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HBK Sorce Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

HBK Sorce Advisory’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 		$42.2M Sell
993,619
-12,089
-1% -$516K 0.84% 13
2025
Q4 		$43M Sell
1,005,708
-35,535
-3% -$1.52M 0.99% 10
2025
Q3 		$44.9M Sell
1,041,243
-27,330
-3% -$1.16M 1.13% 11
2025
Q2 		$45.2M Sell
1,068,573
-38,660
-3% -$1.61M 1.22% 9
2025
Q1 		$46.6M Sell
1,107,233
-66,472
-6% -$2.77M 1.37% 9
2024
Q4 		$48.4M Sell
1,173,705
-152,202
-11% -$6.41M 1.46% 9
2024
Q3 		$57.3M Sell
1,325,907
-6,332,872
-83% -$270M 1.74% 8
2024
Q2 		$318M Buy
7,658,779
+705,436
+10% +$29.2M 11.11% 3
2024
Q1 		$292M Buy
6,953,343
+303,687
+5% +$12.7M 10.3% 3
2023
Q4 		$282M Buy
6,649,656
+229,639
+4% +$9.39M 10.88% 3
2023
Q3 		$259M Buy
6,420,017
+101,583
+2% +$4.19M 11.41% 3
2023
Q2 		$264M Buy
6,318,434
+1,243,333
+24% +$52.5M 11.15% 3
2023
Q1 		$216M Buy
+5,075,101
New +$215M 9.79% 3

Other funds holding DFCF

TI
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
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
AC
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
SC
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

HBK Sorce Advisory's DFCF Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q1 2026, selling an estimated $516K and leaving 993,619 shares worth $42.2M. The position accounts for 0.84% of the portfolio, ranked #13.

HBK Sorce Advisory first reported a position in DFCF in Q1 2023 and has held it in 13 quarters since. The position peaked at $318M in Q2 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • HBK Sorce Advisory held 993,619 shares of Dimensional Core Fixed Income ETF worth $42.2M as of Q1 2026.
  • HBK Sorce Advisory sold 12,089 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $516K.
  • Dimensional Core Fixed Income ETF made up 0.84% of HBK Sorce Advisory's portfolio in Q1 2026, its #13 holding.
  • HBK Sorce Advisory first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • HBK Sorce Advisory's Dimensional Core Fixed Income ETF position peaked at $318M in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.