Jones Financial Companies’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Jones Financial Companies’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	$2.91M	Buy	68,747 +63,376	+1,180%	+$2.68M	﹤0.01%	1426
2026 Q1	$225K	Buy	5,371 +2,993	+126%	+$128K	﹤0.01%	2354
2025 Q4	$101K	Buy	+2,378	New	+$102K	﹤0.01%	2214
2025 Q1	–	Sell	-92	Closed	-$3.8K	–	3748
2024 Q4	$3.8K	Buy	+92	New	+$3.87K	﹤0.01%	2836
2024 Q1	–	Sell	-626	Closed	-$26.5K	–	1385
2023 Q4	$26.5K	Buy	+626	New	+$25.6K	﹤0.01%	553

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Jones Financial Companies's DFCF Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1,180% in Q2 2026, buying an estimated $2.68M and bringing the position to 68,747 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Jones Financial Companies first reported a position in DFCF in Q4 2023 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Jones Financial Companies held 68,747 shares of Dimensional Core Fixed Income ETF worth $2.91M as of Q2 2026.
Jones Financial Companies bought 63,376 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.68M.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1426 holding.
Jones Financial Companies first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.