Berger Financial Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Berger Financial Group’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 Q3	$9.15M	Buy	227,984 +5,522	+2%	+$229K	0.45%	44
2026 Q2	$9.39M	Sell	222,462 -22,973	-9%	-$971K	0.48%	41
2026 Q1	$10.4M	Buy	245,435 +44,223	+22%	+$1.89M	0.58%	36
2025 Q4	$8.56M	Buy	201,212 +44,873	+29%	+$1.92M	0.5%	42
2025 Q3	$6.69M	Buy	156,339 +18,118	+13%	+$768K	0.4%	57
2025 Q2	$5.84M	Buy	138,221 +36,176	+35%	+$1.51M	0.38%	64
2025 Q1	$4.29M	Buy	102,045 +50,032	+96%	+$2.09M	0.3%	87
2024 Q4	$2.15M	Buy	+52,013	New	+$2.19M	0.15%	124

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Berger Financial Group's DFCF Position: Q3 2026 in Review

Berger Financial Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.5% in Q3 2026, buying an estimated $229K and bringing the position to 227,984 shares worth $9.15M. The position accounts for 0.45% of the portfolio, ranked #44.

Berger Financial Group first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2026. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Berger Financial Group held 227,984 shares of Dimensional Core Fixed Income ETF worth $9.15M as of Q3 2026.
Berger Financial Group bought 5,522 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $229K.
Dimensional Core Fixed Income ETF made up 0.45% of Berger Financial Group's portfolio in Q3 2026, its #44 holding.
Berger Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Berger Financial Group's Dimensional Core Fixed Income ETF position peaked at $10.4M in Q1 2026.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.