Aptus Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Aptus Capital 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 Q1	$4.84M	Buy	114,751 +543	+0.5%	+$23.2K	0.04%	345
2025 Q4	$4.86M	Buy	114,208 +1,428	+1%	+$61.2K	0.03%	322
2025 Q3	$4.82M	Buy	112,780 +33,388	+42%	+$1.42M	0.04%	323
2025 Q2	$3.36M	Buy	79,392 +4,452	+6%	+$186K	0.03%	349
2025 Q1	$3.15M	Buy	74,940 +1,394	+2%	+$58.1K	0.03%	335
2024 Q4	$3.04M	Buy	73,546 +36,578	+99%	+$1.54M	0.03%	338
2024 Q3	$1.6M	Buy	+36,968	New	+$1.58M	0.02%	339
2024 Q2	–	Sell	-519	Closed	-$21.8K	–	1179
2024 Q1	$21.8K	Buy	+519	New	+$21.8K	﹤0.01%	960

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

Aptus Capital Advisors's DFCF Position: Q1 2026 in Review

Aptus Capital Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.48% in Q1 2026, buying an estimated $23.2K and bringing the position to 114,751 shares worth $4.84M. The position accounts for 0.04% of the portfolio, ranked #345.

Aptus Capital Advisors first reported a position in DFCF in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Aptus Capital Advisors held 114,751 shares of Dimensional Core Fixed Income ETF worth $4.84M as of Q1 2026.
Aptus Capital Advisors bought 543 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $23.2K.
Dimensional Core Fixed Income ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #345 holding.
Aptus Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $4.86M in Q4 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.