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

CFS Investment Advisory Services’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 		$23M Buy
544,478
+15,956
+3% +$674K 1.53% 11
2026
Q1 		$22.6M Buy
528,522
+26,490
+5% +$1.13M 1.55% 9
2025
Q4 		$21.4M Buy
502,032
+38,319
+8% +$1.64M 1.56% 9
2025
Q3 		$20M Buy
463,713
+4,902
+1% +$208K 1.49% 16
2025
Q2 		$19.4M Buy
458,811
+8,789
+2% +$367K 1.59% 14
2025
Q1 		$18.9M Buy
450,022
+2,232
+0.5% +$93K 1.68% 9
2024
Q4 		$18.5M Buy
447,790
+10,340
+2% +$435K 1.66% 13
2024
Q3 		$18.9M Sell
437,450
-2,538
-0.6% -$108K 1.59% 14
2024
Q2 		$18.3M Buy
439,988
+13,574
+3% +$562K 1.48% 16
2024
Q1 		$17.9M Sell
426,414
-21,300
-5% -$894K 3.01% 7
2023
Q4 		$19M Sell
447,714
-31,218
-7% -$1.28M 3.42% 4
2023
Q3 		$19.3M Sell
478,932
-12,711
-3% -$524K 3.08% 5
2023
Q2 		$20.5M Buy
491,643
+12,576
+3% +$531K 2.62% 6
2023
Q1 		$20.4M Buy
479,067
+7,083
+2% +$299K 3.7% 5
2022
Q4 		$19.6M Buy
471,984
+357,270
+311% +$14.8M 4.45% 4
2022
Q3 		$4.7M Buy
114,714
+54,678
+91% +$2.37M 1.21% 13
2022
Q2 		$2.62M Buy
+60,036
New +$2.66M 0.4% 49
2021
Q4 		$335K Buy
+6,864
New +$345K 0.05% 187

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

CFS Investment Advisory Services's DFCF Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3% in Q2 2026, buying an estimated $674K and bringing the position to 544,478 shares worth $23M. The position accounts for 1.53% of the portfolio, ranked #11.

CFS Investment Advisory Services first reported a position in DFCF in Q4 2021 and has held it in 18 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • CFS Investment Advisory Services held 544,478 shares of Dimensional Core Fixed Income ETF worth $23M as of Q2 2026.
  • CFS Investment Advisory Services bought 15,956 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $674K.
  • Dimensional Core Fixed Income ETF made up 1.53% of CFS Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
  • CFS Investment Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.