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 Q2	$2.54M	Sell	60,130 -43,686	-42%	-$1.85M	0.09%	189
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 $4.79B AUM 16.42% 1-Year Est. Return

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

FMI

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

AIM

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

BPA

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

EverSource Wealth Advisors's DFCF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 42% in Q2 2026, selling an estimated $1.85M and leaving 60,130 shares worth $2.54M. The position accounts for 0.09% of the portfolio, ranked #189.

EverSource Wealth Advisors first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.12M in Q3 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

EverSource Wealth Advisors held 60,130 shares of Dimensional Core Fixed Income ETF worth $2.54M as of Q2 2026.
EverSource Wealth Advisors sold 43,686 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.85M.
Dimensional Core Fixed Income ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #189 holding.
EverSource Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $6.12M in Q3 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.