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

Sequoia Financial 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	$16.1M	Sell	380,842 -48,500	-11%	-$2.05M	0.08%	158
2026 Q1	$18.1M	Sell	429,342 -59,343	-12%	-$2.53M	0.1%	135
2025 Q4	$20.8M	Sell	488,685 -57,757	-11%	-$2.47M	0.12%	127
2025 Q3	$23.4M	Sell	546,442 -2,332,380	-81%	-$98.9M	0.14%	112
2025 Q2	$122M	Buy	2,878,822 +765,145	+36%	+$31.9M	0.83%	21
2025 Q1	$88.9M	Buy	2,113,677 +707,769	+50%	+$29.5M	0.69%	28
2024 Q4	$58M	Buy	1,405,908 +90,592	+7%	+$3.81M	0.56%	36
2024 Q3	$56.8M	Buy	1,315,316 +277,880	+27%	+$11.8M	0.61%	33
2024 Q2	$43.1M	Buy	1,037,436 +155,942	+18%	+$6.46M	0.52%	42
2024 Q1	$37M	Sell	881,494 -340,868	-28%	-$14.3M	0.46%	50
2023 Q4	$51.8M	Buy	1,222,362 +108,773	+10%	+$4.45M	0.64%	30
2023 Q3	$45M	Buy	1,113,589 +65,456	+6%	+$2.7M	0.79%	29
2023 Q2	$43.7M	Buy	1,048,133 +14,837	+1%	+$626K	0.75%	31
2023 Q1	$43.9M	Buy	+1,033,296	New	+$43.7M	0.98%	21

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

Sequoia Financial Advisors's DFCF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q2 2026, selling an estimated $2.05M and leaving 380,842 shares worth $16.1M. The position accounts for 0.08% of the portfolio, ranked #158.

Sequoia Financial Advisors first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. The position peaked at $122M in Q2 2025. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Sequoia Financial Advisors held 380,842 shares of Dimensional Core Fixed Income ETF worth $16.1M as of Q2 2026.
Sequoia Financial Advisors sold 48,500 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.05M.
Dimensional Core Fixed Income ETF made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #158 holding.
Sequoia Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
Sequoia Financial Advisors's Dimensional Core Fixed Income ETF position peaked at $122M in Q2 2025.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.