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SC&H Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SC&H 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 		$10.6M Buy
251,315
+23,738
+10% +$1M 1.41% 17
2026
Q1 		$9.61M Buy
227,577
+29,856
+15% +$1.27M 1.45% 17
2025
Q4 		$8.42M Buy
197,721
+70,893
+56% +$3.04M 1.3% 17
2025
Q3 		$5.42M Buy
126,828
+18,177
+17% +$771K 0.88% 20
2025
Q2 		$4.59M Buy
108,651
+5,513
+5% +$230K 0.78% 21
2025
Q1 		$4.34M Buy
103,138
+11,238
+12% +$468K 0.85% 21
2024
Q4 		$3.79M Buy
91,900
+20,337
+28% +$856K 0.78% 23
2024
Q3 		$3.09M Buy
71,563
+18,583
+35% +$792K 0.68% 24
2024
Q2 		$2.2M Buy
52,980
+1,749
+3% +$72.5K 0.54% 31
2024
Q1 		$2.15M Buy
51,231
+5,784
+13% +$243K 0.56% 30
2023
Q4 		$1.93M Buy
45,447
+13,417
+42% +$549K 0.56% 31
2023
Q3 		$1.29M Buy
32,030
+7,558
+31% +$312K 0.43% 37
2023
Q2 		$1.02M Buy
24,472
+15,834
+183% +$668K 0.34% 55
2023
Q1 		$367K Sell
8,638
-6,284
-42% -$266K 0.13% 103
2022
Q4 		$620K Sell
14,922
-5,727
-28% -$237K 0.26% 76
2022
Q3 		$845K Buy
20,649
+5,680
+38% +$247K 0.42% 50
2022
Q2 		$653K Buy
+14,969
New +$664K 0.3% 67

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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

SC&H Financial Advisors's DFCF Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q2 2026, buying an estimated $1M and bringing the position to 251,315 shares worth $10.6M. The position accounts for 1.41% of the portfolio, ranked #17.

SC&H Financial Advisors first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • SC&H Financial Advisors held 251,315 shares of Dimensional Core Fixed Income ETF worth $10.6M as of Q2 2026.
  • SC&H Financial Advisors bought 23,738 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1M.
  • Dimensional Core Fixed Income ETF made up 1.41% of SC&H Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.