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Allodium Investment Consultants’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Allodium Investment Consultants’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 		$494K Buy
11,692
+654
+6% +$27.6K 0.21% 39
2026
Q1 		$466K Buy
11,038
+2,036
+23% +$86.9K 0.22% 38
2025
Q4 		$383K Buy
+9,002
New +$386K 0.19% 38

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Allodium Investment Consultants's DFCF Position: Q2 2026 in Review

Allodium Investment Consultants increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.9% in Q2 2026, buying an estimated $27.6K and bringing the position to 11,692 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #39.

Allodium Investment Consultants first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Allodium Investment Consultants held 11,692 shares of Dimensional Core Fixed Income ETF worth $494K as of Q2 2026.
  • Allodium Investment Consultants bought 654 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $27.6K.
  • Dimensional Core Fixed Income ETF made up 0.21% of Allodium Investment Consultants's portfolio in Q2 2026, its #39 holding.
  • Allodium Investment Consultants first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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