Arax Advisory Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Arax Advisory Partners’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	$6.13M	Sell	145,227 -254,202	-64%	-$10.8M	0.17%	117
2025 Q4	$17M	Buy	+399,429	New	+$17.1M	0.49%	54
2025 Q3	–	Sell	-108,604	Closed	-$4.59M	–	3736
2025 Q2	$4.59M	Sell	108,604 -737	-0.7%	-$30.7K	0.21%	88
2025 Q1	$4.6M	Sell	109,341 -605,547	-85%	-$25.2M	0.3%	63
2024 Q4	$29.5M	Buy	714,888 +44,398	+7%	+$1.87M	1.86%	10
2024 Q3	$29M	Buy	670,490 +10,804	+2%	+$461K	2.59%	7
2024 Q2	$27.4M	Buy	659,686 +28,433	+5%	+$1.18M	2.67%	6
2024 Q1	$26.5M	Buy	631,253 +26,818	+4%	+$1.13M	2.79%	7
2023 Q4	$25.6M	Buy	604,435 +19,323	+3%	+$790K	2.86%	7
2023 Q3	$23.6M	Buy	585,112 +62,905	+12%	+$2.59M	2.94%	7
2023 Q2	$21.8M	Buy	522,207 +15,697	+3%	+$663K	2.78%	11
2023 Q1	$21.5M	Buy	506,510 +20,322	+4%	+$859K	2.85%	9
2022 Q4	$20.2M	Buy	+486,188	New	+$20.1M	2.79%	12

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 $10.6B AUM 34.1% 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

Arax Advisory Partners's DFCF Position: Q1 2026 in Review

Arax Advisory Partners reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 64% in Q1 2026, selling an estimated $10.8M and leaving 145,227 shares worth $6.13M. The position accounts for 0.17% of the portfolio, ranked #117.

Arax Advisory Partners first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.5M in Q4 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Arax Advisory Partners held 145,227 shares of Dimensional Core Fixed Income ETF worth $6.13M as of Q1 2026.
Arax Advisory Partners sold 254,202 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $10.8M.
Dimensional Core Fixed Income ETF made up 0.17% of Arax Advisory Partners's portfolio in Q1 2026, its #117 holding.
Arax Advisory Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
Arax Advisory Partners's Dimensional Core Fixed Income ETF position peaked at $29.5M in Q4 2024.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.