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

Cary Street 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	$646K	Sell	15,298 -2,557	-14%	-$108K	0.01%	599
2026 Q1	$754K	Buy	17,855 +4,753	+36%	+$203K	0.02%	501
2025 Q4	$558K	Buy	13,102 +3,049	+30%	+$131K	0.01%	571
2025 Q3	$430K	Buy	10,053 +805	+9%	+$34.1K	0.01%	608
2025 Q2	$391K	Buy	9,248 +1,125	+14%	+$46.9K	0.01%	613
2025 Q1	$342K	Buy	8,123 +3,067	+61%	+$128K	0.01%	617
2024 Q4	$209K	Buy	+5,056	New	+$213K	0.01%	713

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

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

Cary Street Partners reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, selling an estimated $108K and leaving 15,298 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #599.

Cary Street Partners first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Cary Street Partners held 15,298 shares of Dimensional Core Fixed Income ETF worth $646K as of Q2 2026.
Cary Street Partners sold 2,557 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $108K.
Dimensional Core Fixed Income ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #599 holding.
Cary Street Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Dimensional Core Fixed Income ETF position peaked at $754K in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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