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Strategic Investment Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Strategic Investment Solutions’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 		$5.4M Sell
128,058
-3,047
-2% -$129K 1.23% 18
2026
Q1 		$5.53M Sell
131,105
-3,185
-2% -$136K 1.34% 17
2025
Q4 		$5.72M Buy
134,290
+2,378
+2% +$102K 1.37% 17
2025
Q3 		$5.64M Sell
131,912
-10,144
-7% -$430K 1.49% 16
2025
Q2 		$6M Sell
142,056
-65,839
-32% -$2.75M 1.82% 13
2025
Q1 		$8.74M Buy
207,895
+50,495
+32% +$2.1M 2.54% 11
2024
Q4 		$6.54M Buy
157,400
+40,155
+34% +$1.69M 2.19% 13
2024
Q3 		$5.06M Buy
117,245
+14,811
+14% +$631K 1.52% 18
2024
Q2 		$4.33M Buy
+102,434
New +$4.24M 1.4% 18
2023
Q4 		$902K Sell
21,265
-826,765
-97% -$33.8M 0.16% 72
2023
Q3 		$35M Buy
848,030
+828,465
+4,234% +$34.2M 0.43% 43
2023
Q2 		$825K Sell
19,565
-28,712
-59% -$1.21M 0.17% 57
2023
Q1 		$2.05M Sell
48,277
-6,803
-12% -$288K 0.4% 46
2022
Q4 		$2.38M Buy
+55,080
New +$2.28M 1.17% 22

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

Strategic Investment Solutions's DFCF Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 2.3% in Q2 2026, selling an estimated $129K and leaving 128,058 shares worth $5.4M. The position accounts for 1.23% of the portfolio, ranked #18.

Strategic Investment Solutions first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. The position peaked at $35M in Q3 2023. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Strategic Investment Solutions held 128,058 shares of Dimensional Core Fixed Income ETF worth $5.4M as of Q2 2026.
  • Strategic Investment Solutions sold 3,047 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $129K.
  • Dimensional Core Fixed Income ETF made up 1.23% of Strategic Investment Solutions's portfolio in Q2 2026, its #18 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional Core Fixed Income ETF position peaked at $35M in Q3 2023.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.