FS
DFCF icon

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

Financial Symmetry’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 		$14.8M Buy
351,212
+15,966
+5% +$675K 4.95% 5
2026
Q1 		$14.2M Buy
335,246
+49,137
+17% +$2.1M 5.03% 5
2025
Q4 		$12.2M Buy
286,109
+37,149
+15% +$1.59M 4.97% 5
2025
Q3 		$10.6M Buy
248,960
+31,590
+15% +$1.34M 4.77% 5
2025
Q2 		$9.19M Buy
217,370
+8,393
+4% +$350K 4.74% 5
2025
Q1 		$8.79M Buy
208,977
+24,557
+13% +$1.02M 5.4% 4
2024
Q4 		$7.61M Buy
184,420
+133,784
+264% +$5.63M 5.16% 5
2024
Q3 		$2.19M Buy
50,636
+14,312
+39% +$610K 1.53% 14
2024
Q2 		$1.51M Buy
36,324
+20,897
+135% +$866K 1.17% 16
2024
Q1 		$647K Buy
+15,427
New +$648K 0.57% 19

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
AC
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Symmetry's DFCF Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.8% in Q2 2026, buying an estimated $675K and bringing the position to 351,212 shares worth $14.8M. The position accounts for 4.95% of the portfolio, ranked #5.

Financial Symmetry first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Financial Symmetry held 351,212 shares of Dimensional Core Fixed Income ETF worth $14.8M as of Q2 2026.
  • Financial Symmetry bought 15,966 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $675K.
  • Dimensional Core Fixed Income ETF made up 4.95% of Financial Symmetry's portfolio in Q2 2026, its #5 holding.
  • Financial Symmetry first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.