Cape Investment Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cape Investment Advisory’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	$4.22K	Buy	+100	New	+$4.23K	﹤0.01%	1077
2026 Q1	–	Sell	-100	Closed	-$4.26K	–	435
2025 Q4	$4.26K	Buy	+100	New	+$4.28K	﹤0.01%	945
2025 Q3	–	Sell	-100	Closed	-$4.23K	–	923
2025 Q2	$4.23K	Hold	100	–	–	﹤0.01%	802
2025 Q1	$4.21K	Hold	100	–	–	﹤0.01%	791
2024 Q4	$4.13K	Hold	100	–	–	﹤0.01%	787
2024 Q3	$4.32K	Hold	100	–	–	﹤0.01%	739
2024 Q2	$4.15K	Hold	100	–	–	﹤0.01%	699
2024 Q1	$4.2K	Hold	100	–	–	﹤0.01%	676
2023 Q4	$4.24K	Buy	+100	New	+$4.09K	﹤0.01%	807

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

Cape Investment Advisory's DFCF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 100 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DFCF as recently as Q4 2025.

Cape Investment Advisory first reported a position in DFCF in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.32K in Q3 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Cape Investment Advisory held 100 shares of Dimensional Core Fixed Income ETF worth $4.22K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Cape Investment Advisory position in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1077 holding.
Cape Investment Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
Cape Investment Advisory's Dimensional Core Fixed Income ETF position peaked at $4.32K in Q3 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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