Coston McIsaac & Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Coston McIsaac & 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	$11.4M	Buy	269,657 +44,289	+20%	+$1.87M	2.29%	11
2026 Q1	$9.52M	Buy	225,368 +43,036	+24%	+$1.84M	2.15%	10
2025 Q4	$7.76M	Buy	182,332 +66,069	+57%	+$2.83M	1.8%	14
2025 Q3	$4.97M	Buy	116,263 +34,855	+43%	+$1.48M	1.18%	30
2025 Q2	$3.44M	Buy	81,408 +13,154	+19%	+$549K	0.89%	37
2025 Q1	$2.87M	Buy	68,254 +33,457	+96%	+$1.39M	0.84%	38
2024 Q4	$1.44M	Buy	34,797 +29,083	+509%	+$1.22M	0.43%	49
2024 Q3	$246K	Buy	5,714 +268	+5%	+$11.4K	0.07%	110
2024 Q2	$226K	Sell	5,446 -4	-0.1%	-$166	0.07%	110
2024 Q1	$228K	Buy	5,450 +4,560	+512%	+$191K	0.07%	108
2023 Q4	$37K	Buy	+890	New	+$36.4K	0.01%	307

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

Coston McIsaac & Partners's DFCF Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 20% in Q2 2026, buying an estimated $1.87M and bringing the position to 269,657 shares worth $11.4M. The position accounts for 2.29% of the portfolio, ranked #11.

Coston McIsaac & Partners first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Coston McIsaac & Partners held 269,657 shares of Dimensional Core Fixed Income ETF worth $11.4M as of Q2 2026.
Coston McIsaac & Partners bought 44,289 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.87M.
Dimensional Core Fixed Income ETF made up 2.29% of Coston McIsaac & Partners's portfolio in Q2 2026, its #11 holding.
Coston McIsaac & Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.