Fiduciary Alliance’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Fiduciary Alliance’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	$2.44M	Buy	60,751 +1,982	+3%	+$82.2K	0.18%	130
2026 Q2	$2.48M	Buy	58,769 +4,987	+9%	+$211K	0.17%	151
2026 Q1	$2.29M	Buy	53,782 +13,815	+35%	+$589K	0.14%	165
2025 Q4	$1.7M	Buy	39,967 +56	+0.1%	+$2.4K	0.11%	176
2025 Q3	$1.71M	Buy	39,911 +2,710	+7%	+$115K	0.11%	169
2025 Q2	$1.57M	Buy	+37,201	New	+$1.55M	0.12%	168

Other funds holding DFCF

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Fiduciary Alliance's DFCF Position: Q3 2026 in Review

Fiduciary Alliance increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.4% in Q3 2026, buying an estimated $82.2K and bringing the position to 60,751 shares worth $2.44M. The position accounts for 0.18% of the portfolio, ranked #130.

Fiduciary Alliance first reported a position in DFCF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.48M in Q2 2026. 142 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Fiduciary Alliance held 60,751 shares of Dimensional Core Fixed Income ETF worth $2.44M as of Q3 2026.
Fiduciary Alliance bought 1,982 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $82.2K.
Dimensional Core Fixed Income ETF made up 0.18% of Fiduciary Alliance's portfolio in Q3 2026, its #130 holding.
Fiduciary Alliance first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Dimensional Core Fixed Income ETF position peaked at $2.48M in Q2 2026.
142 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.