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

Physician Wealth 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	$4.34M	Buy	102,761 +78,363	+321%	+$3.34M	0.6%	32
2025 Q4	$1.04M	Buy	24,398 +20,790	+576%	+$891K	0.14%	69
2025 Q3	$154K	Hold	3,608	–	–	0.02%	224
2025 Q2	$152K	Hold	3,608	–	–	0.02%	221
2025 Q1	$152K	Sell	3,608 -1,512	-30%	-$63K	0.03%	215
2024 Q4	$211K	Sell	5,120 -3,714	-42%	-$156K	0.04%	174
2024 Q3	$378K	Buy	8,834 +231	+3%	+$9.85K	0.07%	112
2024 Q2	$362K	Sell	8,603 -175	-2%	-$7.25K	0.07%	111
2024 Q1	$358K	Buy	8,778 +649	+8%	+$27.2K	0.08%	111
2023 Q4	$342K	Buy	8,129 +9	+0.1%	+$368	0.08%	110
2023 Q3	$328K	Buy	8,120 +277	+4%	+$11.4K	0.08%	101
2023 Q2	$327K	Hold	7,843	–	–	0.08%	101
2023 Q1	$331K	Buy	7,843 +1,473	+23%	+$62.3K	0.09%	100
2022 Q4	$273K	Buy	+6,370	New	+$263K	0.07%	119

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

Physician Wealth Advisors's DFCF Position: Q1 2026 in Review

Physician Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 321% in Q1 2026, buying an estimated $3.34M and bringing the position to 102,761 shares worth $4.34M. The position accounts for 0.6% of the portfolio, ranked #32.

Physician Wealth Advisors first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Physician Wealth Advisors held 102,761 shares of Dimensional Core Fixed Income ETF worth $4.34M as of Q1 2026.
Physician Wealth Advisors bought 78,363 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $3.34M.
Dimensional Core Fixed Income ETF made up 0.6% of Physician Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Physician Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.