Forthright Family Wealth Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forthright Family Wealth Advisory’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	$381K	Sell	9,021 -2,615	-22%	-$111K	0.22%	37
2026 Q1	$488K	Buy	11,636 +2,615	+29%	+$112K	0.33%	41
2025 Q4	$384K	Sell	9,021 -1,052	-10%	-$45.1K	0.24%	36
2025 Q3	$431K	Buy	10,073 +2	+0%	+$85	0.26%	43
2025 Q2	$426K	Sell	10,071 -36	-0.4%	-$1.5K	0.27%	37
2025 Q1	$425K	Hold	10,107	–	–	0.28%	37
2024 Q4	$417K	Buy	10,107 +242	+2%	+$10.2K	0.27%	39
2024 Q3	$419K	Sell	9,865 -1,771	-15%	-$75.5K	0.27%	41
2024 Q2	$483K	Hold	11,636	–	–	0.31%	45
2024 Q1	$488K	Buy	11,636 +1,771	+18%	+$74.4K	0.33%	41
2023 Q4	$418K	Buy	+9,865	New	+$403K	0.33%	37

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

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

Forthright Family Wealth Advisory's DFCF Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q2 2026, selling an estimated $111K and leaving 9,021 shares worth $381K. The position accounts for 0.22% of the portfolio, ranked #37.

Forthright Family Wealth Advisory first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $488K in Q1 2026. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Forthright Family Wealth Advisory held 9,021 shares of Dimensional Core Fixed Income ETF worth $381K as of Q2 2026.
Forthright Family Wealth Advisory sold 2,615 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $111K.
Dimensional Core Fixed Income ETF made up 0.22% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #37 holding.
Forthright Family Wealth Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Dimensional Core Fixed Income ETF position peaked at $488K in Q1 2026.
263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.