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 Q2	$229K	Buy	+5,431	New	+$230K	0.12%	124

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Birch Financial Group opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 5,431 shares worth $229K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings.

340 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Birch Financial Group held 5,431 shares of Dimensional Core Fixed Income ETF worth $229K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Birch Financial Group position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #124 holding.
340 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.