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DFCF icon

Herold Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Herold Advisors’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 		$7.94M Buy
188,195
+14,202
+8% +$600K 1.57% 14
2026
Q1 		$7.35M Buy
173,993
+16,932
+11% +$722K 1.61% 12
2025
Q4 		$6.68M Buy
157,061
+4,710
+3% +$202K 1.49% 15
2025
Q3 		$6.51M Buy
152,351
+23,262
+18% +$987K 1.51% 14
2025
Q2 		$5.46M Sell
129,089
-21,625
-14% -$902K 1.14% 20
2025
Q1 		$6.34M Buy
150,714
+15,163
+11% +$632K 1.39% 15
2024
Q4 		$5.59M Buy
135,551
+13,578
+11% +$572K 1.22% 18
2024
Q3 		$5.27M Buy
121,973
+9,157
+8% +$390K 1.14% 19
2024
Q2 		$4.69M Buy
112,816
+35,639
+46% +$1.48M 1.08% 19
2024
Q1 		$3.24M Buy
77,177
+67,066
+663% +$2.82M 0.78% 32
2023
Q4 		$429K Buy
+10,111
New +$414K 0.12% 175

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

Herold Advisors's DFCF Position: Q2 2026 in Review

Herold Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.2% in Q2 2026, buying an estimated $600K and bringing the position to 188,195 shares worth $7.94M. The position accounts for 1.57% of the portfolio, ranked #14.

Herold Advisors first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Herold Advisors held 188,195 shares of Dimensional Core Fixed Income ETF worth $7.94M as of Q2 2026.
  • Herold Advisors bought 14,202 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $600K.
  • Dimensional Core Fixed Income ETF made up 1.57% of Herold Advisors's portfolio in Q2 2026, its #14 holding.
  • Herold Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.