LPL Financial
DFCF icon

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

LPL Financial’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 		$53.8M Buy
1,275,520
+157,870
+14% +$6.67M 0.01% 973
2026
Q1 		$47.2M Buy
1,117,650
+28,018
+3% +$1.2M 0.01% 951
2025
Q4 		$46.4M Sell
1,089,632
-4,581
-0.4% -$196K 0.01% 909
2025
Q3 		$46.8M Buy
1,094,213
+84
+0% +$3.56K 0.01% 887
2025
Q2 		$46.2M Buy
1,094,129
+3,686
+0.3% +$154K 0.02% 799
2025
Q1 		$45.9M Sell
1,090,443
-167,061
-13% -$6.96M 0.02% 717
2024
Q4 		$51.9M Buy
1,257,504
+19,657
+2% +$828K 0.02% 635
2024
Q3 		$53.5M Buy
1,237,847
+367,833
+42% +$15.7M 0.02% 585
2024
Q2 		$36.1M Buy
870,014
+20,947
+2% +$868K 0.02% 695
2024
Q1 		$35.6M Buy
849,067
+451,718
+114% +$19M 0.02% 675
2023
Q4 		$16.8M Buy
397,349
+56,841
+17% +$2.32M 0.01% 961
2023
Q3 		$13.7M Buy
340,508
+16,200
+5% +$668K 0.01% 978
2023
Q2 		$13.5M Buy
324,308
+88,034
+37% +$3.72M 0.01% 970
2023
Q1 		$10M Buy
236,274
+56,740
+32% +$2.4M 0.01% 1081
2022
Q4 		$7.45M Buy
179,534
+159,782
+809% +$6.61M 0.01% 1221
2022
Q3 		$809K Buy
19,752
+11,272
+133% +$489K ﹤0.01% 2705
2022
Q2 		$370K Buy
+8,480
New +$376K ﹤0.01% 3452

Other funds holding DFCF

TI
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
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
AC
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

LPL Financial's DFCF Position: Q2 2026 in Review

LPL Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q2 2026, buying an estimated $6.67M and bringing the position to 1,275,520 shares worth $53.8M. The position accounts for 0.01% of the portfolio, ranked #973.

LPL Financial first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • LPL Financial held 1,275,520 shares of Dimensional Core Fixed Income ETF worth $53.8M as of Q2 2026.
  • LPL Financial bought 157,870 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $6.67M.
  • Dimensional Core Fixed Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #973 holding.
  • LPL Financial first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.