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1620 Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

1620 Investment Advisors’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 		$65.8K Sell
1,560
-465
-23% -$19.7K 0.04% 300
2026
Q1 		$85.5K Buy
2,025
+625
+45% +$26.7K 0.06% 258
2025
Q4 		$59.6K Buy
+1,400
New +$60K 0.04% 283

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

1620 Investment Advisors's DFCF Position: Q2 2026 in Review

1620 Investment Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q2 2026, selling an estimated $19.7K and leaving 1,560 shares worth $65.8K. The position accounts for 0.04% of the portfolio, ranked #300.

1620 Investment Advisors first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.5K in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • 1620 Investment Advisors held 1,560 shares of Dimensional Core Fixed Income ETF worth $65.8K as of Q2 2026.
  • 1620 Investment Advisors sold 465 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $19.7K.
  • Dimensional Core Fixed Income ETF made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #300 holding.
  • 1620 Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1620 Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $85.5K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.