Avantax Advisory Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Avantax Advisory Services’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
2025 Q2	$320K	Buy	7,563 +1,134	+18%	+$47.3K	﹤0.01%	1854
2025 Q1	$270K	Sell	6,429 -597	-8%	-$24.9K	﹤0.01%	1906
2024 Q4	$290K	Sell	7,026 -200	-3%	-$8.42K	﹤0.01%	1800
2024 Q3	$312K	Buy	+7,226	New	+$308K	﹤0.01%	1720

Other funds holding DFCF

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

FMI

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GWWM

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

HWM

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Avantax Advisory Services's DFCF Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2025, buying an estimated $47.3K and bringing the position to 7,563 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Avantax Advisory Services first reported a position in DFCF in Q3 2024 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

Avantax Advisory Services held 7,563 shares of Dimensional Core Fixed Income ETF worth $320K as of Q2 2025.
Avantax Advisory Services bought 1,134 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $47.3K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1854 holding.
Avantax Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 4 quarters since.
399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.