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 Q2	$169K	Sell	4,000 -1,973	-33%	-$83.4K	﹤0.01%	2315
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

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Steward Partners Investment Advisory's DFCF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 33% in Q2 2026, selling an estimated $83.4K and leaving 4,000 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Steward Partners Investment Advisory first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.84M in Q3 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Steward Partners Investment Advisory held 4,000 shares of Dimensional Core Fixed Income ETF worth $169K as of Q2 2026.
Steward Partners Investment Advisory sold 1,973 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $83.4K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2315 holding.
Steward Partners Investment Advisory first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Dimensional Core Fixed Income ETF position peaked at $3.84M in Q3 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.