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Sigma Planning Corp’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Sigma Planning Corp’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 		– Sell
-12,180
Closed -$518K – 1338
2025
Q4 		$518K Buy
12,180
+167
+1% +$7.15K 0.01% 784
2025
Q3 		$514K Sell
12,013
-1,209
-9% -$51.3K 0.01% 802
2025
Q2 		$559K Buy
13,222
+60
+0.5% +$2.5K 0.02% 733
2025
Q1 		$554K Sell
13,162
-212
-2% -$8.84K 0.02% 689
2024
Q4 		$552K Buy
13,374
+669
+5% +$28.2K 0.02% 699
2024
Q3 		$549K Buy
12,705
+402
+3% +$17.1K 0.02% 708
2024
Q2 		$511K Sell
12,303
-66
-0.5% -$2.73K 0.02% 716
2024
Q1 		$519K Buy
12,369
+7,017
+131% +$295K 0.02% 742
2023
Q4 		$227K Sell
5,352
-6,365
-54% -$260K 0.02% 733
2023
Q3 		$473K Buy
+11,717
New +$483K 0.02% 745

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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 $1.73B AUM 9.28% 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 $21.5B AUM 23.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Sigma Planning Corp's DFCF Position: Q1 2026 in Review

Sigma Planning Corp sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 12,180 shares — an estimated $518K sold.

Sigma Planning Corp first reported a position in DFCF in Q3 2023 and held it in 10 quarters. The position peaked at $559K in Q2 2025. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Sigma Planning Corp reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 12,180 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $518K.
  • Sigma Planning Corp first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and held it in 10 quarters.
  • Sigma Planning Corp's Dimensional Core Fixed Income ETF position peaked at $559K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.