USAdvisors Wealth Management
DFCF icon

USAdvisors Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

USAdvisors Wealth Management’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 		$1.76M Buy
43,828
+933
+2% +$38.7K 0.5% 45
2026
Q2 		$1.81M Buy
42,895
+2,401
+6% +$101K 0.52% 44
2026
Q1 		$1.7M Sell
40,494
-492
-1% -$21K 0.57% 42
2025
Q4 		$1.74M Buy
40,986
+5,750
+16% +$246K 0.57% 42
2025
Q3 		$1.51M Buy
35,236
+1,674
+5% +$71K 0.52% 50
2025
Q2 		$1.42M Buy
33,562
+2,613
+8% +$109K 0.53% 49
2025
Q1 		$1.3M Sell
30,949
-22,622
-42% -$943K 0.45% 52
2024
Q4 		$2.21M Buy
53,571
+3,300
+7% +$139K 0.72% 38
2024
Q3 		$2.18M Sell
50,271
-996
-2% -$42.5K 0.76% 37
2024
Q2 		$2.13M Buy
51,267
+3,412
+7% +$141K 0.75% 39
2024
Q1 		$2.01M Buy
47,855
+11,825
+33% +$496K 0.76% 41
2023
Q4 		$1.53M Buy
36,030
+10,105
+39% +$413K 0.63% 47
2023
Q3 		$1.05M Sell
25,925
-34,530
-57% -$1.42M 0.47% 54
2023
Q2 		$872K Buy
60,455
+9,652
+19% +$407K 0.41% 62
2023
Q1 		$907K Buy
50,803
+15,401
+44% +$651K 0.43% 59
2022
Q4 		$1.47M Buy
35,402
+28,027
+380% +$1.16M 0.71% 37
2022
Q3 		$302K Buy
+7,375
New +$320K 0.15% 98

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

USAdvisors Wealth Management's DFCF Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.2% in Q3 2026, buying an estimated $38.7K and bringing the position to 43,828 shares worth $1.76M. The position accounts for 0.5% of the portfolio, ranked #45.

USAdvisors Wealth Management first reported a position in DFCF in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2024. 328 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • USAdvisors Wealth Management held 43,828 shares of Dimensional Core Fixed Income ETF worth $1.76M as of Q3 2026.
  • USAdvisors Wealth Management bought 933 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $38.7K.
  • Dimensional Core Fixed Income ETF made up 0.5% of USAdvisors Wealth Management's portfolio in Q3 2026, its #45 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 17 quarters since.
  • USAdvisors Wealth Management's Dimensional Core Fixed Income ETF position peaked at $2.21M in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.