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

CVA 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	$247K	Sell	5,852 -190	-3%	-$8.03K	0.02%	302
2026 Q1	$255K	Buy	6,042 +31	+0.5%	+$1.32K	0.03%	280
2025 Q4	$256K	Buy	6,011 +64	+1%	+$2.74K	0.03%	260
2025 Q3	$254K	Buy	5,947 +48	+0.8%	+$2.04K	0.03%	250
2025 Q2	$249K	Buy	5,899 +51	+0.9%	+$2.13K	0.04%	258
2025 Q1	$246K	Buy	5,848 +4,228	+261%	+$176K	0.04%	249
2024 Q4	$66.9K	Buy	+1,620	New	+$68.2K	0.01%	459

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

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

CVA Family Office reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 3.1% in Q2 2026, selling an estimated $8.03K and leaving 5,852 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #302.

CVA Family Office first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

CVA Family Office held 5,852 shares of Dimensional Core Fixed Income ETF worth $247K as of Q2 2026.
CVA Family Office sold 190 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $8.03K.
Dimensional Core Fixed Income ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #302 holding.
CVA Family Office first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
CVA Family Office's Dimensional Core Fixed Income ETF position peaked at $256K in Q4 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.