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Prudent Investor Advisors, LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Prudent Investor Advisors, LLC’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
Q3 		$10.3M Buy
+255,810
New +$10.6M 8.04% 4

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Apella Capital
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Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFCF Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q3 2026: 255,810 shares worth $10.3M. The stake represents 8.04% of the portfolio and ranks #4 among its holdings.

168 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Prudent Investor Advisors, LLC held 255,810 shares of Dimensional Core Fixed Income ETF worth $10.3M as of Q3 2026.
  • Dimensional Core Fixed Income ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Dimensional Core Fixed Income ETF made up 8.04% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #4 holding.
  • 168 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.