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

TruNorth Capital Management’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 Q1	$26.8M	Buy	634,352 +25,852	+4%	+$1.1M	5.13%	5
2025 Q4	$25.9M	Buy	608,500 +64,558	+12%	+$2.77M	4.92%	6
2025 Q3	$23.3M	Buy	543,942 +37,481	+7%	+$1.59M	4.6%	6
2025 Q2	$21.4M	Buy	506,461 +35,218	+7%	+$1.47M	4.76%	6
2025 Q1	$19.8M	Buy	471,243 +34,156	+8%	+$1.42M	4.93%	5
2024 Q4	$18M	Buy	+437,087	New	+$18.4M	4.93%	5

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

TruNorth Capital Management's DFCF Position: Q1 2026 in Review

TruNorth Capital Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.2% in Q1 2026, buying an estimated $1.1M and bringing the position to 634,352 shares worth $26.8M. The position accounts for 5.13% of the portfolio, ranked #5.

TruNorth Capital Management first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

TruNorth Capital Management held 634,352 shares of Dimensional Core Fixed Income ETF worth $26.8M as of Q1 2026.
TruNorth Capital Management bought 25,852 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.1M.
Dimensional Core Fixed Income ETF made up 5.13% of TruNorth Capital Management's portfolio in Q1 2026, its #5 holding.
TruNorth Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on TruNorth Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.