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

Merit Financial 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	$4.49M	Buy	106,318 +11,960	+13%	+$506K	0.03%	465
2026 Q1	$3.98M	Buy	94,358 +88,783	+1,593%	+$3.79M	0.03%	455
2025 Q4	$237K	Buy	+5,575	New	+$239K	﹤0.01%	1714
2025 Q3	–	Sell	-5,155	Closed	-$218K	–	1814
2025 Q2	$218K	Buy	5,155 +229	+5%	+$9.55K	﹤0.01%	1512
2025 Q1	$207K	Buy	+4,926	New	+$205K	﹤0.01%	1286

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

Merit Financial Group's DFCF Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q2 2026, buying an estimated $506K and bringing the position to 106,318 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #465.

Merit Financial Group first reported a position in DFCF in Q1 2025 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Merit Financial Group held 106,318 shares of Dimensional Core Fixed Income ETF worth $4.49M as of Q2 2026.
Merit Financial Group bought 11,960 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $506K.
Dimensional Core Fixed Income ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #465 holding.
Merit Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.