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

Stewardship 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 Q3	$2.35M	Buy	58,560 +3,132	+6%	+$130K	0.49%	34
2026 Q2	$2.34M	Buy	55,428 +2,575	+5%	+$109K	0.49%	35
2026 Q1	$2.23M	Buy	52,853 +2,470	+5%	+$105K	0.51%	34
2025 Q4	$2.14M	Buy	50,383 +1,444	+3%	+$61.9K	0.5%	36
2025 Q3	$2.09M	Sell	48,939 -3,608	-7%	-$153K	0.5%	35
2025 Q2	$2.22M	Buy	52,547 +352	+0.7%	+$14.7K	0.56%	33
2025 Q1	$2.2M	Buy	52,195 +8,253	+19%	+$344K	0.59%	32
2024 Q4	$1.81M	Buy	43,942 +8,272	+23%	+$348K	0.5%	34
2024 Q3	$1.54M	Buy	+35,670	New	+$1.52M	0.43%	39

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Stewardship Advisors's DFCF Position: Q3 2026 in Review

Stewardship Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.7% in Q3 2026, buying an estimated $130K and bringing the position to 58,560 shares worth $2.35M. The position accounts for 0.49% of the portfolio, ranked #34.

Stewardship Advisors first reported a position in DFCF in Q3 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Stewardship Advisors held 58,560 shares of Dimensional Core Fixed Income ETF worth $2.35M as of Q3 2026.
Stewardship Advisors bought 3,132 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $130K.
Dimensional Core Fixed Income ETF made up 0.49% of Stewardship Advisors's portfolio in Q3 2026, its #34 holding.
Stewardship Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.