Samalin Investment Counsel’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Samalin Investment Counsel’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	$1.35M	Buy	32,012 +322	+1%	+$13.6K	0.42%	63
2026 Q1	$1.34M	Buy	31,690 +739	+2%	+$31.5K	0.47%	54
2025 Q4	$1.32M	Buy	30,951 +380	+1%	+$16.3K	0.47%	51
2025 Q3	$1.31M	Buy	30,571 +1,516	+5%	+$64.3K	0.45%	51
2025 Q2	$1.23M	Sell	29,055 -5,947	-17%	-$248K	0.47%	50
2025 Q1	$1.47M	Sell	35,002 -473	-1%	-$19.7K	0.6%	35
2024 Q4	$1.46M	Buy	35,475 +387	+1%	+$16.3K	0.63%	34
2024 Q3	$1.52M	Buy	35,088 +562	+2%	+$24K	0.66%	36
2024 Q2	$1.43M	Buy	34,526 +519	+2%	+$21.5K	0.67%	32
2024 Q1	$1.43M	Sell	34,007 -8,139	-19%	-$342K	0.68%	33
2023 Q4	$1.79M	Sell	42,146 -1,128	-3%	-$46.1K	0.9%	22
2023 Q3	$1.75M	Buy	43,274 +19,136	+79%	+$789K	1%	22
2023 Q2	$1.01M	Sell	24,138 -72	-0.3%	-$3.04K	0.54%	42
2023 Q1	$1.03M	Buy	24,210 +2,071	+9%	+$87.6K	0.62%	42
2022 Q4	$919K	Buy	+22,139	New	+$916K	0.58%	49

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

Samalin Investment Counsel's DFCF Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1% in Q2 2026, buying an estimated $13.6K and bringing the position to 32,012 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #63.

Samalin Investment Counsel first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2023. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Samalin Investment Counsel held 32,012 shares of Dimensional Core Fixed Income ETF worth $1.35M as of Q2 2026.
Samalin Investment Counsel bought 322 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $13.6K.
Dimensional Core Fixed Income ETF made up 0.42% of Samalin Investment Counsel's portfolio in Q2 2026, its #63 holding.
Samalin Investment Counsel first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Samalin Investment Counsel's Dimensional Core Fixed Income ETF position peaked at $1.79M in Q4 2023.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.