CX Institutional
DFCF icon

CX Institutional’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

CX Institutional’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
Q3 		– Sell
-1,774
Closed -$75K – 1688
2026
Q2 		$75K Buy
+1,774
New +$75K ﹤0.01% 914

Other funds holding DFCF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

CX Institutional's DFCF Position: Q3 2026 in Review

CX Institutional sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2026, closing a stake of 1,774 shares — an estimated $75K sold.

CX Institutional first reported a position in DFCF in Q2 2026 and held it in 1 quarter. The position peaked at $75K in Q2 2026. 142 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • CX Institutional reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 1,774 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $75K.
  • CX Institutional first reported a position in Dimensional Core Fixed Income ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Dimensional Core Fixed Income ETF position peaked at $75K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.