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

NewEdge 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	$2.7M	Sell	63,966 -1,399	-2%	-$59.1K	0.01%	1061
2026 Q1	$2.76M	Buy	65,365 +12,113	+23%	+$517K	0.01%	942
2025 Q4	$2.27M	Sell	53,252 -658	-1%	-$28.2K	0.01%	1009
2025 Q3	$2.31M	Sell	53,910 -5,611	-9%	-$238K	0.01%	942
2025 Q2	$2.52M	Sell	59,521 -8,149	-12%	-$340K	0.01%	822
2025 Q1	$2.85M	Sell	67,670 -107,119	-61%	-$4.46M	0.02%	711
2024 Q4	$7.21M	Buy	174,789 +8,573	+5%	+$361K	0.04%	390
2024 Q3	$7.18M	Buy	166,216 +13,427	+9%	+$572K	0.05%	365
2024 Q2	$6.35M	Sell	152,789 -66,577	-30%	-$2.76M	0.05%	374
2024 Q1	$9.2M	Buy	219,366 +91,040	+71%	+$3.82M	0.08%	246
2023 Q4	$5.39M	Sell	128,326 -31,756	-20%	-$1.3M	0.05%	339
2023 Q3	$6.46M	Buy	160,082 +29,434	+23%	+$1.21M	0.07%	268
2023 Q2	$5.45M	Buy	130,648 +85,218	+188%	+$3.6M	0.06%	303
2023 Q1	$1.93M	Buy	45,430 +23,843	+110%	+$1.01M	0.02%	551
2022 Q4	$896K	Buy	+21,587	New	+$893K	0.02%	542

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

NewEdge Advisors's DFCF Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 2.1% in Q2 2026, selling an estimated $59.1K and leaving 63,966 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1061.

NewEdge Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.2M in Q1 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

NewEdge Advisors held 63,966 shares of Dimensional Core Fixed Income ETF worth $2.7M as of Q2 2026.
NewEdge Advisors sold 1,399 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $59.1K.
Dimensional Core Fixed Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1061 holding.
NewEdge Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Dimensional Core Fixed Income ETF position peaked at $9.2M in Q1 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.