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

Sterling Wealth Management’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	$26.3M	Buy	623,012 +19,479	+3%	+$823K	6.54%	3
2026 Q1	$25.5M	Buy	603,533 +53,214	+10%	+$2.27M	7%	2
2025 Q4	$23.4M	Buy	550,319 +106,992	+24%	+$4.58M	6.68%	3
2025 Q3	$19M	Buy	443,327 +94,078	+27%	+$3.99M	5.75%	4
2025 Q2	$14.8M	Buy	+349,249	New	+$14.6M	5.03%	6
2024 Q4	$8.74M	Buy	211,681 +39,099	+23%	+$1.65M	3.23%	11
2024 Q3	$7.45M	Buy	172,582 +138,473	+406%	+$5.9M	2.78%	12
2024 Q2	$1.42M	Buy	+34,109	New	+$1.41M	0.67%	24

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 Management's DFCF Position: Q2 2026 in Review

Sterling Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.2% in Q2 2026, buying an estimated $823K and bringing the position to 623,012 shares worth $26.3M. The position accounts for 6.54% of the portfolio, ranked #3.

Sterling Wealth Management first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Sterling Wealth Management held 623,012 shares of Dimensional Core Fixed Income ETF worth $26.3M as of Q2 2026.
Sterling Wealth Management bought 19,479 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $823K.
Dimensional Core Fixed Income ETF made up 6.54% of Sterling Wealth Management's portfolio in Q2 2026, its #3 holding.
Sterling Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.