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Cary Street Partners Investment Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cary Street Partners 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 		$489K Buy
11,587
+5,185
+81% +$219K 0.1% 205
2026
Q1 		$270K Buy
6,402
+342
+6% +$14.6K 0.07% 287
2025
Q4 		$258K Buy
+6,060
New +$260K 0.07% 276

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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

Cary Street Partners Investment Advisory's DFCF Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional Core Fixed Income ETF (DFCF) stake by 81% in Q2 2026, buying an estimated $219K and bringing the position to 11,587 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #205.

Cary Street Partners Investment Advisory first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Cary Street Partners Investment Advisory held 11,587 shares of Dimensional Core Fixed Income ETF worth $489K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 5,185 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $219K.
  • Dimensional Core Fixed Income ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #205 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.