Birch Financial Group
DFCF icon

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

Birch 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 		$204K Sell
5,090
-341
-6% -$14.1K 0.1% 128
2026
Q2 		$229K Buy
+5,431
New +$230K 0.12% 124

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Birch Financial Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 6.3% in Q3 2026, selling an estimated $14.1K and leaving 5,090 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #128.

Birch Financial Group first reported a position in DFCF in Q2 2026 and has held it in 2 quarters since. The position peaked at $229K in Q2 2026. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Birch Financial Group held 5,090 shares of Dimensional Core Fixed Income ETF worth $204K as of Q3 2026.
  • Birch Financial Group sold 341 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $14.1K.
  • Dimensional Core Fixed Income ETF made up 0.1% of Birch Financial Group's portfolio in Q3 2026, its #128 holding.
  • Birch Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Birch Financial Group's Dimensional Core Fixed Income ETF position peaked at $229K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.