Ariadne Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Ariadne Wealth 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 Q3	$1.31M	Buy	32,648 +13,156	+67%	+$545K	0.57%	35
2026 Q2	$823K	Sell	19,492 -27	-0.1%	-$1.14K	0.36%	69
2026 Q1	$824K	Sell	19,519 -332	-2%	-$14.2K	0.37%	62
2025 Q4	$853K	Sell	19,851 -122	-0.6%	-$5.23K	0.35%	65
2025 Q3	$855K	Buy	19,973 +1,495	+8%	+$63.4K	0.38%	59
2025 Q2	$786K	Sell	18,478 -13,263	-42%	-$553K	0.38%	55
2025 Q1	$1.32M	Sell	31,741 -615	-2%	-$25.6K	0.69%	37
2024 Q4	$1.35M	Buy	32,356 +13,870	+75%	+$584K	0.62%	36
2024 Q3	$779K	Sell	18,486 -2,433	-12%	-$104K	0.42%	46
2024 Q2	$869K	Buy	+20,919	New	+$867K	0.67%	36

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Ariadne Wealth Management's DFCF Position: Q3 2026 in Review

Ariadne Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 67% in Q3 2026, buying an estimated $545K and bringing the position to 32,648 shares worth $1.31M. The position accounts for 0.57% of the portfolio, ranked #35.

Ariadne Wealth Management first reported a position in DFCF in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2024. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Ariadne Wealth Management held 32,648 shares of Dimensional Core Fixed Income ETF worth $1.31M as of Q3 2026.
Ariadne Wealth Management bought 13,156 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $545K.
Dimensional Core Fixed Income ETF made up 0.57% of Ariadne Wealth Management's portfolio in Q3 2026, its #35 holding.
Ariadne Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Ariadne Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.35M in Q4 2024.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.