XY Planning Network’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

XY Planning Network’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	$14.6M	Buy	345,812 +36,401	+12%	+$1.54M	1.83%	9
2026 Q1	$13.1M	Buy	309,411 +41,169	+15%	+$1.76M	2.09%	7
2025 Q4	$11.4M	Buy	268,242 +40,992	+18%	+$1.76M	1.99%	7
2025 Q3	$9.6M	Hold	227,250	–	–	3.27%	4
2025 Q2	$9.6M	Buy	227,250 +16,524	+8%	+$689K	3.27%	4
2025 Q1	$8.86M	Buy	210,726 +72	+0%	+$3K	5.91%	2
2024 Q4	$8.69M	Buy	+210,654	New	+$8.87M	6.53%	2

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 $7.08B 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

XY Planning Network's DFCF Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Core Fixed Income ETF (DFCF) stake by 12% in Q2 2026, buying an estimated $1.54M and bringing the position to 345,812 shares worth $14.6M. The position accounts for 1.83% of the portfolio, ranked #9.

XY Planning Network first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

XY Planning Network held 345,812 shares of Dimensional Core Fixed Income ETF worth $14.6M as of Q2 2026.
XY Planning Network bought 36,401 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.54M.
Dimensional Core Fixed Income ETF made up 1.83% of XY Planning Network's portfolio in Q2 2026, its #9 holding.
XY Planning Network first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.