Stratos Wealth Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Stratos Wealth Partners’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	$6.99M	Buy	165,614 +15,668	+10%	+$669K	0.08%	261
2025 Q4	$6.38M	Buy	149,946 +3,208	+2%	+$137K	0.07%	274
2025 Q3	$6.27M	Buy	146,738 +719	+0.5%	+$30.5K	0.07%	273
2025 Q2	$6.17M	Sell	146,019 -9,229	-6%	-$385K	0.08%	243
2025 Q1	$6.53M	Buy	155,248 +13,010	+9%	+$542K	0.1%	209
2024 Q4	$5.87M	Buy	142,238 +16,825	+13%	+$708K	0.08%	242
2024 Q3	$5.42M	Buy	125,413 +16,895	+16%	+$720K	0.08%	252
2024 Q2	$4.51M	Buy	108,518 +18,726	+21%	+$776K	0.07%	268
2024 Q1	$3.77M	Buy	89,792 +19,090	+27%	+$801K	0.06%	296
2023 Q4	$3M	Buy	+70,702	New	+$2.89M	0.06%	320

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

Stratos Wealth Partners's DFCF Position: Q1 2026 in Review

Stratos Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q1 2026, buying an estimated $669K and bringing the position to 165,614 shares worth $6.99M. The position accounts for 0.08% of the portfolio, ranked #261.

Stratos Wealth Partners first reported a position in DFCF in Q4 2023 and has held it in 10 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Stratos Wealth Partners held 165,614 shares of Dimensional Core Fixed Income ETF worth $6.99M as of Q1 2026.
Stratos Wealth Partners bought 15,668 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $669K.
Dimensional Core Fixed Income ETF made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #261 holding.
Stratos Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.