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Onyx Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Onyx Financial 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 		$4.64M Buy
109,828
+34,137
+45% +$1.44M 1.67% 6
2026
Q1 		$3.2M Buy
75,691
+30,193
+66% +$1.29M 1.33% 7
2025
Q4 		$1.94M Buy
45,498
+11,124
+32% +$477K 0.82% 8
2025
Q3 		$1.47M Buy
34,374
+575
+2% +$24.4K 0.65% 10
2025
Q2 		$1.43M Sell
33,799
-2,207
-6% -$92K 0.68% 9
2025
Q1 		$1.51M Buy
36,006
+1,022
+3% +$42.6K 0.8% 7
2024
Q4 		$1.44M Buy
34,984
+9,321
+36% +$392K 0.79% 7
2024
Q3 		$1.11M Buy
25,663
+91
+0.4% +$3.88K 0.61% 9
2024
Q2 		$1.06M Sell
25,572
-494
-2% -$20.5K 0.64% 9
2024
Q1 		$1.09M Buy
26,066
+7,026
+37% +$295K 0.68% 9
2023
Q4 		$807K Buy
19,040
+292
+2% +$11.9K 0.59% 9
2023
Q3 		$757K Buy
18,748
+15
+0.1% +$619 0.65% 7
2023
Q2 		$782K Buy
18,733
+15
+0.1% +$633 0.67% 7
2023
Q1 		$796K Buy
18,718
+10
+0.1% +$423 0.73% 7
2022
Q4 		$777K Buy
+18,708
New +$774K 0.77% 7

Other funds holding DFCF

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
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Onyx Financial Advisors's DFCF Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 45% in Q2 2026, buying an estimated $1.44M and bringing the position to 109,828 shares worth $4.64M. The position accounts for 1.67% of the portfolio, ranked #6.

Onyx Financial Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Onyx Financial Advisors held 109,828 shares of Dimensional Core Fixed Income ETF worth $4.64M as of Q2 2026.
  • Onyx Financial Advisors bought 34,137 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.44M.
  • Dimensional Core Fixed Income ETF made up 1.67% of Onyx Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Onyx Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 188 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.