AA Financial Advisors
DFCF icon

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

AA Financial Advisors’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
Q3 		$14.8M Buy
369,584
+158,293
+75% +$6.56M 1.76% 12
2026
Q2 		$8.92M Buy
211,291
+5,287
+3% +$223K 1.07% 24
2026
Q1 		$8.7M Buy
+206,004
New +$8.79M 1.23% 22

Other funds holding DFCF

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

AA Financial Advisors's DFCF Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 75% in Q3 2026, buying an estimated $6.56M and bringing the position to 369,584 shares worth $14.8M. The position accounts for 1.76% of the portfolio, ranked #12.

AA Financial Advisors first reported a position in DFCF in Q1 2026 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • AA Financial Advisors held 369,584 shares of Dimensional Core Fixed Income ETF worth $14.8M as of Q3 2026.
  • AA Financial Advisors bought 158,293 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $6.56M.
  • Dimensional Core Fixed Income ETF made up 1.76% of AA Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • AA Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.