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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Samalin Investment Counsel's DFCF Position: Q1 2026 in Review

Samalin Investment Counsel increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.4% in Q1 2026, buying an estimated $31.5K and bringing the position to 31,690 shares worth $1.34M. The position accounts for 0.47% of the portfolio, ranked #54.

Samalin Investment Counsel first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Samalin Investment Counsel held 31,690 shares of Dimensional Core Fixed Income ETF worth $1.34M as of Q1 2026.
  • Samalin Investment Counsel bought 739 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $31.5K.
  • Dimensional Core Fixed Income ETF made up 0.47% of Samalin Investment Counsel's portfolio in Q1 2026, its #54 holding.
  • Samalin Investment Counsel first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Samalin Investment Counsel's Dimensional Core Fixed Income ETF position peaked at $1.79M in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.