Blue Trust Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Blue Trust Inc’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	$115K	Buy	2,730 +158	+6%	+$6.68K	﹤0.01%	979
2026 Q1	$109K	Buy	+2,572	New	+$110K	﹤0.01%	990
2025 Q4	–	Sell	-401	Closed	-$17.1K	–	2573
2025 Q3	$17.1K	Buy	+401	New	+$17K	﹤0.01%	1706
2024 Q3	–	Sell	-1,456	Closed	-$61.1K	–	2920
2024 Q2	$61.1K	Hold	1,456	–	–	﹤0.01%	1171
2024 Q1	$61.1K	Buy	1,456 +732	+101%	+$30.7K	﹤0.01%	852
2023 Q4	$29K	Buy	+724	New	+$29.6K	﹤0.01%	1149

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

Blue Trust Inc's DFCF Position: Q2 2026 in Review

Blue Trust Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.1% in Q2 2026, buying an estimated $6.68K and bringing the position to 2,730 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Blue Trust Inc first reported a position in DFCF in Q4 2023 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Blue Trust Inc held 2,730 shares of Dimensional Core Fixed Income ETF worth $115K as of Q2 2026.
Blue Trust Inc bought 158 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $6.68K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #979 holding.
Blue Trust Inc first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 6 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.