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

Prosperity Capital 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	$9.27M	Buy	219,632 +16,663	+8%	+$711K	0.53%	37
2025 Q4	$8.64M	Sell	202,969 -14,665	-7%	-$628K	0.52%	39
2025 Q3	$9.31M	Buy	217,634 +9,485	+5%	+$402K	0.54%	40
2025 Q2	$8.8M	Buy	208,149 +6,031	+3%	+$252K	0.57%	40
2025 Q1	$8.52M	Buy	202,118 +7,335	+4%	+$306K	0.67%	29
2024 Q4	$8.04M	Buy	194,783 +14,089	+8%	+$593K	0.65%	30
2024 Q3	$7.8M	Buy	180,694 +108,281	+150%	+$4.62M	0.66%	29
2024 Q2	$3.01M	Buy	+72,413	New	+$3M	0.33%	62

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

Prosperity Capital Advisors's DFCF Position: Q1 2026 in Review

Prosperity Capital Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.2% in Q1 2026, buying an estimated $711K and bringing the position to 219,632 shares worth $9.27M. The position accounts for 0.53% of the portfolio, ranked #37.

Prosperity Capital Advisors first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.31M in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Prosperity Capital Advisors held 219,632 shares of Dimensional Core Fixed Income ETF worth $9.27M as of Q1 2026.
Prosperity Capital Advisors bought 16,663 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $711K.
Dimensional Core Fixed Income ETF made up 0.53% of Prosperity Capital Advisors's portfolio in Q1 2026, its #37 holding.
Prosperity Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Prosperity Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $9.31M in Q3 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.