Forum Private Client Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forum Private Client 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	$769K	Buy	18,228 +357	+2%	+$15.1K	0.23%	42
2026 Q1	$755K	Buy	17,871 +3,706	+26%	+$158K	0.25%	40
2025 Q4	$603K	Buy	14,165 +79	+0.6%	+$3.38K	0.21%	45
2025 Q3	$602K	Buy	14,086 +2,814	+25%	+$119K	0.21%	46
2025 Q2	$476K	Buy	11,272 +1,548	+16%	+$64.6K	0.18%	51
2025 Q1	$409K	Buy	9,724 +1,669	+21%	+$69.6K	0.18%	51
2024 Q4	$332K	Buy	8,055 +362	+5%	+$15.2K	0.15%	58
2024 Q3	$332K	Buy	7,693 +51	+0.7%	+$2.17K	0.15%	58
2024 Q2	$317K	Buy	7,642 +101	+1%	+$4.18K	0.15%	58
2024 Q1	$316K	Buy	7,541 +33	+0.4%	+$1.39K	0.15%	59
2023 Q4	$318K	Buy	+7,508	New	+$307K	0.17%	58
2023 Q3	–	Sell	-7,476	Closed	-$312K	–	16
2023 Q2	$312K	Hold	7,476	–	–	0.18%	57
2023 Q1	$318K	Hold	7,476	–	–	0.2%	56
2022 Q4	$310K	Buy	+7,476	New	+$309K	0.21%	52

Other funds holding DFCF

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

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

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 Private Client Group's DFCF Position: Q2 2026 in Review

Forum Private Client Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2% in Q2 2026, buying an estimated $15.1K and bringing the position to 18,228 shares worth $769K. The position accounts for 0.23% of the portfolio, ranked #42.

Forum Private Client Group first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Forum Private Client Group held 18,228 shares of Dimensional Core Fixed Income ETF worth $769K as of Q2 2026.
Forum Private Client Group bought 357 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $15.1K.
Dimensional Core Fixed Income ETF made up 0.23% of Forum Private Client Group's portfolio in Q2 2026, its #42 holding.
Forum Private Client Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.