Guardian Wealth Advisors (North Carolina)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.84M	Buy	114,695 +430	+0.4%	+$18.3K	0.3%	54
2025 Q4	$4.86M	Buy	114,265 +1,485	+1%	+$63.6K	0.3%	53
2025 Q3	$4.82M	Buy	112,780 +33,389	+42%	+$1.42M	0.31%	51
2025 Q2	$3.36M	Buy	79,391 +4,961	+7%	+$207K	0.24%	65
2025 Q1	$3.13M	Buy	74,430 +899	+1%	+$37.5K	0.25%	62
2024 Q4	$3.03M	Buy	+73,531	New	+$3.1M	0.24%	60

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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 $8.89B AUM 25.87% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s DFCF Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.38% in Q1 2026, buying an estimated $18.3K and bringing the position to 114,695 shares worth $4.84M. The position accounts for 0.3% of the portfolio, ranked #54.

Guardian Wealth Advisors (North Carolina) first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.86M in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 114,695 shares of Dimensional Core Fixed Income ETF worth $4.84M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 430 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $18.3K.
Dimensional Core Fixed Income ETF made up 0.3% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #54 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s Dimensional Core Fixed Income ETF position peaked at $4.86M in Q4 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.