Commonwealth Equity Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Commonwealth Equity 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	$89.8M	Buy	2,127,154 +329,324	+18%	+$13.9M	0.11%	182
2026 Q1	$75.9M	Buy	1,797,830 +537,666	+43%	+$22.9M	0.11%	193
2025 Q4	$53.6M	Buy	1,260,164 +20,668	+2%	+$885K	0.07%	269
2025 Q3	$53M	Sell	1,239,496 -72,548	-6%	-$3.08M	0.07%	275
2025 Q2	$55.4M	Sell	1,312,044 -142,164	-10%	-$5.93M	0.07%	265
2025 Q1	$61.2M	Sell	1,454,208 -278,526	-16%	-$11.6M	0.09%	235
2024 Q4	$71.5M	Buy	1,732,734 +142,204	+9%	+$5.99M	0.1%	185
2024 Q3	$68.7M	Buy	1,590,530 +31,582	+2%	+$1.35M	0.1%	190
2024 Q2	$64.8M	Sell	1,558,948 -200,425	-11%	-$8.3M	0.1%	182
2024 Q1	$73.8M	Sell	1,759,373 -39,110	-2%	-$1.64M	0.12%	162
2023 Q4	$76.3M	Buy	1,798,483 +232,300	+15%	+$9.5M	0.14%	145
2023 Q3	$63.2M	Buy	1,566,183 +218,443	+16%	+$9.01M	0.13%	153
2023 Q2	$56.2M	Buy	1,347,740 +630,527	+88%	+$26.6M	0.11%	173
2023 Q1	$30.5M	Buy	717,213 +392,497	+121%	+$16.6M	0.06%	271
2022 Q4	$13.5M	Sell	324,716 -44,541	-12%	-$1.84M	0.03%	509
2022 Q3	$15.1M	Buy	369,257 +7,292	+2%	+$317K	0.04%	426
2022 Q2	$15.8M	Buy	361,965 +136,150	+60%	+$6.04M	0.04%	409
2022 Q1	$10.5M	Buy	225,815 +187,185	+485%	+$8.98M	0.02%	611
2021 Q4	$1.94M	Buy	+38,630	New	+$1.94M	﹤0.01%	1515

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

Commonwealth Equity Services's DFCF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2026, buying an estimated $13.9M and bringing the position to 2,127,154 shares worth $89.8M. The position accounts for 0.11% of the portfolio, ranked #182.

Commonwealth Equity Services first reported a position in DFCF in Q4 2021 and has held it in 19 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Commonwealth Equity Services held 2,127,154 shares of Dimensional Core Fixed Income ETF worth $89.8M as of Q2 2026.
Commonwealth Equity Services bought 329,324 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $13.9M.
Dimensional Core Fixed Income ETF made up 0.11% of Commonwealth Equity Services's portfolio in Q2 2026, its #182 holding.
Commonwealth Equity Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.