Beacon Harbor Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beacon Harbor Wealth 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	$16.2M	Buy	390,392 +186,118	+91%	+$7.87M	3.16%	5
2026 Q1	$8.62M	Buy	204,274 +9,004	+5%	+$384K	1.81%	18
2025 Q4	$8.31M	Buy	195,270 +12,930	+7%	+$554K	1.84%	17
2025 Q3	$7.8M	Buy	182,340 +10,565	+6%	+$448K	1.82%	17
2025 Q2	$7.26M	Buy	+171,775	New	+$7.16M	1.81%	19

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

Beacon Harbor Wealth Advisors's DFCF Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 91% in Q2 2026, buying an estimated $7.87M and bringing the position to 390,392 shares worth $16.2M. The position accounts for 3.16% of the portfolio, ranked #5.

Beacon Harbor Wealth Advisors first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Beacon Harbor Wealth Advisors held 390,392 shares of Dimensional Core Fixed Income ETF worth $16.2M as of Q2 2026.
Beacon Harbor Wealth Advisors bought 186,118 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $7.87M.
Dimensional Core Fixed Income ETF made up 3.16% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Beacon Harbor Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.