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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Helen Stephens Group's DFCF Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 159% in Q2 2026, buying an estimated $493K and bringing the position to 18,972 shares worth $801K. The position accounts for 0.14% of the portfolio, ranked #69.

Helen Stephens Group first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $971K in Q3 2024. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Helen Stephens Group held 18,972 shares of Dimensional Core Fixed Income ETF worth $801K as of Q2 2026.
  • Helen Stephens Group bought 11,654 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $493K.
  • Dimensional Core Fixed Income ETF made up 0.14% of Helen Stephens Group's portfolio in Q2 2026, its #69 holding.
  • Helen Stephens Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Helen Stephens Group's Dimensional Core Fixed Income ETF position peaked at $971K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.