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Worth Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Worth Asset 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 		$1.49M Sell
35,370
-4,217
-11% -$178K 0.48% 47
2026
Q1 		$1.67M Buy
+39,587
New +$1.69M 0.62% 42

Other funds holding DFCF

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
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Worth Asset Management's DFCF Position: Q2 2026 in Review

Worth Asset Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q2 2026, selling an estimated $178K and leaving 35,370 shares worth $1.49M. The position accounts for 0.48% of the portfolio, ranked #47.

Worth Asset Management first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67M in Q1 2026. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Worth Asset Management held 35,370 shares of Dimensional Core Fixed Income ETF worth $1.49M as of Q2 2026.
  • Worth Asset Management sold 4,217 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $178K.
  • Dimensional Core Fixed Income ETF made up 0.48% of Worth Asset Management's portfolio in Q2 2026, its #47 holding.
  • Worth Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Worth Asset Management's Dimensional Core Fixed Income ETF position peaked at $1.67M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.