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

Millstone Evans 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 		$206K Sell
4,881
-128
-3% -$5.41K 0.11% 139
2026
Q1 		$211K Sell
5,009
-7
-0.1% -$299 0.13% 137
2025
Q4 		$213K Sell
5,016
-98
-2% -$4.2K 0.13% 135
2025
Q3 		$219K Sell
5,114
-7,782
-60% -$330K 0.14% 119
2025
Q2 		$545K Sell
12,896
-23,683
-65% -$988K 0.37% 52
2025
Q1 		$1.54M Buy
36,579
+650
+2% +$27.1K 1.04% 18
2024
Q4 		$1.48M Buy
+35,929
New +$1.51M 1.01% 19

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

Millstone Evans Group's DFCF Position: Q2 2026 in Review

Millstone Evans Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 2.6% in Q2 2026, selling an estimated $5.41K and leaving 4,881 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #139.

Millstone Evans Group first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Millstone Evans Group held 4,881 shares of Dimensional Core Fixed Income ETF worth $206K as of Q2 2026.
  • Millstone Evans Group sold 128 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.41K.
  • Dimensional Core Fixed Income ETF made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #139 holding.
  • Millstone Evans Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional Core Fixed Income ETF position peaked at $1.54M in Q1 2025.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.