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DFCF icon

Heffernan Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Heffernan 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 		$48.5M Sell
1,148,842
-22,723
-2% -$961K 40.58% 1
2026
Q1 		$49.5M Buy
1,171,565
+19,394
+2% +$827K 45.89% 1
2025
Q4 		$49M Buy
+1,152,171
New +$49.4M 46.94% 1

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

Heffernan Advisory's DFCF Position: Q2 2026 in Review

Heffernan Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.9% in Q2 2026, selling an estimated $961K and leaving 1,148,842 shares worth $48.5M. The position accounts for 40.58% of the portfolio, ranked #1.

Heffernan Advisory first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.5M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Heffernan Advisory held 1,148,842 shares of Dimensional Core Fixed Income ETF worth $48.5M as of Q2 2026.
  • Heffernan Advisory sold 22,723 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $961K.
  • Dimensional Core Fixed Income ETF made up 40.58% of Heffernan Advisory's portfolio in Q2 2026, its #1 holding.
  • Heffernan Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Heffernan Advisory's Dimensional Core Fixed Income ETF position peaked at $49.5M in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.