FFM
DFCF icon

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

Forum Financial Management’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 		$5.31M Buy
125,872
+456
+0.4% +$19.3K 0.07% 47
2026
Q1 		$5.3M Sell
125,416
-21,617
-15% -$922K 0.07% 46
2025
Q4 		$6.26M Sell
147,033
-39,318
-21% -$1.68M 0.08% 55
2025
Q3 		$7.97M Buy
186,351
+144,413
+344% +$6.13M 0.11% 43
2025
Q2 		$1.77M Sell
41,938
-479
-1% -$20K 0.03% 138
2025
Q1 		$1.78M Sell
42,417
-6,445
-13% -$269K 0.03% 132
2024
Q4 		$2.02M Sell
48,862
-179
-0.4% -$7.54K 0.03% 119
2024
Q3 		$2.12M Sell
49,041
-29
-0.1% -$1.24K 0.04% 99
2024
Q2 		$2.04M Sell
49,070
-325,899
-87% -$13.5M 0.04% 100
2024
Q1 		$15.7M Sell
374,969
-43,636
-10% -$1.83M 0.27% 28
2023
Q4 		$17.7M Sell
418,605
-65,335
-14% -$2.67M 0.33% 21
2023
Q3 		$19.5M Sell
483,940
-19,520
-4% -$805K 0.43% 18
2023
Q2 		$21M Sell
503,460
-33,959
-6% -$1.43M 0.47% 18
2023
Q1 		$22.8M Buy
537,419
+2,529
+0.5% +$107K 0.66% 18
2022
Q4 		$22.2M Buy
534,890
+303,762
+131% +$12.6M 0.73% 18
2022
Q3 		$9.46M Buy
231,128
+52,128
+29% +$2.26M 0.46% 19
2022
Q2 		$7.81M Buy
179,000
+78,294
+78% +$3.47M 0.39% 15
2022
Q1 		$4.67M Buy
100,706
+75,759
+304% +$3.64M 0.23% 29
2021
Q4 		$1.25M Buy
+24,947
New +$1.25M 0.06% 98

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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

Forum Financial Management's DFCF Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.36% in Q2 2026, buying an estimated $19.3K and bringing the position to 125,872 shares worth $5.31M. The position accounts for 0.07% of the portfolio, ranked #47.

Forum Financial Management first reported a position in DFCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.8M in Q1 2023. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Forum Financial Management held 125,872 shares of Dimensional Core Fixed Income ETF worth $5.31M as of Q2 2026.
  • Forum Financial Management bought 456 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $19.3K.
  • Dimensional Core Fixed Income ETF made up 0.07% of Forum Financial Management's portfolio in Q2 2026, its #47 holding.
  • Forum Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Dimensional Core Fixed Income ETF position peaked at $22.8M in Q1 2023.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.