Kingswood Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Kingswood Wealth Advisors’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	$241K	Buy	+5,699	New	+$241K	0.01%	879

Other funds holding DFCF

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

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

Kingswood Wealth Advisors's DFCF Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 5,699 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings.

508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Kingswood Wealth Advisors held 5,699 shares of Dimensional Core Fixed Income ETF worth $241K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Kingswood Wealth Advisors position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #879 holding.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.