C1AG
DFCF icon

Client 1st Advisory Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Client 1st Advisory Group’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 		$15.2M Buy
360,171
+10,415
+3% +$440K 3.96% 3
2026
Q1 		$14.8M Buy
349,756
+962
+0.3% +$41K 4.49% 3
2025
Q4 		$14.8M Buy
348,794
+1,623
+0.5% +$69.5K 4.64% 3
2025
Q3 		$14.8M Buy
347,171
+7,749
+2% +$329K 4.91% 3
2025
Q2 		$14.3M Sell
339,422
-2,204
-0.6% -$91.9K 5.2% 3
2025
Q1 		$14.4M Sell
341,626
-12,542
-4% -$523K 5.59% 3
2024
Q4 		$14.6M Buy
354,168
+14,061
+4% +$592K 5.62% 3
2024
Q3 		$14.7M Sell
340,107
-2,232
-0.7% -$95.1K 5.84% 4
2024
Q2 		$14.2M Buy
342,339
+35,003
+11% +$1.45M 6.12% 3
2024
Q1 		$12.9M Buy
307,336
+24,274
+9% +$1.02M 5.79% 5
2023
Q4 		$12M Buy
283,062
+97,905
+53% +$4M 5.83% 5
2023
Q3 		$7.47M Buy
185,157
+109,565
+145% +$4.52M 3.95% 6
2023
Q2 		$3.15M Buy
+75,592
New +$3.19M 1.66% 13

Other funds holding DFCF

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Client 1st Advisory Group's DFCF Position: Q2 2026 in Review

Client 1st Advisory Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3% in Q2 2026, buying an estimated $440K and bringing the position to 360,171 shares worth $15.2M. The position accounts for 3.96% of the portfolio, ranked #3.

Client 1st Advisory Group first reported a position in DFCF in Q2 2023 and has held it in 13 quarters since. 119 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Client 1st Advisory Group held 360,171 shares of Dimensional Core Fixed Income ETF worth $15.2M as of Q2 2026.
  • Client 1st Advisory Group bought 10,415 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $440K.
  • Dimensional Core Fixed Income ETF made up 3.96% of Client 1st Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Client 1st Advisory Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.