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Steward Partners Investment Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Steward Partners Investment Advisory’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 		$252K Hold
5,973
– – ﹤0.01% 1902
2025
Q4 		$254K Hold
5,973
– – ﹤0.01% 1797
2025
Q3 		$255K Sell
5,973
-350
-6% -$14.8K ﹤0.01% 1738
2025
Q2 		$267K Sell
6,323
-19,993
-76% -$834K ﹤0.01% 1612
2025
Q1 		$1.11M Sell
26,316
-58,340
-69% -$2.43M 0.01% 884
2024
Q4 		$3.49M Sell
84,656
-4,252
-5% -$179K 0.03% 472
2024
Q3 		$3.84M Buy
88,908
+7,951
+10% +$339K 0.04% 438
2024
Q2 		$3.36M Buy
80,957
+18,650
+30% +$773K 0.04% 440
2024
Q1 		$2.61M Buy
62,307
+2,327
+4% +$97.7K 0.03% 495
2023
Q4 		$2.54M Buy
59,980
+13,511
+29% +$553K 0.03% 441
2023
Q3 		$1.88M Buy
+46,469
New +$1.92M 0.03% 488

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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 $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return