Sterling Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Sterling Wealth 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	$12.5M	Buy	296,233 +24,827	+9%	+$1.05M	6.8%	5
2026 Q1	$11.6M	Buy	271,406 +11,033	+4%	+$471K	6.61%	5
2025 Q4	$11.1M	Buy	260,373 +82,892	+47%	+$3.55M	6.69%	5
2025 Q3	$7.66M	Buy	177,481 +49,510	+39%	+$2.1M	4.89%	6
2025 Q2	$5.37M	Buy	127,971 +877	+0.7%	+$36.6K	3.8%	7
2025 Q1	$5.35M	Sell	127,094 -5,150	-4%	-$215K	4.12%	7
2024 Q4	$5.46M	Buy	+132,244	New	+$5.57M	4.28%	6

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

Sterling Wealth Advisors's DFCF Position: Q2 2026 in Review

Sterling Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.1% in Q2 2026, buying an estimated $1.05M and bringing the position to 296,233 shares worth $12.5M. The position accounts for 6.8% of the portfolio, ranked #5.

Sterling Wealth Advisors first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Sterling Wealth Advisors held 296,233 shares of Dimensional Core Fixed Income ETF worth $12.5M as of Q2 2026.
Sterling Wealth Advisors bought 24,827 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.05M.
Dimensional Core Fixed Income ETF made up 6.8% of Sterling Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Sterling Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.