Orion Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Orion Capital Management’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	$10.7K	Hold	253	–	–	﹤0.01%	399
2026 Q1	$10.7K	Hold	253	–	–	﹤0.01%	363
2025 Q4	$10.8K	Hold	253	–	–	﹤0.01%	384
2025 Q3	$10.8K	Hold	253	–	–	﹤0.01%	387
2025 Q2	$10.7K	Sell	253 -82	-24%	-$3.42K	﹤0.01%	357
2025 Q1	$14.1K	Hold	335	–	–	0.01%	335
2024 Q4	$13.8K	Buy	+335	New	+$14.1K	0.01%	344
2024 Q3	–	Sell	-374	Closed	-$15.5K	–	229
2024 Q2	$15.5K	Hold	374	–	–	0.01%	333
2024 Q1	$15.7K	Hold	374	–	–	0.01%	352
2023 Q4	$15.9K	Hold	374	–	–	0.01%	359
2023 Q3	$15.1K	Buy	+374	New	+$15.4K	0.01%	354
2023 Q2	–	Sell	-8,220	Closed	-$349K	–	223
2023 Q1	$349K	Buy	8,220 +883	+12%	+$37.3K	0.23%	82
2022 Q4	$305K	Buy	7,337 +4,254	+138%	+$176K	0.22%	81
2022 Q3	$126K	Buy	3,083 +2,203	+250%	+$95.6K	0.1%	132
2022 Q2	$38K	Buy	+880	New	+$39K	0.03%	217

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

Orion Capital Management's DFCF Position: Q2 2026 in Review

Orion Capital Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 253 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Orion Capital Management first reported a position in DFCF in Q2 2022 and has held it in 15 quarters since. The position peaked at $349K in Q1 2023. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Orion Capital Management held 253 shares of Dimensional Core Fixed Income ETF worth $10.7K as of Q2 2026.
Orion Capital Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #399 holding.
Orion Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 15 quarters since.
Orion Capital Management's Dimensional Core Fixed Income ETF position peaked at $349K in Q1 2023.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.