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 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

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

Berger Financial Group's DFCF Position: Q2 2026 in Review

Berger Financial Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 9.4% in Q2 2026, selling an estimated $971K and leaving 222,462 shares worth $9.39M. The position accounts for 0.48% of the portfolio, ranked #41.

Berger Financial Group first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Berger Financial Group held 222,462 shares of Dimensional Core Fixed Income ETF worth $9.39M as of Q2 2026.
Berger Financial Group sold 22,973 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $971K.
Dimensional Core Fixed Income ETF made up 0.48% of Berger Financial Group's portfolio in Q2 2026, its #41 holding.
Berger Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's Dimensional Core Fixed Income ETF position peaked at $10.4M in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.