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Evanson Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Evanson Asset Management’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 		$2.21M Buy
52,309
+13,880
+36% +$592K 0.12% 87
2025
Q4 		$1.64M Buy
38,429
+1,035
+3% +$44.3K 0.09% 102
2025
Q3 		$1.6M Buy
37,394
+227
+0.6% +$9.63K 0.09% 104
2025
Q2 		$1.57M Buy
37,167
+155
+0.4% +$6.46K 0.1% 107
2025
Q1 		$1.56M Buy
37,012
+93
+0.3% +$3.88K 0.11% 93
2024
Q4 		$1.52M Buy
36,919
+1,791
+5% +$75.4K 0.1% 94
2024
Q3 		$1.52M Buy
35,128
+136
+0.4% +$5.8K 0.11% 89
2024
Q2 		$1.45M Buy
34,992
+128
+0.4% +$5.3K 0.11% 91
2024
Q1 		$1.46M Buy
+34,864
New +$1.46M 0.11% 89

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
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 $10.6B AUM 34.1% 1-Year Est. Return
AC
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
SC
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

Evanson Asset Management's DFCF Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 36% in Q1 2026, buying an estimated $592K and bringing the position to 52,309 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #87.

Evanson Asset Management first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Evanson Asset Management held 52,309 shares of Dimensional Core Fixed Income ETF worth $2.21M as of Q1 2026.
  • Evanson Asset Management bought 13,880 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $592K.
  • Dimensional Core Fixed Income ETF made up 0.12% of Evanson Asset Management's portfolio in Q1 2026, its #87 holding.
  • Evanson Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.