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

Allworth 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 Q1	$138M	Buy	3,257,427 +1,378,118	+73%	+$58.8M	0.56%	27
2025 Q4	$80M	Buy	1,879,309 +321,643	+21%	+$13.8M	0.33%	45
2025 Q3	$66.6M	Buy	1,557,666 +233,625	+18%	+$9.91M	0.29%	46
2025 Q2	$56M	Sell	1,324,041 -11,932	-0.9%	-$498K	0.27%	53
2025 Q1	$55.6M	Sell	1,335,973 -51,244	-4%	-$2.14M	0.31%	42
2024 Q4	$57.3M	Buy	1,387,217 +90,120	+7%	+$3.79M	0.32%	42
2024 Q3	$56M	Buy	1,297,097 +27,158	+2%	+$1.16M	0.34%	33
2024 Q2	$53.2M	Sell	1,269,939 -16,783	-1%	-$695K	0.34%	35
2024 Q1	$54M	Sell	1,286,722 -10,757	-0.8%	-$452K	0.38%	32
2023 Q4	$55M	Buy	1,297,479 +183,103	+16%	+$7.49M	0.42%	28
2023 Q3	$45M	Buy	1,114,376 +110,201	+11%	+$4.54M	0.39%	32
2023 Q2	$41.9M	Sell	1,004,175 -57,432	-5%	-$2.42M	0.36%	34
2023 Q1	$45.1M	Buy	1,061,607 +51,222	+5%	+$2.17M	0.45%	34
2022 Q4	$42M	Buy	1,010,385 +136,702	+16%	+$5.65M	0.46%	33
2022 Q3	$35.8M	Buy	873,683 +324,137	+59%	+$14.1M	0.45%	30
2022 Q2	$24M	Buy	549,546 +168,585	+44%	+$7.47M	0.33%	46
2022 Q1	$17.7M	Buy	380,961 +264,466	+227%	+$12.7M	0.23%	65
2021 Q4	$5.84M	Buy	+116,495	New	+$5.85M	0.08%	111

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

Allworth Financial's DFCF Position: Q1 2026 in Review

Allworth Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 73% in Q1 2026, buying an estimated $58.8M and bringing the position to 3,257,427 shares worth $138M. The position accounts for 0.56% of the portfolio, ranked #27.

Allworth Financial first reported a position in DFCF in Q4 2021 and has held it in 18 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Allworth Financial held 3,257,427 shares of Dimensional Core Fixed Income ETF worth $138M as of Q1 2026.
Allworth Financial bought 1,378,118 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $58.8M.
Dimensional Core Fixed Income ETF made up 0.56% of Allworth Financial's portfolio in Q1 2026, its #27 holding.
Allworth Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.