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

Quantum 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	$1.51M	Sell	35,847 -630	-2%	-$26.6K	0.15%	65
2026 Q1	$1.54M	Buy	36,477 +1,576	+5%	+$67.2K	0.17%	54
2025 Q4	$1.49M	Sell	34,901 -5,263	-13%	-$225K	0.17%	62
2025 Q3	$1.72M	Sell	40,164 -2,454	-6%	-$104K	0.21%	58
2025 Q2	$1.8M	Sell	42,618 -3,786	-8%	-$158K	0.24%	57
2025 Q1	$1.95M	Buy	46,404 +370	+0.8%	+$15.4K	0.29%	50
2024 Q4	$1.9M	Sell	46,034 -576	-1%	-$24.3K	0.29%	51
2024 Q3	$2.01M	Sell	46,610 -1,914	-4%	-$81.6K	0.32%	44
2024 Q2	$2.02M	Sell	48,524 -2,328	-5%	-$96.5K	0.35%	46
2024 Q1	$2.13M	Sell	50,852 -8,218	-14%	-$345K	0.39%	44
2023 Q4	$2.5M	Buy	59,070 +5,943	+11%	+$243K	0.61%	23
2023 Q3	$2.14M	Sell	53,127 -585	-1%	-$24.1K	0.63%	22
2023 Q2	$2.24M	Sell	53,712 -1,202	-2%	-$50.7K	0.66%	21
2023 Q1	$2.33M	Sell	54,914 -805	-1%	-$34K	0.73%	19
2022 Q4	$2.31M	Buy	+55,719	New	+$2.3M	1.04%	16

Other funds holding DFCF

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

Quantum Financial Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.7% in Q2 2026, selling an estimated $26.6K and leaving 35,847 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #65.

Quantum Financial Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q4 2023. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Quantum Financial Advisors held 35,847 shares of Dimensional Core Fixed Income ETF worth $1.51M as of Q2 2026.
Quantum Financial Advisors sold 630 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $26.6K.
Dimensional Core Fixed Income ETF made up 0.15% of Quantum Financial Advisors's portfolio in Q2 2026, its #65 holding.
Quantum Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Quantum Financial Advisors's Dimensional Core Fixed Income ETF position peaked at $2.5M in Q4 2023.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.