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

Safeguard Investment 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
Q1 		$4.39M Sell
103,977
-5,726
-5% -$244K 1.21% 14
2025
Q4 		$4.67M Sell
109,703
-2,783
-2% -$119K 1.19% 13
2025
Q3 		$4.81M Sell
112,486
-5,279
-4% -$224K 1.19% 12
2025
Q2 		$4.98M Sell
117,765
-189
-0.2% -$7.88K 1.24% 13
2025
Q1 		$4.96M Sell
117,954
-4,526
-4% -$189K 1.35% 10
2024
Q4 		$5.05M Buy
122,480
+3,489
+3% +$147K 1.39% 11
2024
Q3 		$5.14M Buy
118,991
+8,258
+7% +$352K 1.47% 11
2024
Q2 		$4.6M Buy
110,733
+24,313
+28% +$1.01M 1.43% 11
2024
Q1 		$3.63M Buy
86,420
+13,683
+19% +$574K 1.23% 12
2023
Q4 		$3.08M Buy
72,737
+8,315
+13% +$340K 1.16% 13
2023
Q3 		$2.6M Sell
64,422
-2,850
-4% -$118K 1.13% 13
2023
Q2 		$2.81M Buy
67,272
+22,033
+49% +$930K 1.2% 13
2023
Q1 		$1.92M Buy
+45,239
New +$1.91M 0.92% 21

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
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
AC
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
SC
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

Safeguard Investment Advisory Group's DFCF Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 5.2% in Q1 2026, selling an estimated $244K and leaving 103,977 shares worth $4.39M. The position accounts for 1.21% of the portfolio, ranked #14.

Safeguard Investment Advisory Group first reported a position in DFCF in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.14M in Q3 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Safeguard Investment Advisory Group held 103,977 shares of Dimensional Core Fixed Income ETF worth $4.39M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 5,726 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $244K.
  • Dimensional Core Fixed Income ETF made up 1.21% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Safeguard Investment Advisory Group's Dimensional Core Fixed Income ETF position peaked at $5.14M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.