Blue Trust Inc
DFCF icon

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
Q3 		– Sell
-2,730
Closed -$115K – 2594
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

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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
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
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Blue Trust Inc's DFCF Position: Q3 2026 in Review

Blue Trust Inc sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2026, closing a stake of 2,730 shares — an estimated $115K sold.

Blue Trust Inc first reported a position in DFCF in Q4 2023 and held it in 6 quarters. The position peaked at $115K in Q2 2026. 189 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Blue Trust Inc reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 2,730 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $115K.
  • Blue Trust Inc first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 6 quarters.
  • Blue Trust Inc's Dimensional Core Fixed Income ETF position peaked at $115K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.