Arcadia Wealth Management (New York)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Arcadia Wealth Management (New York)’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	$5.55M	Buy	131,393 +15,628	+13%	+$667K	3%	7
2025 Q4	$4.93M	Buy	115,765 +15,332	+15%	+$657K	2.83%	7
2025 Q3	$4.29M	Buy	100,433 +8,180	+9%	+$347K	2.61%	7
2025 Q2	$3.9M	Buy	92,253 +4,771	+5%	+$199K	2.66%	7
2025 Q1	$3.68M	Buy	87,482 +12,556	+17%	+$523K	2.87%	6
2024 Q4	$3.09M	Buy	+74,926	New	+$3.15M	2.63%	7

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $1.73B AUM 9.28% 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

Arcadia Wealth Management (New York)'s DFCF Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q1 2026, buying an estimated $667K and bringing the position to 131,393 shares worth $5.55M. The position accounts for 3% of the portfolio, ranked #7.

Arcadia Wealth Management (New York) first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Arcadia Wealth Management (New York) held 131,393 shares of Dimensional Core Fixed Income ETF worth $5.55M as of Q1 2026.
Arcadia Wealth Management (New York) bought 15,628 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $667K.
Dimensional Core Fixed Income ETF made up 3% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #7 holding.
Arcadia Wealth Management (New York) first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
482 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.