Pinney & Scofield’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pinney & Scofield’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	$1.58M	Buy	37,475 +2	+0%	+$85	0.77%	20
2026 Q1	$1.58M	Buy	37,473 +7,115	+23%	+$304K	0.85%	19
2025 Q4	$1.29M	Buy	30,358 +4,057	+15%	+$174K	0.73%	19
2025 Q3	$1.12M	Buy	26,301 +4,890	+23%	+$207K	0.7%	21
2025 Q2	$905K	Buy	21,411 +962	+5%	+$40.1K	0.61%	23
2025 Q1	$860K	Buy	20,449 +3,265	+19%	+$136K	0.62%	23
2024 Q4	$709K	Buy	+17,184	New	+$724K	0.54%	25

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

Pinney & Scofield's DFCF Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.01% in Q2 2026, buying an estimated $85 and bringing the position to 37,475 shares worth $1.58M. The position accounts for 0.77% of the portfolio, ranked #20.

Pinney & Scofield first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Pinney & Scofield held 37,475 shares of Dimensional Core Fixed Income ETF worth $1.58M as of Q2 2026.
Pinney & Scofield bought 2 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $85.
Dimensional Core Fixed Income ETF made up 0.77% of Pinney & Scofield's portfolio in Q2 2026, its #20 holding.
Pinney & Scofield first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's Dimensional Core Fixed Income ETF position peaked at $1.58M in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.