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 Q2	$75K	Buy	+1,774	New	+$75K	﹤0.01%	914

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CX Institutional's DFCF Position: Q2 2026 in Review

CX Institutional opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 1,774 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

161 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

CX Institutional held 1,774 shares of Dimensional Core Fixed Income ETF worth $75K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new CX Institutional position in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #914 holding.
161 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.