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

Investment Advisory 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	$1.15M	Buy	27,219 +217	+0.8%	+$9.17K	0.25%	76
2026 Q1	$1.14M	Buy	27,002 +1,328	+5%	+$56.7K	0.29%	72
2025 Q4	$1.09M	Buy	25,674 +46	+0.2%	+$1.97K	0.28%	69
2025 Q3	$1.1M	Buy	25,628 +3,325	+15%	+$141K	0.3%	67
2025 Q2	$943K	Buy	22,303 +187	+0.8%	+$7.8K	0.29%	70
2025 Q1	$930K	Buy	22,116 +15	+0.1%	+$625	0.31%	66
2024 Q4	$912K	Sell	22,101 -205	-0.9%	-$8.63K	0.31%	66
2024 Q3	$963K	Buy	22,306 +5,378	+32%	+$229K	0.33%	60
2024 Q2	$703K	Buy	16,928 +112	+0.7%	+$4.64K	0.27%	71
2024 Q1	$705K	Buy	16,816 +3,806	+29%	+$160K	0.29%	69
2023 Q4	$552K	Buy	+13,010	New	+$532K	0.25%	76

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

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

Investment Advisory Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.8% in Q2 2026, buying an estimated $9.17K and bringing the position to 27,219 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #76.

Investment Advisory Group first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Investment Advisory Group held 27,219 shares of Dimensional Core Fixed Income ETF worth $1.15M as of Q2 2026.
Investment Advisory Group bought 217 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $9.17K.
Dimensional Core Fixed Income ETF made up 0.25% of Investment Advisory Group's portfolio in Q2 2026, its #76 holding.
Investment Advisory Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.