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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
Q2 		$2.49M Buy
58,918
+14,779
+33% +$625K 0.24% 68
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 $4.79B 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

INVST's DFCF Position: Q2 2026 in Review

INVST increased its Dimensional Core Fixed Income ETF (DFCF) stake by 33% in Q2 2026, buying an estimated $625K and bringing the position to 58,918 shares worth $2.49M. The position accounts for 0.24% of the portfolio, ranked #68.

INVST first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • INVST held 58,918 shares of Dimensional Core Fixed Income ETF worth $2.49M as of Q2 2026.
  • INVST bought 14,779 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $625K.
  • Dimensional Core Fixed Income ETF made up 0.24% of INVST's portfolio in Q2 2026, its #68 holding.
  • INVST first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.