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

Rossby Financial’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	$149K	Sell	3,528 -853	-19%	-$36.1K	0.03%	455
2026 Q1	$185K	Buy	4,381 +3,334	+318%	+$142K	0.04%	395
2025 Q4	$44.6K	Hold	1,047	–	–	0.01%	572
2025 Q3	$44.9K	Hold	1,047	–	–	0.01%	552
2025 Q2	$44.2K	Hold	1,047	–	–	0.02%	517
2025 Q1	$43.8K	Buy	+1,047	New	+$43.6K	0.02%	504

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

Rossby Financial's DFCF Position: Q2 2026 in Review

Rossby Financial reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 19% in Q2 2026, selling an estimated $36.1K and leaving 3,528 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #455.

Rossby Financial first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. The position peaked at $185K in Q1 2026. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Rossby Financial held 3,528 shares of Dimensional Core Fixed Income ETF worth $149K as of Q2 2026.
Rossby Financial sold 853 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $36.1K.
Dimensional Core Fixed Income ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #455 holding.
Rossby Financial first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's Dimensional Core Fixed Income ETF position peaked at $185K in Q1 2026.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.