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DFCF icon

INVST’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

INVST’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
Q1 		$1.86M Buy
44,139
+2,243
+5% +$95.7K 0.21% 84
2025
Q4 		$1.78M Buy
41,896
+6,881
+20% +$295K 0.19% 93
2025
Q3 		$1.5M Buy
35,015
+4,456
+15% +$189K 0.17% 103
2025
Q2 		$1.29M Buy
30,559
+5,975
+24% +$249K 0.16% 108
2025
Q1 		$1.03M Buy
24,584
+7,927
+48% +$330K 0.14% 124
2024
Q4 		$687K Buy
16,657
+2,627
+19% +$111K 0.08% 147
2024
Q3 		$606K Buy
14,030
+3,762
+37% +$160K 0.07% 164
2024
Q2 		$424K Buy
+10,268
New +$425K 0.05% 188

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

INVST's DFCF Position: Q1 2026 in Review

INVST increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.4% in Q1 2026, buying an estimated $95.7K and bringing the position to 44,139 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #84.

INVST first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • INVST held 44,139 shares of Dimensional Core Fixed Income ETF worth $1.86M as of Q1 2026.
  • INVST bought 2,243 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $95.7K.
  • Dimensional Core Fixed Income ETF made up 0.21% of INVST's portfolio in Q1 2026, its #84 holding.
  • INVST first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.