EWA
DFCF icon

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

Exencial 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 		$734K Buy
17,383
+43
+0.2% +$1.83K 0.02% 336
2025
Q4 		$738K Buy
17,340
+898
+5% +$38.5K 0.02% 336
2025
Q3 		$703K Buy
16,442
+1,333
+9% +$56.5K 0.02% 329
2025
Q2 		$639K Buy
15,109
+320
+2% +$13.3K 0.02% 340
2025
Q1 		$622K Buy
14,789
+6,832
+86% +$285K 0.02% 341
2024
Q4 		$328K Buy
+7,957
New +$335K 0.01% 419

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
AC
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
SC
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

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

Exencial Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.25% in Q1 2026, buying an estimated $1.83K and bringing the position to 17,383 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #336.

Exencial Wealth Advisors first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $738K in Q4 2025. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Exencial Wealth Advisors held 17,383 shares of Dimensional Core Fixed Income ETF worth $734K as of Q1 2026.
  • Exencial Wealth Advisors bought 43 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.83K.
  • Dimensional Core Fixed Income ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #336 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Exencial Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $738K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.