Axis Wealth Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Axis Wealth Partners’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	$1.39M	Buy	32,834 +3,960	+14%	+$169K	0.74%	39
2025 Q4	$1.23M	Buy	28,874 +1,485	+5%	+$63.6K	0.68%	43
2025 Q3	$1.17M	Buy	27,389 +4,355	+19%	+$185K	0.69%	44
2025 Q2	$973K	Buy	23,034 +16,101	+232%	+$671K	0.64%	52
2025 Q1	$292K	Buy	6,933 +1,053	+18%	+$43.9K	0.22%	113
2024 Q4	$243K	Buy	+5,880	New	+$248K	0.2%	123

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

Axis Wealth Partners's DFCF Position: Q1 2026 in Review

Axis Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q1 2026, buying an estimated $169K and bringing the position to 32,834 shares worth $1.39M. The position accounts for 0.74% of the portfolio, ranked #39.

Axis Wealth Partners first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Axis Wealth Partners held 32,834 shares of Dimensional Core Fixed Income ETF worth $1.39M as of Q1 2026.
Axis Wealth Partners bought 3,960 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $169K.
Dimensional Core Fixed Income ETF made up 0.74% of Axis Wealth Partners's portfolio in Q1 2026, its #39 holding.
Axis Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.