier Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.53M	Sell	36,322 -60	-0.2%	-$2.54K	0.19%	70
2026 Q1	$1.54M	Buy	36,382 +1,261	+4%	+$53.8K	0.21%	61
2025 Q4	$1.49M	Buy	35,121 +18,839	+116%	+$807K	0.41%	44
2025 Q3	$696K	Buy	16,282 +1,398	+9%	+$59.3K	0.11%	96
2025 Q2	$629K	Buy	14,884 +7,461	+101%	+$311K	0.12%	97
2025 Q1	$312K	Buy	+7,423	New	+$309K	0.07%	131

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

Werba Rubin Papier Wealth Management's DFCF Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.16% in Q2 2026, selling an estimated $2.54K and leaving 36,322 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #70.

Werba Rubin Papier Wealth Management first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q1 2026. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Werba Rubin Papier Wealth Management held 36,322 shares of Dimensional Core Fixed Income ETF worth $1.53M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 60 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.54K.
Dimensional Core Fixed Income ETF made up 0.19% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #70 holding.
Werba Rubin Papier Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Werba Rubin Papier Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.54M in Q1 2026.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.