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DFCF icon

WPWealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WPWealth’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 		$86.9M Buy
2,059,749
+62,442
+3% +$2.64M 12.9% 3
2026
Q1 		$84.3M Buy
1,997,307
+10,387
+0.5% +$443K 12.89% 2
2025
Q4 		$84.6M Buy
1,986,920
+23,989
+1% +$1.03M 13.24% 2
2025
Q3 		$83.9M Buy
1,962,931
+75,590
+4% +$3.21M 13.72% 1
2025
Q2 		$79.8M Sell
1,887,341
-934,113
-33% -$39M 14.38% 1
2025
Q1 		$119M Buy
2,821,454
+46,531
+2% +$1.94M 23.43% 1
2024
Q4 		$115M Buy
2,774,923
+112,736
+4% +$4.75M 23.4% 1
2024
Q3 		$115M Buy
2,662,187
+247,575
+10% +$10.6M 23.84% 1
2024
Q2 		$100M Buy
2,414,612
+144,908
+6% +$6M 24.22% 1
2024
Q1 		$95.2M Buy
2,269,704
+208,524
+10% +$8.75M 24.6% 1
2023
Q4 		$87.4M Buy
2,061,180
+253,055
+14% +$10.4M 27.05% 1
2023
Q3 		$73M Buy
1,808,125
+181,229
+11% +$7.47M 27.92% 1
2023
Q2 		$67.9M Sell
1,626,896
-5,513
-0.3% -$233K 29.13% 1
2023
Q1 		$69.4M Buy
1,632,409
+39,858
+3% +$1.69M 32.04% 1
2022
Q4 		$66.1M Buy
+1,592,551
New +$65.9M 34.58% 1

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

WPWealth's DFCF Position: Q2 2026 in Review

WPWealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.1% in Q2 2026, buying an estimated $2.64M and bringing the position to 2,059,749 shares worth $86.9M. The position accounts for 12.9% of the portfolio, ranked #3.

WPWealth first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $119M in Q1 2025. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • WPWealth held 2,059,749 shares of Dimensional Core Fixed Income ETF worth $86.9M as of Q2 2026.
  • WPWealth bought 62,442 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.64M.
  • Dimensional Core Fixed Income ETF made up 12.9% of WPWealth's portfolio in Q2 2026, its #3 holding.
  • WPWealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • WPWealth's Dimensional Core Fixed Income ETF position peaked at $119M in Q1 2025.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.