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 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 $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Berger Financial Group's DFCF Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q1 2026, buying an estimated $1.89M and bringing the position to 245,435 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #36.

Berger Financial Group first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Berger Financial Group held 245,435 shares of Dimensional Core Fixed Income ETF worth $10.4M as of Q1 2026.
Berger Financial Group bought 44,223 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.89M.
Dimensional Core Fixed Income ETF made up 0.58% of Berger Financial Group's portfolio in Q1 2026, its #36 holding.
Berger Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.