Keystone Financial Services (Colorado)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Keystone Financial Services (Colorado)’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	$230K	Buy	5,460 +109	+2%	+$4.61K	0.06%	118
2026 Q1	$226K	Buy	5,351 +67	+1%	+$2.86K	0.07%	111
2025 Q4	$225K	Buy	+5,284	New	+$226K	0.07%	105
2025 Q1	–	Sell	-5,914	Closed	-$244K	–	106
2024 Q4	$244K	Buy	+5,914	New	+$249K	0.09%	84

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

Keystone Financial Services (Colorado)'s DFCF Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2% in Q2 2026, buying an estimated $4.61K and bringing the position to 5,460 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #118.

Keystone Financial Services (Colorado) first reported a position in DFCF in Q4 2024 and has held it in 4 quarters since. The position peaked at $244K in Q4 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Keystone Financial Services (Colorado) held 5,460 shares of Dimensional Core Fixed Income ETF worth $230K as of Q2 2026.
Keystone Financial Services (Colorado) bought 109 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.61K.
Dimensional Core Fixed Income ETF made up 0.06% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #118 holding.
Keystone Financial Services (Colorado) first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 4 quarters since.
Keystone Financial Services (Colorado)'s Dimensional Core Fixed Income ETF position peaked at $244K in Q4 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.