HIG
DFCF icon

Heritage Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Heritage Investment 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 		$8.22M Buy
194,715
+4,583
+2% +$194K 1.1% 19
2026
Q1 		$8.03M Buy
190,132
+28,440
+18% +$1.21M 1.21% 18
2025
Q4 		$6.88M Buy
161,692
+3,746
+2% +$160K 1.05% 19
2025
Q3 		$6.75M Buy
157,946
+3,992
+3% +$169K 1.08% 19
2025
Q2 		$6.51M Buy
153,954
+1,399
+0.9% +$58.3K 1.12% 18
2025
Q1 		$6.42M Sell
152,555
-3,389
-2% -$141K 1.21% 16
2024
Q4 		$6.44M Buy
155,944
+91,321
+141% +$3.84M 1.2% 16
2024
Q3 		$2.79M Buy
64,623
+4,231
+7% +$180K 0.53% 21
2024
Q2 		$2.51M Buy
60,392
+1,837
+3% +$76.1K 0.52% 20
2024
Q1 		$2.46M Buy
58,555
+2,583
+5% +$108K 0.51% 22
2023
Q4 		$2.37M Buy
55,972
+2,148
+4% +$87.9K 0.53% 21
2023
Q3 		$2.17M Buy
+53,824
New +$2.22M 0.59% 20

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

Heritage Investment Group's DFCF Position: Q2 2026 in Review

Heritage Investment Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.4% in Q2 2026, buying an estimated $194K and bringing the position to 194,715 shares worth $8.22M. The position accounts for 1.1% of the portfolio, ranked #19.

Heritage Investment Group first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. 282 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Heritage Investment Group held 194,715 shares of Dimensional Core Fixed Income ETF worth $8.22M as of Q2 2026.
  • Heritage Investment Group bought 4,583 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $194K.
  • Dimensional Core Fixed Income ETF made up 1.1% of Heritage Investment Group's portfolio in Q2 2026, its #19 holding.
  • Heritage Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 282 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.