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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Werba Rubin Papier Wealth Management's DFCF Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.6% in Q1 2026, buying an estimated $53.8K and bringing the position to 36,382 shares worth $1.54M. The position accounts for 0.21% of the portfolio, ranked #61.

Werba Rubin Papier Wealth Management first reported a position in DFCF in Q1 2025 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 36,382 shares of Dimensional Core Fixed Income ETF worth $1.54M as of Q1 2026.
  • Werba Rubin Papier Wealth Management bought 1,261 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $53.8K.
  • Dimensional Core Fixed Income ETF made up 0.21% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.