Root Financial Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Root Financial Partners’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	$162M	Buy	3,833,356 +585,671	+18%	+$24.8M	6.29%	6
2026 Q1	$137M	Buy	3,247,685 +547,048	+20%	+$23.3M	6.34%	4
2025 Q4	$115M	Buy	2,700,637 +645,768	+31%	+$27.7M	5.87%	4
2025 Q3	$87.9M	Buy	2,054,869 +702,772	+52%	+$29.8M	5.41%	4
2025 Q2	$57.1M	Buy	1,352,097 +118,907	+10%	+$4.96M	5.52%	4
2025 Q1	$51.9M	Buy	1,233,190 +173,782	+16%	+$7.24M	5.53%	5
2024 Q4	$43.7M	Buy	1,059,408 +212,541	+25%	+$8.95M	5.42%	6
2024 Q3	$36.6M	Buy	846,867 +170,894	+25%	+$7.28M	5.85%	5
2024 Q2	$28.1M	Buy	675,973 +109,848	+19%	+$4.55M	6.57%	5
2024 Q1	$23.7M	Buy	566,125 +33,563	+6%	+$1.41M	7.04%	4
2023 Q4	$22.6M	Buy	532,562 +142,232	+36%	+$5.82M	8.48%	3
2023 Q3	$15.8M	Buy	390,330 +59,559	+18%	+$2.46M	8.34%	4
2023 Q2	$13.8M	Buy	330,771 +79,619	+32%	+$3.36M	8.22%	4
2023 Q1	$10.7M	Buy	+251,152	New	+$10.6M	7.61%	4

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

Root Financial Partners's DFCF Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2026, buying an estimated $24.8M and bringing the position to 3,833,356 shares worth $162M. The position accounts for 6.29% of the portfolio, ranked #6.

Root Financial Partners first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Root Financial Partners held 3,833,356 shares of Dimensional Core Fixed Income ETF worth $162M as of Q2 2026.
Root Financial Partners bought 585,671 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $24.8M.
Dimensional Core Fixed Income ETF made up 6.29% of Root Financial Partners's portfolio in Q2 2026, its #6 holding.
Root Financial Partners first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.