MSH Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MSH Capital Advisors’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 Q3	$401K	Sell	9,994 -1,430	-13%	-$59.3K	0.06%	245
2026 Q2	$482K	Sell	11,424 -5,104	-31%	-$216K	0.08%	206
2026 Q1	$698K	Sell	16,528 -1,783	-10%	-$76.1K	0.15%	139
2025 Q4	$779K	Sell	18,311 -261	-1%	-$11.2K	0.17%	139
2025 Q3	$794K	Buy	18,572 +130	+0.7%	+$5.51K	0.21%	118
2025 Q2	$779K	Sell	18,442 -921	-5%	-$38.4K	0.22%	112
2025 Q1	$814K	Sell	19,363 -6,757	-26%	-$282K	0.25%	103
2024 Q4	$1.08M	Sell	26,120 -26,277	-50%	-$1.11M	0.34%	78
2024 Q3	$2.26M	Buy	52,397 +2,878	+6%	+$123K	0.69%	42
2024 Q2	$2.06M	Buy	49,519 +2,636	+6%	+$109K	0.69%	46
2024 Q1	$1.97M	Buy	+46,883	New	+$1.97M	0.69%	46

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

MSH Capital Advisors's DFCF Position: Q3 2026 in Review

MSH Capital Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q3 2026, selling an estimated $59.3K and leaving 9,994 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #245.

MSH Capital Advisors first reported a position in DFCF in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.26M in Q3 2024. 416 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

MSH Capital Advisors held 9,994 shares of Dimensional Core Fixed Income ETF worth $401K as of Q3 2026.
MSH Capital Advisors sold 1,430 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $59.3K.
Dimensional Core Fixed Income ETF made up 0.06% of MSH Capital Advisors's portfolio in Q3 2026, its #245 holding.
MSH Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
MSH Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $2.26M in Q3 2024.
416 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.