Private Advisory Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Private Advisory Group’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	$212K	Buy	+5,285	New	+$219K	0.01%	310

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Private Advisory Group's DFCF Position: Q3 2026 in Review

Private Advisory Group opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q3 2026: 5,285 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

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

Private Advisory Group held 5,285 shares of Dimensional Core Fixed Income ETF worth $212K as of Q3 2026.
Dimensional Core Fixed Income ETF was a new Private Advisory Group position in Q3 2026.
Dimensional Core Fixed Income ETF made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #310 holding.
431 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.