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DFCF icon

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

Note 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 		$20.1M Buy
476,577
+35,010
+8% +$1.49M 10.06% 2
2025
Q4 		$18.8M Buy
441,567
+104,368
+31% +$4.47M 9.64% 2
2025
Q3 		$14.4M Buy
337,199
+62,900
+23% +$2.67M 8.57% 2
2025
Q2 		$11.6M Buy
274,299
+84,384
+44% +$3.52M 8.02% 3
2025
Q1 		$7.99M Buy
189,915
+35,764
+23% +$1.49M 6.6% 3
2024
Q4 		$6.36M Buy
+154,151
New +$6.49M 5.64% 5

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 $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 $1.62B 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

Note Advisors's DFCF Position: Q1 2026 in Review

Note Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.9% in Q1 2026, buying an estimated $1.49M and bringing the position to 476,577 shares worth $20.1M. The position accounts for 10.06% of the portfolio, ranked #2.

Note Advisors first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Note Advisors held 476,577 shares of Dimensional Core Fixed Income ETF worth $20.1M as of Q1 2026.
  • Note Advisors bought 35,010 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.49M.
  • Dimensional Core Fixed Income ETF made up 10.06% of Note Advisors's portfolio in Q1 2026, its #2 holding.
  • Note Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.