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Sowell Financial Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Sowell Financial Services’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 		$6.4M Buy
151,589
+691
+0.5% +$29.2K 0.21% 107
2026
Q1 		$6.37M Buy
150,898
+3,734
+3% +$159K 0.24% 94
2025
Q4 		$6.26M Buy
147,164
+9,152
+7% +$392K 0.23% 92
2025
Q3 		$5.9M Buy
138,012
+13,143
+11% +$557K 0.23% 93
2025
Q2 		$5.28M Buy
124,869
+2,272
+2% +$94.8K 0.21% 101
2025
Q1 		$5.16M Sell
122,597
-651
-0.5% -$27.1K 0.23% 95
2024
Q4 		$5.09M Buy
123,248
+208
+0.2% +$8.76K 0.27% 91
2024
Q3 		$5.31M Sell
123,040
-56,558
-31% -$2.41M 0.25% 101
2024
Q2 		$7.46M Sell
179,598
-17,380
-9% -$720K 0.36% 63
2024
Q1 		$8.26M Buy
196,978
+8,113
+4% +$341K 0.39% 59
2023
Q4 		$8.01M Buy
188,865
+12,903
+7% +$528K 0.43% 56
2023
Q3 		$7.1M Buy
175,962
+35,296
+25% +$1.46M 0.45% 50
2023
Q2 		$5.87M Buy
140,666
+24,343
+21% +$1.03M 0.33% 72
2023
Q1 		$4.94M Buy
116,323
+1,544
+1% +$65.3K 0.38% 54
2022
Q4 		$4.77M Buy
114,779
+38,444
+50% +$1.59M 0.31% 79
2022
Q3 		$3.13M Buy
+76,335
New +$3.31M 0.32% 91

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
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
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
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

Sowell Financial Services's DFCF Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.46% in Q2 2026, buying an estimated $29.2K and bringing the position to 151,589 shares worth $6.4M. The position accounts for 0.21% of the portfolio, ranked #107.

Sowell Financial Services first reported a position in DFCF in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.26M in Q1 2024. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Sowell Financial Services held 151,589 shares of Dimensional Core Fixed Income ETF worth $6.4M as of Q2 2026.
  • Sowell Financial Services bought 691 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $29.2K.
  • Dimensional Core Fixed Income ETF made up 0.21% of Sowell Financial Services's portfolio in Q2 2026, its #107 holding.
  • Sowell Financial Services first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Sowell Financial Services's Dimensional Core Fixed Income ETF position peaked at $8.26M in Q1 2024.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.