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

Fiduciary Financial Group’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	$350K	Buy	8,303 +46	+0.6%	+$1.94K	0.04%	269
2026 Q1	$349K	Sell	8,257 -437	-5%	-$18.6K	0.05%	247
2025 Q4	$370K	Buy	8,694 +187	+2%	+$8.01K	0.05%	233
2025 Q3	$364K	Buy	8,507 +60	+0.7%	+$2.54K	0.06%	217
2025 Q2	$357K	Buy	8,447 +141	+2%	+$5.88K	0.06%	191
2025 Q1	$342K	Sell	8,306 -315	-4%	-$13.1K	0.07%	164
2024 Q4	$352K	Buy	8,621 +216	+3%	+$9.09K	0.08%	157
2024 Q3	$359K	Sell	8,405 -1,932	-19%	-$82.4K	0.08%	164
2024 Q2	$435K	Buy	+10,337	New	+$428K	0.1%	116

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 $7.08B AUM 17.38% 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 $2.54B AUM 18.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

Fiduciary Financial Group's DFCF Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.56% in Q2 2026, buying an estimated $1.94K and bringing the position to 8,303 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #269.

Fiduciary Financial Group first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. The position peaked at $435K in Q2 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Fiduciary Financial Group held 8,303 shares of Dimensional Core Fixed Income ETF worth $350K as of Q2 2026.
Fiduciary Financial Group bought 46 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.94K.
Dimensional Core Fixed Income ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #269 holding.
Fiduciary Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Dimensional Core Fixed Income ETF position peaked at $435K in Q2 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.