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

EverSource 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	$4.38M	Sell	103,816 -23,971	-19%	-$1.02M	0.13%	129
2025 Q4	$5.44M	Sell	127,787 -15,353	-11%	-$658K	0.2%	98
2025 Q3	$6.12M	Buy	143,140 +24,365	+21%	+$1.03M	0.24%	87
2025 Q2	$5.02M	Buy	118,775 +76,204	+179%	+$3.18M	0.23%	98
2025 Q1	$1.79M	Buy	42,571 +6,042	+17%	+$252K	0.1%	166
2024 Q4	$1.51M	Buy	36,529 +2,426	+7%	+$102K	0.08%	186
2024 Q3	$1.47M	Buy	34,103 +1,719	+5%	+$73.3K	0.09%	168
2024 Q2	$1.37M	Sell	32,384 -12,660	-28%	-$525K	0.09%	172
2024 Q1	$1.84M	Sell	45,044 -39,715	-47%	-$1.67M	0.14%	124
2023 Q4	$3.59M	Buy	84,759 +10,531	+14%	+$431K	0.33%	76
2023 Q3	$3M	Buy	74,228 +14,439	+24%	+$595K	0.32%	79
2023 Q2	$2.5M	Buy	59,789 +27,818	+87%	+$1.17M	0.28%	89
2023 Q1	$1.36M	Buy	31,971 +4,259	+15%	+$180K	0.17%	114
2022 Q4	$1.15M	Buy	27,712 +2,626	+10%	+$109K	0.17%	106
2022 Q3	$1.03M	Buy	25,086 +11,628	+86%	+$505K	0.24%	78
2022 Q2	$587K	Buy	+13,458	New	+$597K	0.15%	123

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

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

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

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

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return