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DFCF icon

Independent Financial Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Independent Financial 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 		$217K Sell
5,133
-178
-3% -$7.52K ﹤0.01% 1436
2026
Q1 		$224K Buy
5,311
+104
+2% +$4.44K 0.01% 1325
2025
Q4 		$222K Buy
5,207
+420
+9% +$18K ﹤0.01% 1298
2025
Q3 		$205K Buy
+4,787
New +$203K ﹤0.01% 1281

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 Financial Group's DFCF Position: Q2 2026 in Review

Independent Financial Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 3.4% in Q2 2026, selling an estimated $7.52K and leaving 5,133 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Independent Financial Group first reported a position in DFCF in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q1 2026. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Independent Financial Group held 5,133 shares of Dimensional Core Fixed Income ETF worth $217K as of Q2 2026.
  • Independent Financial Group sold 178 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $7.52K.
  • Dimensional Core Fixed Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1436 holding.
  • Independent Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Dimensional Core Fixed Income ETF position peaked at $224K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.