Burk Holdings’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Burk Holdings’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	$12.1M	Buy	285,493 +42,801	+18%	+$1.81M	4.45%	8
2026 Q1	$10.2M	Buy	242,692 +24,407	+11%	+$1.04M	4.39%	8
2025 Q4	$9.29M	Buy	218,285 +46,801	+27%	+$2M	4.43%	8
2025 Q3	$7.33M	Buy	171,484 +24,668	+17%	+$1.05M	3.92%	8
2025 Q2	$6.2M	Buy	146,816 +59,875	+69%	+$2.5M	3.89%	9
2025 Q1	$3.66M	Buy	86,941 +14,988	+21%	+$625K	2.76%	13
2024 Q4	$2.97M	Buy	+71,953	New	+$3.03M	2.4%	15

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

Burk Holdings's DFCF Position: Q2 2026 in Review

Burk Holdings increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2026, buying an estimated $1.81M and bringing the position to 285,493 shares worth $12.1M. The position accounts for 4.45% of the portfolio, ranked #8.

Burk Holdings first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Burk Holdings held 285,493 shares of Dimensional Core Fixed Income ETF worth $12.1M as of Q2 2026.
Burk Holdings bought 42,801 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.81M.
Dimensional Core Fixed Income ETF made up 4.45% of Burk Holdings's portfolio in Q2 2026, its #8 holding.
Burk Holdings first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.