Helen Stephens Group
DFCF icon

Helen Stephens Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Helen Stephens 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
Q3 		$441K Sell
11,003
-7,969
-42% -$330K 0.07% 95
2026
Q2 		$801K Buy
18,972
+11,654
+159% +$493K 0.14% 69
2026
Q1 		$309K Buy
7,318
+822
+13% +$35.1K 0.06% 94
2025
Q4 		$276K Sell
6,496
-213
-3% -$9.12K 0.06% 96
2025
Q3 		$287K Sell
6,709
-8
-0.1% -$339 0.06% 89
2025
Q2 		$284K Sell
6,717
-1,903
-22% -$79.4K 0.07% 70
2025
Q1 		$363K Buy
8,620
+2,182
+34% +$90.9K 0.1% 62
2024
Q4 		$266K Sell
6,438
-16,050
-71% -$676K 0.08% 69
2024
Q3 		$971K Buy
22,488
+1,869
+9% +$79.7K 0.29% 44
2024
Q2 		$857K Buy
20,619
+2,708
+15% +$112K 0.3% 44
2024
Q1 		$751K Buy
17,911
+11,331
+172% +$476K 0.29% 39
2023
Q4 		$279K Buy
+6,580
New +$269K 0.13% 62

Other funds holding DFCF

Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Helen Stephens Group's DFCF Position: Q3 2026 in Review

Helen Stephens Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 42% in Q3 2026, selling an estimated $330K and leaving 11,003 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #95.

Helen Stephens Group first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. The position peaked at $971K in Q3 2024. 416 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Helen Stephens Group held 11,003 shares of Dimensional Core Fixed Income ETF worth $441K as of Q3 2026.
  • Helen Stephens Group sold 7,969 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $330K.
  • Dimensional Core Fixed Income ETF made up 0.07% of Helen Stephens Group's portfolio in Q3 2026, its #95 holding.
  • Helen Stephens Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Helen Stephens Group's Dimensional Core Fixed Income ETF position peaked at $971K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.