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DFCF icon

Wheels Up Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wheels Up Wealth’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 		$16.4M Buy
388,885
+28,537
+8% +$1.21M 13.92% 2
2026
Q1 		$15.2M Buy
360,348
+1,626
+0.5% +$69.4K 14.3% 2
2025
Q4 		$15.3M Buy
+358,722
New +$15.4M 14.22% 2

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

Wheels Up Wealth's DFCF Position: Q2 2026 in Review

Wheels Up Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.9% in Q2 2026, buying an estimated $1.21M and bringing the position to 388,885 shares worth $16.4M. The position accounts for 13.92% of the portfolio, ranked #2.

Wheels Up Wealth first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Wheels Up Wealth held 388,885 shares of Dimensional Core Fixed Income ETF worth $16.4M as of Q2 2026.
  • Wheels Up Wealth bought 28,537 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.21M.
  • Dimensional Core Fixed Income ETF made up 13.92% of Wheels Up Wealth's portfolio in Q2 2026, its #2 holding.
  • Wheels Up Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.