AssuredPartners Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

AssuredPartners Investment 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 Q2	$7.42M	Buy	175,724 +3,190	+2%	+$135K	0.72%	33
2026 Q1	$7.29M	Sell	172,534 -2,057	-1%	-$87.8K	0.79%	28
2025 Q4	$7.43M	Buy	174,591 +12,079	+7%	+$517K	1.11%	20
2025 Q3	$6.95M	Buy	162,512 +10,759	+7%	+$456K	1.55%	18
2025 Q2	$6.41M	Buy	151,753 +1,342	+0.9%	+$56K	1.57%	17
2025 Q1	$6.33M	Buy	150,411 +901	+0.6%	+$37.5K	1.22%	15
2024 Q4	$6.17M	Buy	+149,510	New	+$6.29M	1.2%	15

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

AssuredPartners Investment Advisors's DFCF Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.8% in Q2 2026, buying an estimated $135K and bringing the position to 175,724 shares worth $7.42M. The position accounts for 0.72% of the portfolio, ranked #33.

AssuredPartners Investment Advisors first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.43M in Q4 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

AssuredPartners Investment Advisors held 175,724 shares of Dimensional Core Fixed Income ETF worth $7.42M as of Q2 2026.
AssuredPartners Investment Advisors bought 3,190 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $135K.
Dimensional Core Fixed Income ETF made up 0.72% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #33 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $7.43M in Q4 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.