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 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 $4.79B 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

MSH Capital Advisors's DFCF Position: Q2 2026 in Review

MSH Capital Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 31% in Q2 2026, selling an estimated $216K and leaving 11,424 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #206.

MSH Capital Advisors first reported a position in DFCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q3 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

MSH Capital Advisors held 11,424 shares of Dimensional Core Fixed Income ETF worth $482K as of Q2 2026.
MSH Capital Advisors sold 5,104 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $216K.
Dimensional Core Fixed Income ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #206 holding.
MSH Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
MSH Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $2.26M in Q3 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.