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Foundations Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Foundations Investment Advisors’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 		$2.99M Buy
70,764
+10,655
+18% +$450K 0.03% 335
2026
Q1 		$2.54M Buy
60,109
+9,610
+19% +$410K 0.03% 324
2025
Q4 		$2.15M Buy
50,499
+18,009
+55% +$771K 0.03% 331
2025
Q3 		$1.39M Buy
+32,490
New +$1.38M 0.02% 393

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Foundations Investment Advisors's DFCF Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2026, buying an estimated $450K and bringing the position to 70,764 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #335.

Foundations Investment Advisors first reported a position in DFCF in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Foundations Investment Advisors held 70,764 shares of Dimensional Core Fixed Income ETF worth $2.99M as of Q2 2026.
  • Foundations Investment Advisors bought 10,655 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $450K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #335 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.