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 Q2	$363K	Buy	8,592 +859	+11%	+$36.3K	0.03%	564
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

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Advyzon Investment Management's DFCF Position: Q2 2026 in Review

Advyzon Investment Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q2 2026, buying an estimated $36.3K and bringing the position to 8,592 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #564.

Advyzon Investment Management first reported a position in DFCF in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Advyzon Investment Management held 8,592 shares of Dimensional Core Fixed Income ETF worth $363K as of Q2 2026.
Advyzon Investment Management bought 859 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $36.3K.
Dimensional Core Fixed Income ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #564 holding.
Advyzon Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.