Fiduciary Financial Group
DFCF icon

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
Q3 		$329K Sell
8,203
-100
-1% -$4.14K 0.04% 278
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
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Fiduciary Financial Group's DFCF Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q3 2026, selling an estimated $4.14K and leaving 8,203 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #278.

Fiduciary Financial Group first reported a position in DFCF in Q2 2024 and has held it in 10 quarters since. The position peaked at $435K in Q2 2024. 465 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Fiduciary Financial Group held 8,203 shares of Dimensional Core Fixed Income ETF worth $329K as of Q3 2026.
  • Fiduciary Financial Group sold 100 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $4.14K.
  • Dimensional Core Fixed Income ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q3 2026, its #278 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Dimensional Core Fixed Income ETF position peaked at $435K in Q2 2024.
  • 465 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

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