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 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

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 $7.08B AUM 17.38% 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

GWWM

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

BHWM

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

DPW

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

MSWMA

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

GLLW

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

Fiduciary Alliance's DFCF Position: Q2 2026 in Review

Fiduciary Alliance increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.3% in Q2 2026, buying an estimated $211K and bringing the position to 58,769 shares worth $2.48M. The position accounts for 0.17% of the portfolio, ranked #151.

Fiduciary Alliance first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Fiduciary Alliance held 58,769 shares of Dimensional Core Fixed Income ETF worth $2.48M as of Q2 2026.
Fiduciary Alliance bought 4,987 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $211K.
Dimensional Core Fixed Income ETF made up 0.17% of Fiduciary Alliance's portfolio in Q2 2026, its #151 holding.
Fiduciary Alliance first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.