Keel Point’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Keel Point’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	$367K	Buy	8,706 +241	+3%	+$10.2K	0.02%	340
2026 Q1	$357K	Buy	8,465 +625	+8%	+$26.7K	0.02%	318
2025 Q4	$334K	Buy	7,840 +1,296	+20%	+$55.5K	0.02%	383
2025 Q3	$280K	Sell	6,544 -1,523	-19%	-$64.6K	0.02%	425
2025 Q2	$341K	Buy	8,067 +11	+0.1%	+$459	0.02%	375
2025 Q1	$339K	Sell	8,056 -239	-3%	-$10K	0.03%	329
2024 Q4	$342K	Buy	8,295 +24	+0.3%	+$1.01K	0.03%	302
2024 Q3	$357K	Buy	8,271 +1	+0%	+$43	0.03%	300
2024 Q2	$354K	Buy	+8,270	New	+$343K	0.03%	294
2023 Q2	–	Sell	-7,215	Closed	-$307K	–	317
2023 Q1	$307K	Sell	7,215 -11,345	-61%	-$480K	0.04%	222
2022 Q4	$771K	Buy	+18,560	New	+$768K	0.12%	120

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

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Keel Point's DFCF Position: Q2 2026 in Review

Keel Point increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 8,706 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #340.

Keel Point first reported a position in DFCF in Q4 2022 and has held it in 11 quarters since. The position peaked at $771K in Q4 2022. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Keel Point held 8,706 shares of Dimensional Core Fixed Income ETF worth $367K as of Q2 2026.
Keel Point bought 241 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $10.2K.
Dimensional Core Fixed Income ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #340 holding.
Keel Point first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 11 quarters since.
Keel Point's Dimensional Core Fixed Income ETF position peaked at $771K in Q4 2022.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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