Continuum Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Continuum Wealth 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 Q1	–	Sell	-526,635	Closed	-$22.4M	–	74
2025 Q4	$22.4M	Buy	526,635 +34,728	+7%	+$1.49M	8.66%	5
2025 Q3	$21M	Buy	491,907 +132,504	+37%	+$5.62M	8.97%	4
2025 Q2	$15.2M	Buy	359,403 +15,167	+4%	+$633K	7.29%	5
2025 Q1	$14.5M	Buy	344,236 +41,597	+14%	+$1.73M	7.42%	4
2024 Q4	$12.5M	Buy	302,639 +18,291	+6%	+$770K	6.32%	5
2024 Q3	$12.3M	Buy	284,348 +98,396	+53%	+$4.19M	6.59%	5
2024 Q2	$7.72M	Buy	+185,952	New	+$7.7M	4.06%	7

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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 $1.73B AUM 9.28% 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 $21.5B AUM 23.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

AIM

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

Continuum Wealth Advisors's DFCF Position: Q1 2026 in Review

Continuum Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 526,635 shares — an estimated $22.4M sold.

Continuum Wealth Advisors first reported a position in DFCF in Q2 2024 and held it in 7 quarters. The position peaked at $22.4M in Q4 2025. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Continuum Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Continuum Wealth Advisors sold 526,635 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $22.4M.
Continuum Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and held it in 7 quarters.
Continuum Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $22.4M in Q4 2025.
484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.