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Patriot Financial Group Insurance Agency’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$285K Sell
6,762
-6,762
-50% -$286K 0.03% 399
2026
Q1 		$571K Buy
13,524
+6,762
+100% +$289K 0.03% 405
2025
Q4 		$288K Hold
6,762
– – 0.03% 392
2025
Q3 		$289K Sell
6,762
-8,128
-55% -$345K 0.04% 386
2025
Q2 		$629K Buy
14,890
+70
+0.5% +$2.92K 0.07% 274
2025
Q1 		$623K Buy
14,820
+43
+0.3% +$1.79K 0.08% 256
2024
Q4 		$610K Buy
14,777
+79
+0.5% +$3.33K 0.08% 254
2024
Q3 		$635K Buy
14,698
+58
+0.4% +$2.47K 0.09% 254
2024
Q2 		$608K Sell
14,640
-7,454
-34% -$309K 0.09% 242
2024
Q1 		$927K Buy
22,094
+2,271
+11% +$95.3K 0.15% 163
2023
Q4 		$840K Buy
19,823
+8,143
+70% +$333K 0.16% 152
2023
Q3 		$472K Buy
11,680
+6,332
+118% +$261K 0.1% 242
2023
Q2 		$223K Buy
+5,348
New +$226K 0.04% 410

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $7.08B 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFCF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 50% in Q2 2026, selling an estimated $286K and leaving 6,762 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #399.

Patriot Financial Group Insurance Agency first reported a position in DFCF in Q2 2023 and has held it in 13 quarters since. The position peaked at $927K in Q1 2024. 300 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,762 shares of Dimensional Core Fixed Income ETF worth $285K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,762 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $286K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #399 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional Core Fixed Income ETF position peaked at $927K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.