True Link Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

True Link Financial 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	$186M	Buy	4,646,350 +210,573	+5%	+$8.73M	10.72%	4
2026 Q2	$187M	Buy	4,435,777 +171,245	+4%	+$7.24M	10.83%	4
2026 Q1	$180M	Buy	4,264,532 +563,687	+15%	+$24.1M	11.12%	4
2025 Q4	$158M	Buy	3,700,845 +287,716	+8%	+$12.3M	9.57%	4
2025 Q3	$146M	Buy	3,413,129 +589,376	+21%	+$25M	9.39%	5
2025 Q2	$119M	Buy	+2,823,753	New	+$118M	8.23%	5

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

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

True Link Financial Advisors's DFCF Position: Q3 2026 in Review

True Link Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.7% in Q3 2026, buying an estimated $8.73M and bringing the position to 4,646,350 shares worth $186M. The position accounts for 10.72% of the portfolio, ranked #4.

True Link Financial Advisors first reported a position in DFCF in Q2 2025 and has held it in 6 quarters since. The position peaked at $187M in Q2 2026. 346 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

True Link Financial Advisors held 4,646,350 shares of Dimensional Core Fixed Income ETF worth $186M as of Q3 2026.
True Link Financial Advisors bought 210,573 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $8.73M.
Dimensional Core Fixed Income ETF made up 10.72% of True Link Financial Advisors's portfolio in Q3 2026, its #4 holding.
True Link Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
True Link Financial Advisors's Dimensional Core Fixed Income ETF position peaked at $187M in Q2 2026.
346 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on True Link Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.