Alpha Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Alpha Financial 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	$26.4M	Buy	624,792 +78,043	+14%	+$3.3M	6.9%	4
2026 Q1	$23.1M	Buy	546,749 +50,494	+10%	+$2.15M	7.07%	5
2025 Q4	$21.1M	Buy	496,255 +70,072	+16%	+$3M	6.46%	5
2025 Q3	$18.2M	Buy	426,183 +46,456	+12%	+$1.97M	6.42%	6
2025 Q2	$16M	Buy	379,727 +45,870	+14%	+$1.91M	6.2%	6
2025 Q1	$14M	Buy	333,857 +20,339	+6%	+$848K	6.24%	8
2024 Q4	$12.9M	Buy	313,518 +150,655	+93%	+$6.34M	5.86%	8
2024 Q3	$7.03M	Buy	162,863 +34,406	+27%	+$1.47M	3.11%	11
2024 Q2	$5.34M	Buy	128,457 +11,247	+10%	+$466K	2.57%	11
2024 Q1	$4.92M	Buy	117,210 +11,176	+11%	+$469K	2.32%	11
2023 Q4	$4.5M	Buy	106,034 +13,386	+14%	+$548K	2.28%	11
2023 Q3	$3.74M	Buy	92,648 +18,589	+25%	+$767K	2.37%	11
2023 Q2	$3.09M	Buy	74,059 +2,313	+3%	+$97.6K	1.93%	12
2023 Q1	$3.05M	Buy	71,746 +10,148	+16%	+$429K	2.12%	12
2022 Q4	$2.56M	Buy	+61,598	New	+$2.55M	2.22%	11

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

Alpha Financial Advisors's DFCF Position: Q2 2026 in Review

Alpha Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $3.3M and bringing the position to 624,792 shares worth $26.4M. The position accounts for 6.9% of the portfolio, ranked #4.

Alpha Financial Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Alpha Financial Advisors held 624,792 shares of Dimensional Core Fixed Income ETF worth $26.4M as of Q2 2026.
Alpha Financial Advisors bought 78,043 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.3M.
Dimensional Core Fixed Income ETF made up 6.9% of Alpha Financial Advisors's portfolio in Q2 2026, its #4 holding.
Alpha Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.