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

Triad 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 		$1.05M Buy
24,859
+10,710
+76% +$457K 0.08% 165
2025
Q4 		$602K Buy
14,149
+6,702
+90% +$287K 0.06% 233
2025
Q3 		$318K Buy
+7,447
New +$316K 0.04% 284

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 $1.19B 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 $2.31B AUM 49.95% 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 $2.54B AUM 18.96% 1-Year Est. Return

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

Triad Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 76% in Q1 2026, buying an estimated $457K and bringing the position to 24,859 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #165.

Triad Wealth Partners first reported a position in DFCF in Q3 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Triad Wealth Partners held 24,859 shares of Dimensional Core Fixed Income ETF worth $1.05M as of Q1 2026.
  • Triad Wealth Partners bought 10,710 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $457K.
  • Dimensional Core Fixed Income ETF made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #165 holding.
  • Triad Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.