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Clayton Financial Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Clayton Financial Group’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 		– Sell
-2,471
Closed -$104K – 198
2026
Q1 		$104K Hold
2,471
– – 0.05% 102
2025
Q4 		$105K Buy
+2,471
New +$106K 0.05% 103

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FMI
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PHWA
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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

Clayton Financial Group's DFCF Position: Q2 2026 in Review

Clayton Financial Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 2,471 shares — an estimated $104K sold.

Clayton Financial Group first reported a position in DFCF in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Clayton Financial Group reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 2,471 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $104K.
  • Clayton Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Dimensional Core Fixed Income ETF position peaked at $105K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.