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

SageView 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 Q2	$6.7M	Sell	158,837 -15,287	-9%	-$646K	0.22%	57
2026 Q1	$7.35M	Sell	174,124 -9,526	-5%	-$406K	0.27%	46
2025 Q4	$7.82M	Buy	183,650 +7,225	+4%	+$309K	0.26%	45
2025 Q3	$7.54M	Sell	176,425 -129	-0.1%	-$5.47K	0.26%	50
2025 Q2	$7.4M	Sell	176,554 -205	-0.1%	-$8.55K	0.28%	42
2025 Q1	$7.43M	Buy	176,759 +545	+0.3%	+$22.7K	0.32%	38
2024 Q4	$7.27M	Buy	176,214 +4,300	+3%	+$181K	0.31%	43
2024 Q3	$7.42M	Buy	+171,914	New	+$7.33M	0.38%	35
2024 Q2	–	Sell	-165,399	Closed	-$6.85M	–	42
2024 Q1	$6.94M	Buy	+165,399	New	+$6.94M	0.35%	38
2023 Q4	–	Sell	-161,393	Closed	-$6.6M	–	50
2023 Q3	$6.52M	Buy	161,393 +3,104	+2%	+$128K	0.37%	38
2023 Q2	$6.61M	Buy	158,289 +3,684	+2%	+$156K	0.37%	41
2023 Q1	$6.57M	Buy	154,605 +3,140	+2%	+$133K	0.42%	39
2022 Q4	$6.29M	Buy	+151,465	New	+$6.26M	0.51%	43

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

SageView Advisory Group's DFCF Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 8.8% in Q2 2026, selling an estimated $646K and leaving 158,837 shares worth $6.7M. The position accounts for 0.22% of the portfolio, ranked #57.

SageView Advisory Group first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.82M in Q4 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

SageView Advisory Group held 158,837 shares of Dimensional Core Fixed Income ETF worth $6.7M as of Q2 2026.
SageView Advisory Group sold 15,287 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $646K.
Dimensional Core Fixed Income ETF made up 0.22% of SageView Advisory Group's portfolio in Q2 2026, its #57 holding.
SageView Advisory Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Dimensional Core Fixed Income ETF position peaked at $7.82M in Q4 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.