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

Advisornet 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 Q3	$6.45M	Buy	159,650 +11,490	+8%	+$476K	0.29%	74
2026 Q2	$6.25M	Buy	148,160 +7,717	+5%	+$326K	0.29%	77
2026 Q1	$5.93M	Buy	140,443 +6,585	+5%	+$281K	0.31%	75
2025 Q4	$5.7M	Buy	133,858 +22,099	+20%	+$947K	0.3%	71
2025 Q3	$4.78M	Buy	111,759 +5,188	+5%	+$220K	0.27%	69
2025 Q2	$4.5M	Buy	106,571 +8,248	+8%	+$344K	0.29%	68
2025 Q1	$4.14M	Buy	98,323 +30,075	+44%	+$1.25M	0.31%	69
2024 Q4	$2.82M	Buy	68,248 +22,656	+50%	+$954K	0.24%	95
2024 Q3	$1.97M	Buy	45,592 +7,591	+20%	+$324K	0.15%	153
2024 Q2	$1.58M	Buy	38,001 +6,336	+20%	+$263K	0.14%	155
2024 Q1	$1.33M	Buy	31,665 +16,895	+114%	+$709K	0.13%	173
2023 Q4	$626K	Buy	14,770 +6,975	+89%	+$285K	0.06%	282
2023 Q3	$315K	Buy	7,795 +2,329	+43%	+$96K	0.03%	377
2023 Q2	$228K	Buy	5,466 +5,374	+5,841%	+$227K	0.02%	455
2023 Q1	$3.91K	Hold	92	–	–	﹤0.01%	1554
2022 Q4	$3.82K	Hold	92	–	–	﹤0.01%	1527
2022 Q3	$4K	Buy	+92	New	+$3.99K	﹤0.01%	1542
2022 Q2	–	Sell	-414,388	Closed	-$19.2M	–	1925
2022 Q1	$19.2M	Buy	414,388 +299,851	+262%	+$14.4M	1.2%	11
2021 Q4	$5.74M	Buy	+114,537	New	+$5.75M	0.35%	64

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Advisornet Financial's DFCF Position: Q3 2026 in Review

Advisornet Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q3 2026, buying an estimated $476K and bringing the position to 159,650 shares worth $6.45M. The position accounts for 0.29% of the portfolio, ranked #74.

Advisornet Financial first reported a position in DFCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.2M in Q1 2022. 465 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Advisornet Financial held 159,650 shares of Dimensional Core Fixed Income ETF worth $6.45M as of Q3 2026.
Advisornet Financial bought 11,490 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $476K.
Dimensional Core Fixed Income ETF made up 0.29% of Advisornet Financial's portfolio in Q3 2026, its #74 holding.
Advisornet Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
Advisornet Financial's Dimensional Core Fixed Income ETF position peaked at $19.2M in Q1 2022.
465 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.