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%	+$9.6K	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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 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. 484 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.
484 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.