Collective Family Office’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Collective Family Office’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	$12M	Buy	284,278 +14,555	+5%	+$615K	2.45%	13
2026 Q1	$11.4M	Buy	269,723 +7,816	+3%	+$333K	2.56%	12
2025 Q4	$11.1M	Buy	261,907 +25,269	+11%	+$1.08M	2.56%	11
2025 Q3	$10.1M	Buy	236,638 +10,136	+4%	+$430K	2.43%	10
2025 Q2	$9.57M	Sell	226,502 -17,867	-7%	-$745K	2.46%	8
2025 Q1	$10.3M	Buy	244,369 +26,626	+12%	+$1.11M	2.78%	9
2024 Q4	$8.99M	Buy	217,743 +1,472	+0.7%	+$62K	2.47%	10
2024 Q3	$9.34M	Buy	216,271 +37,137	+21%	+$1.58M	2.54%	9
2024 Q2	$7.44M	Buy	179,134 +15,463	+9%	+$641K	2.19%	17
2024 Q1	$6.87M	Buy	163,671 +36,420	+29%	+$1.53M	2.23%	13
2023 Q4	$5.4M	Buy	127,251 +59,242	+87%	+$2.42M	1.9%	16
2023 Q3	$2.75M	Buy	68,009 +6,798	+11%	+$280K	1.07%	29
2023 Q2	$2.55M	Buy	61,211 +6,279	+11%	+$265K	1%	28
2023 Q1	$2.33M	Buy	54,932 +6,052	+12%	+$256K	0.96%	29
2022 Q4	$2.03M	Buy	48,880 +34,191	+233%	+$1.41M	0.91%	29
2022 Q3	$601K	Buy	14,689 +4,120	+39%	+$179K	0.3%	86
2022 Q2	$461K	Buy	+10,569	New	+$469K	0.2%	115

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

Collective Family Office's DFCF Position: Q2 2026 in Review

Collective Family Office increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.4% in Q2 2026, buying an estimated $615K and bringing the position to 284,278 shares worth $12M. The position accounts for 2.45% of the portfolio, ranked #13.

Collective Family Office first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Collective Family Office held 284,278 shares of Dimensional Core Fixed Income ETF worth $12M as of Q2 2026.
Collective Family Office bought 14,555 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $615K.
Dimensional Core Fixed Income ETF made up 2.45% of Collective Family Office's portfolio in Q2 2026, its #13 holding.
Collective Family Office first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.