Canopy Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Canopy Partners’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	$3.32M	Sell	78,586 -256	-0.3%	-$10.8K	1%	24
2026 Q1	$3.33M	Buy	78,842 +9,636	+14%	+$411K	1.14%	21
2025 Q4	$2.95M	Buy	69,206 +274	+0.4%	+$11.7K	0.96%	22
2025 Q3	$2.95M	Buy	68,932 +946	+1%	+$40.1K	0.98%	22
2025 Q2	$2.87M	Sell	67,986 -7,790	-10%	-$325K	1.05%	21
2025 Q1	$3.19M	Sell	75,776 -5,525	-7%	-$230K	1.24%	20
2024 Q4	$3.36M	Buy	81,301 +42,827	+111%	+$1.8M	1.28%	18
2024 Q3	$1.66M	Buy	38,474 +6,433	+20%	+$274K	0.72%	28
2024 Q2	$1.33M	Buy	32,041 +17,693	+123%	+$733K	0.62%	30
2024 Q1	$602K	Buy	+14,348	New	+$602K	0.29%	76

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

Canopy Partners's DFCF Position: Q2 2026 in Review

Canopy Partners reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.32% in Q2 2026, selling an estimated $10.8K and leaving 78,586 shares worth $3.32M. The position accounts for 1% of the portfolio, ranked #24.

Canopy Partners first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q4 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Canopy Partners held 78,586 shares of Dimensional Core Fixed Income ETF worth $3.32M as of Q2 2026.
Canopy Partners sold 256 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $10.8K.
Dimensional Core Fixed Income ETF made up 1% of Canopy Partners's portfolio in Q2 2026, its #24 holding.
Canopy Partners first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
Canopy Partners's Dimensional Core Fixed Income ETF position peaked at $3.36M in Q4 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.