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

Morris Financial Concepts’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	$1.95M	Buy	46,140 +1,847	+4%	+$78.1K	0.6%	31
2026 Q1	$1.87M	Buy	44,293 +4,589	+12%	+$196K	0.63%	29
2025 Q4	$1.69M	Buy	39,704 +1,207	+3%	+$51.7K	0.59%	32
2025 Q3	$1.65M	Sell	38,497 -202	-0.5%	-$8.57K	0.59%	28
2025 Q2	$1.64M	Sell	38,699 -954	-2%	-$39.8K	0.65%	27
2025 Q1	$1.67M	Sell	39,653 -2,004	-5%	-$83.5K	0.7%	27
2024 Q4	$1.72M	Sell	41,657 -3,082	-7%	-$130K	0.74%	24
2024 Q3	$1.93M	Sell	44,739 -78	-0.2%	-$3.33K	0.83%	19
2024 Q2	$1.86M	Buy	44,817 +1,729	+4%	+$71.6K	0.89%	19
2024 Q1	$1.81M	Buy	43,088 +1,564	+4%	+$65.7K	0.92%	18
2023 Q4	$1.76M	Sell	41,524 -15,644	-27%	-$640K	1.01%	20
2023 Q3	$2.31M	Buy	57,168 +7,445	+15%	+$307K	1.53%	15
2023 Q2	$2.07M	Buy	49,723 +6,686	+16%	+$282K	1.34%	16
2023 Q1	$1.83M	Buy	43,037 +430	+1%	+$18.2K	1.29%	17
2022 Q4	$1.77M	Buy	+42,607	New	+$1.76M	1.43%	16

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

Morris Financial Concepts's DFCF Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.2% in Q2 2026, buying an estimated $78.1K and bringing the position to 46,140 shares worth $1.95M. The position accounts for 0.6% of the portfolio, ranked #31.

Morris Financial Concepts first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2023. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Morris Financial Concepts held 46,140 shares of Dimensional Core Fixed Income ETF worth $1.95M as of Q2 2026.
Morris Financial Concepts bought 1,847 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $78.1K.
Dimensional Core Fixed Income ETF made up 0.6% of Morris Financial Concepts's portfolio in Q2 2026, its #31 holding.
Morris Financial Concepts first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Morris Financial Concepts's Dimensional Core Fixed Income ETF position peaked at $2.31M in Q3 2023.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.