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 Q2	$1.2M	Buy	28,761 +3,902	+16%	+$165K	0.07%	184
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

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 $7.08B AUM 17.38% 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 $2.54B AUM 18.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

Triad Wealth Partners's DFCF Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 28,761 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #184.

Triad Wealth Partners first reported a position in DFCF in Q3 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Triad Wealth Partners held 28,761 shares of Dimensional Core Fixed Income ETF worth $1.2M as of Q2 2026.
Triad Wealth Partners bought 3,902 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $165K.
Dimensional Core Fixed Income ETF made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #184 holding.
Triad Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.