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DFCF icon

Great Valley Advisor Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Great Valley Advisor 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 		$5.54M Buy
131,154
+16,024
+14% +$677K 0.09% 206
2026
Q1 		$4.86M Buy
115,130
+45,880
+66% +$1.96M 0.09% 198
2025
Q4 		$2.95M Sell
69,250
-7,409
-10% -$317K 0.06% 273
2025
Q3 		$3.28M Sell
76,659
-150
-0.2% -$6.36K 0.07% 243
2025
Q2 		$3.25M Sell
76,809
-21,416
-22% -$893K 0.07% 234
2025
Q1 		$4.13M Buy
98,225
+565
+0.6% +$23.5K 0.09% 197
2024
Q4 		$4.03M Buy
97,660
+20,189
+26% +$850K 0.09% 215
2024
Q3 		$3.35M Sell
77,471
-87
-0.1% -$3.71K 0.08% 240
2024
Q2 		$3.22M Buy
77,558
+56,649
+271% +$2.35M 0.09% 222
2024
Q1 		$877K Buy
20,909
+300
+1% +$12.6K 0.03% 390
2023
Q4 		$874K Buy
20,609
+1,417
+7% +$58K 0.03% 359
2023
Q3 		$775K Buy
19,192
+1,061
+6% +$43.8K 0.03% 357
2023
Q2 		$757K Buy
18,131
+1,180
+7% +$49.8K 0.03% 357
2023
Q1 		$720K Buy
16,951
+1,444
+9% +$61.1K 0.03% 367
2022
Q4 		$644K Sell
15,507
-235
-1% -$9.72K 0.03% 394
2022
Q3 		$644K Buy
15,742
+1,908
+14% +$82.8K 0.04% 377
2022
Q2 		$603K Buy
+13,834
New +$613K 0.03% 390

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

Great Valley Advisor Group's DFCF Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $677K and bringing the position to 131,154 shares worth $5.54M. The position accounts for 0.09% of the portfolio, ranked #206.

Great Valley Advisor Group first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Great Valley Advisor Group held 131,154 shares of Dimensional Core Fixed Income ETF worth $5.54M as of Q2 2026.
  • Great Valley Advisor Group bought 16,024 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $677K.
  • Dimensional Core Fixed Income ETF made up 0.09% of Great Valley Advisor Group's portfolio in Q2 2026, its #206 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.