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

CSP 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 		$980K Buy
23,219
+998
+4% +$42.2K 0.84% 17
2026
Q1 		$938K Buy
+22,221
New +$948K 0.96% 17

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

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

CSP Financial Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.5% in Q2 2026, buying an estimated $42.2K and bringing the position to 23,219 shares worth $980K. The position accounts for 0.84% of the portfolio, ranked #17.

CSP Financial Group first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • CSP Financial Group held 23,219 shares of Dimensional Core Fixed Income ETF worth $980K as of Q2 2026.
  • CSP Financial Group bought 998 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $42.2K.
  • Dimensional Core Fixed Income ETF made up 0.84% of CSP Financial Group's portfolio in Q2 2026, its #17 holding.
  • CSP Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on CSP Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.