MFS
DFCF icon

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

Montgomery Financial Services’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 		$143K Buy
+3,388
New +$143K 0.12% 34

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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Montgomery Financial Services's DFCF Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 3,388 shares worth $143K. The stake represents 0.12% of the portfolio and ranks #34 among its holdings.

489 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Montgomery Financial Services held 3,388 shares of Dimensional Core Fixed Income ETF worth $143K as of Q2 2026.
  • Dimensional Core Fixed Income ETF was a new Montgomery Financial Services position in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.12% of Montgomery Financial Services's portfolio in Q2 2026, its #34 holding.
  • 489 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.