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

Beacon Pointe 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	$165M	Buy	3,897,346 +181,906	+5%	+$7.69M	0.76%	22
2026 Q1	$157M	Buy	3,715,440 +275,920	+8%	+$11.8M	0.83%	20
2025 Q4	$146M	Buy	3,439,520 +2,753,953	+402%	+$118M	1.03%	16
2025 Q3	$29.3M	Buy	685,567 +75,940	+12%	+$3.22M	0.25%	93
2025 Q2	$25.8M	Buy	609,627 +825	+0.1%	+$34.4K	0.27%	77
2025 Q1	$25.6M	Sell	608,802 -10,475	-2%	-$437K	0.29%	80
2024 Q4	$25.6M	Buy	619,277 +17,443	+3%	+$734K	0.28%	77
2024 Q3	$26M	Buy	601,834 +71,896	+14%	+$3.06M	0.3%	77
2024 Q2	$22M	Buy	529,938 +59,514	+13%	+$2.47M	0.26%	87
2024 Q1	$19.7M	Buy	470,424 +66,107	+16%	+$2.78M	0.22%	109
2023 Q4	$17.1M	Buy	404,317 +46,351	+13%	+$1.9M	0.2%	118
2023 Q3	$14.5M	Buy	357,966 +151,941	+74%	+$6.27M	0.18%	124
2023 Q2	$8.6M	Buy	206,025 +98,427	+91%	+$4.15M	0.14%	142
2023 Q1	$4.57M	Buy	107,598 +49,730	+86%	+$2.1M	0.08%	222
2022 Q4	$2.4M	Buy	+57,868	New	+$2.39M	0.05%	322

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

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

Beacon Pointe Advisors's DFCF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.9% in Q2 2026, buying an estimated $7.69M and bringing the position to 3,897,346 shares worth $165M. The position accounts for 0.76% of the portfolio, ranked #22.

Beacon Pointe Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Beacon Pointe Advisors held 3,897,346 shares of Dimensional Core Fixed Income ETF worth $165M as of Q2 2026.
Beacon Pointe Advisors bought 181,906 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $7.69M.
Dimensional Core Fixed Income ETF made up 0.76% of Beacon Pointe Advisors's portfolio in Q2 2026, its #22 holding.
Beacon Pointe Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.