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 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

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

Ariadne Wealth Management's DFCF Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.7% in Q1 2026, selling an estimated $14.2K and leaving 19,519 shares worth $824K. The position accounts for 0.37% of the portfolio, ranked #62.

Ariadne Wealth Management first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Ariadne Wealth Management held 19,519 shares of Dimensional Core Fixed Income ETF worth $824K as of Q1 2026.
Ariadne Wealth Management sold 332 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $14.2K.
Dimensional Core Fixed Income ETF made up 0.37% of Ariadne Wealth Management's portfolio in Q1 2026, its #62 holding.
Ariadne Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.35M in Q4 2024.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.