IAA
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Independent Advisor Alliance’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,994
Closed -$253K – 1157
2026
Q1 		$253K Buy
+5,994
New +$256K ﹤0.01% 1405

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

Independent Advisor Alliance's DFCF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 5,994 shares — an estimated $253K sold.

Independent Advisor Alliance first reported a position in DFCF in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,994 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $253K.
  • Independent Advisor Alliance first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Dimensional Core Fixed Income ETF position peaked at $253K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.