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

Security Financial Services’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	–	Sell	-5,078	Closed	-$214K	–	209
2026 Q1	$214K	Buy	+5,078	New	+$217K	0.03%	192
2024 Q3	–	Sell	-6,178	Closed	-$257K	–	165
2024 Q2	$257K	Buy	6,178 +668	+12%	+$27.7K	0.06%	140
2024 Q1	$231K	Buy	5,510 +761	+16%	+$31.9K	0.05%	169
2023 Q4	$201K	Buy	+4,749	New	+$194K	0.05%	164

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

Security Financial Services's DFCF Position: Q2 2026 in Review

Security Financial Services sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 5,078 shares — an estimated $214K sold.

Security Financial Services first reported a position in DFCF in Q4 2023 and held it in 4 quarters. The position peaked at $257K in Q2 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Security Financial Services reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Security Financial Services sold 5,078 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $214K.
Security Financial Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 4 quarters.
Security Financial Services's Dimensional Core Fixed Income ETF position peaked at $257K in Q2 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.