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

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 $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 $2.28B 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

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. 510 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.
510 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.