TAGStone Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

TAGStone Capital’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	$797K	Buy	18,886 +118	+0.6%	+$4.99K	0.25%	72
2026 Q1	$792K	Sell	18,768 -72	-0.4%	-$3.07K	0.28%	63
2025 Q4	$802K	Buy	18,840 +607	+3%	+$26K	0.3%	61
2025 Q3	$780K	Sell	18,233 -69	-0.4%	-$2.93K	0.31%	59
2025 Q2	$775K	Buy	18,302 +148	+0.8%	+$6.17K	0.32%	55
2025 Q1	$764K	Sell	18,154 -22,627	-55%	-$943K	0.38%	50
2024 Q4	$1.68M	Buy	40,781 +338	+0.8%	+$14.2K	0.83%	30
2024 Q3	$1.75M	Buy	40,443 +106	+0.3%	+$4.52K	0.89%	28
2024 Q2	$1.68M	Sell	40,337 -4,081	-9%	-$169K	0.95%	27
2024 Q1	$1.86M	Buy	44,418 +20,922	+89%	+$878K	1.09%	25
2023 Q4	$996K	Buy	+23,496	New	+$961K	0.65%	34

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

TAGStone Capital's DFCF Position: Q2 2026 in Review

TAGStone Capital increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.63% in Q2 2026, buying an estimated $4.99K and bringing the position to 18,886 shares worth $797K. The position accounts for 0.25% of the portfolio, ranked #72.

TAGStone Capital first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

TAGStone Capital held 18,886 shares of Dimensional Core Fixed Income ETF worth $797K as of Q2 2026.
TAGStone Capital bought 118 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $4.99K.
Dimensional Core Fixed Income ETF made up 0.25% of TAGStone Capital's portfolio in Q2 2026, its #72 holding.
TAGStone Capital first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
TAGStone Capital's Dimensional Core Fixed Income ETF position peaked at $1.86M in Q1 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.