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

Stifel 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	$3.92M	Sell	92,844 -9,719	-9%	-$411K	﹤0.01%	1569
2026 Q1	$4.33M	Buy	102,563 +1,327	+1%	+$56.6K	﹤0.01%	1428
2025 Q4	$4.31M	Buy	101,236 +9,905	+11%	+$424K	﹤0.01%	1418
2025 Q3	$3.91M	Sell	91,331 -13,905	-13%	-$590K	﹤0.01%	1429
2025 Q2	$4.45M	Buy	105,236 +394	+0.4%	+$16.4K	﹤0.01%	1315
2025 Q1	$4.41M	Buy	104,842 +12,018	+13%	+$501K	﹤0.01%	1257
2024 Q4	$3.83M	Buy	92,824 +424	+0.5%	+$17.9K	﹤0.01%	1353
2024 Q3	$3.99M	Sell	92,400 -30,000	-25%	-$1.28M	﹤0.01%	1330
2024 Q2	$5.08M	Hold	122,400	–	–	0.01%	1119
2024 Q1	$5.13M	Hold	122,400	–	–	0.01%	1123
2023 Q4	$5.19M	Buy	122,400 +4,400	+4%	+$180K	0.01%	1082
2023 Q3	$4.76M	Hold	118,000	–	–	0.01%	1051
2023 Q2	$4.92M	Sell	118,000 -45,800	-28%	-$1.93M	0.01%	1049
2023 Q1	$6.96M	Buy	163,800 +36,800	+29%	+$1.56M	0.01%	836
2022 Q4	$5.27M	Buy	127,000 +107,000	+535%	+$4.43M	0.01%	958
2022 Q3	$819K	Buy	+20,000	New	+$868K	﹤0.01%	2111

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Stifel Financial's DFCF Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 9.5% in Q2 2026, selling an estimated $411K and leaving 92,844 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Stifel Financial first reported a position in DFCF in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.96M in Q1 2023. 511 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Stifel Financial held 92,844 shares of Dimensional Core Fixed Income ETF worth $3.92M as of Q2 2026.
Stifel Financial sold 9,719 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $411K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1569 holding.
Stifel Financial first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
Stifel Financial's Dimensional Core Fixed Income ETF position peaked at $6.96M in Q1 2023.
511 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.