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

OneDigital Investment 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	$147M	Buy	3,476,475 +138,609	+4%	+$5.86M	1.24%	14
2026 Q1	$141M	Buy	3,337,866 +108,282	+3%	+$4.62M	1.38%	15
2025 Q4	$137M	Buy	3,229,584 +337,311	+12%	+$14.4M	1.35%	16
2025 Q3	$124M	Buy	2,892,273 +179,755	+7%	+$7.62M	1.27%	19
2025 Q2	$115M	Buy	2,712,518 +25,898	+1%	+$1.08M	1.27%	18
2025 Q1	$113M	Buy	2,686,620 +52,603	+2%	+$2.19M	1.34%	15
2024 Q4	$109M	Buy	2,634,017 +204,892	+8%	+$8.63M	1.26%	15
2024 Q3	$105M	Buy	2,429,125 +122,392	+5%	+$5.22M	1.2%	16
2024 Q2	$95.8M	Buy	2,306,733 +430,005	+23%	+$17.8M	1.2%	14
2024 Q1	$78.7M	Buy	1,876,728 +501,419	+36%	+$21.1M	1.24%	12
2023 Q4	$58.3M	Buy	1,375,309 +1,284,475	+1,414%	+$52.5M	1.02%	19
2023 Q3	$3.67M	Buy	90,834 +54,924	+153%	+$2.26M	0.08%	185
2023 Q2	$1.5M	Buy	+35,910	New	+$1.52M	0.03%	335

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

OneDigital Investment Advisors's DFCF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.2% in Q2 2026, buying an estimated $5.86M and bringing the position to 3,476,475 shares worth $147M. The position accounts for 1.24% of the portfolio, ranked #14.

OneDigital Investment Advisors first reported a position in DFCF in Q2 2023 and has held it in 13 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

OneDigital Investment Advisors held 3,476,475 shares of Dimensional Core Fixed Income ETF worth $147M as of Q2 2026.
OneDigital Investment Advisors bought 138,609 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.86M.
Dimensional Core Fixed Income ETF made up 1.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #14 holding.
OneDigital Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.