RA
DFCF icon

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

Rise 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 		$276K Buy
6,528
+65
+1% +$2.75K 0.08% 85
2026
Q1 		$273K Buy
6,463
+45
+0.7% +$1.92K 0.1% 78
2025
Q4 		$273K Buy
6,418
+94
+1% +$4.03K 0.1% 79
2025
Q3 		$270K Sell
6,324
-633,856
-99% -$26.9M 0.1% 80
2025
Q2 		$27.1M Buy
640,180
+21,022
+3% +$877K 10.74% 3
2025
Q1 		$26M Buy
619,158
+35,261
+6% +$1.47M 11.51% 3
2024
Q4 		$24.1M Buy
583,897
+56,582
+11% +$2.38M 11.59% 3
2024
Q3 		$22.8M Buy
527,315
+58,753
+13% +$2.5M 10.91% 3
2024
Q2 		$19.5M Buy
468,562
+38,658
+9% +$1.6M 10.31% 3
2024
Q1 		$18M Buy
429,904
+14,025
+3% +$589K 9.61% 3
2023
Q4 		$17.6M Sell
415,879
-186,621
-31% -$7.63M 12.33% 3
2023
Q3 		$24.3M Buy
602,500
+66,981
+13% +$2.76M 19.28% 1
2023
Q2 		$22.3M Buy
535,519
+58,741
+12% +$2.48M 17.28% 1
2023
Q1 		$20.3M Buy
476,778
+52,637
+12% +$2.23M 15.3% 1
2022
Q4 		$17.6M Buy
424,141
+122,189
+40% +$5.05M 14.15% 1
2022
Q3 		$12.4M Buy
301,952
+7,016
+2% +$305K 10.24% 3
2022
Q2 		$12.9M Buy
294,936
+1,895
+0.6% +$84K 12.97% 1
2022
Q1 		$13.6M Sell
293,041
-20,167
-6% -$968K 12.24% 1
2021
Q4 		$15.7M Buy
+313,208
New +$15.7M 14.95% 1

Other funds holding DFCF

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Rise Advisors's DFCF Position: Q2 2026 in Review

Rise Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1% in Q2 2026, buying an estimated $2.75K and bringing the position to 6,528 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #85.

Rise Advisors first reported a position in DFCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.1M in Q2 2025. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Rise Advisors held 6,528 shares of Dimensional Core Fixed Income ETF worth $276K as of Q2 2026.
  • Rise Advisors bought 65 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.75K.
  • Dimensional Core Fixed Income ETF made up 0.08% of Rise Advisors's portfolio in Q2 2026, its #85 holding.
  • Rise Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Dimensional Core Fixed Income ETF position peaked at $27.1M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.