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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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 $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Stewardship Advisors's DFCF Position: Q1 2026 in Review

Stewardship Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.9% in Q1 2026, buying an estimated $105K and bringing the position to 52,853 shares worth $2.23M. The position accounts for 0.51% of the portfolio, ranked #34.

Stewardship Advisors first reported a position in DFCF in Q3 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Stewardship Advisors held 52,853 shares of Dimensional Core Fixed Income ETF worth $2.23M as of Q1 2026.
Stewardship Advisors bought 2,470 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $105K.
Dimensional Core Fixed Income ETF made up 0.51% of Stewardship Advisors's portfolio in Q1 2026, its #34 holding.
Stewardship Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Stewardship Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.