Rise Advisors
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
Q3 		$265K Buy
6,604
+76
+1% +$3.15K 0.07% 79
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Rise Advisors's DFCF Position: Q3 2026 in Review

Rise Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q3 2026, buying an estimated $3.15K and bringing the position to 6,604 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #79.

Rise Advisors first reported a position in DFCF in Q4 2021 and has held it in 20 quarters since. The position peaked at $27.1M in Q2 2025. 168 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Rise Advisors held 6,604 shares of Dimensional Core Fixed Income ETF worth $265K as of Q3 2026.
  • Rise Advisors bought 76 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $3.15K.
  • Dimensional Core Fixed Income ETF made up 0.07% of Rise Advisors's portfolio in Q3 2026, its #79 holding.
  • Rise Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Dimensional Core Fixed Income ETF position peaked at $27.1M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.