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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

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

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return