Brookwood Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Brookwood Investment 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	$321K	Sell	7,600 -1,497	-16%	-$63.3K	0.04%	390
2026 Q1	$384K	Buy	9,097 +1,847	+25%	+$78.8K	0.05%	336
2025 Q4	$309K	Hold	7,250	–	–	0.04%	387
2025 Q3	$310K	Hold	7,250	–	–	0.04%	366
2025 Q2	$306K	Buy	7,250 +700	+11%	+$29.2K	0.05%	329
2025 Q1	$275K	Buy	+6,550	New	+$273K	0.05%	335

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Brookwood Investment Group's DFCF Position: Q2 2026 in Review

Brookwood Investment Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, selling an estimated $63.3K and leaving 7,600 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #390.

Brookwood Investment Group first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. The position peaked at $384K in Q1 2026. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Brookwood Investment Group held 7,600 shares of Dimensional Core Fixed Income ETF worth $321K as of Q2 2026.
Brookwood Investment Group sold 1,497 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $63.3K.
Dimensional Core Fixed Income ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #390 holding.
Brookwood Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Dimensional Core Fixed Income ETF position peaked at $384K in Q1 2026.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.