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Old Peak Finance’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Old Peak Finance’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 		$437K Buy
10,345
+337
+3% +$14.2K 0.21% 49
2026
Q1 		$423K Buy
10,008
+81
+0.8% +$3.46K 0.25% 49
2025
Q4 		$422K Buy
+9,927
New +$425K 0.26% 48

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Old Peak Finance's DFCF Position: Q2 2026 in Review

Old Peak Finance increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.4% in Q2 2026, buying an estimated $14.2K and bringing the position to 10,345 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #49.

Old Peak Finance first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Old Peak Finance held 10,345 shares of Dimensional Core Fixed Income ETF worth $437K as of Q2 2026.
  • Old Peak Finance bought 337 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $14.2K.
  • Dimensional Core Fixed Income ETF made up 0.21% of Old Peak Finance's portfolio in Q2 2026, its #49 holding.
  • Old Peak Finance first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.