LAM Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LAM Group’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	$445K	Buy	10,550 +2,810	+36%	+$119K	0.22%	66
2026 Q1	$327K	Sell	7,740 -815	-10%	-$34.8K	0.18%	72
2025 Q4	$364K	Sell	8,555 -4,485	-34%	-$192K	0.21%	70
2025 Q3	$558K	Buy	13,040 +5,555	+74%	+$236K	0.35%	59
2025 Q2	$316K	Sell	7,485 -915	-11%	-$38.2K	0.21%	69
2025 Q1	$353K	Buy	8,400 +2,320	+38%	+$96.7K	0.26%	65
2024 Q4	$251K	Buy	6,080 +1,070	+21%	+$45.1K	0.18%	71
2024 Q3	$216K	Buy	5,010 +465	+10%	+$19.8K	0.15%	72
2024 Q2	$189K	Sell	4,545 -7,445	-62%	-$308K	0.16%	68
2024 Q1	$503K	Buy	11,990 +11,305	+1,650%	+$475K	0.41%	54
2023 Q4	$29K	Buy	+685	New	+$28K	0.03%	74

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

LAM Group's DFCF Position: Q2 2026 in Review

LAM Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 36% in Q2 2026, buying an estimated $119K and bringing the position to 10,550 shares worth $445K. The position accounts for 0.22% of the portfolio, ranked #66.

LAM Group first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $558K in Q3 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

LAM Group held 10,550 shares of Dimensional Core Fixed Income ETF worth $445K as of Q2 2026.
LAM Group bought 2,810 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $119K.
Dimensional Core Fixed Income ETF made up 0.22% of LAM Group's portfolio in Q2 2026, its #66 holding.
LAM Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
LAM Group's Dimensional Core Fixed Income ETF position peaked at $558K in Q3 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.