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Advyzon Investment Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Advyzon Investment 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 		$326K Buy
7,733
+1,902
+33% +$81.2K 0.03% 501
2025
Q4 		$248K Buy
5,831
+642
+12% +$27.5K 0.03% 494
2025
Q3 		$222K Buy
+5,189
New +$220K 0.04% 413

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PHWA
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FMI
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AC
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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
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SC
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

Advyzon Investment Management's DFCF Position: Q1 2026 in Review

Advyzon Investment Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 33% in Q1 2026, buying an estimated $81.2K and bringing the position to 7,733 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #501.

Advyzon Investment Management first reported a position in DFCF in Q3 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Advyzon Investment Management held 7,733 shares of Dimensional Core Fixed Income ETF worth $326K as of Q1 2026.
  • Advyzon Investment Management bought 1,902 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $81.2K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #501 holding.
  • Advyzon Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.