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 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	$2.17M	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%	36
2022 Q3	$302K	Buy	+7,375	New	+$320K	0.15%	98

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

USAdvisors Wealth Management's DFCF Position: Q1 2026 in Review

USAdvisors Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q1 2026, selling an estimated $21K and leaving 40,494 shares worth $1.7M. The position accounts for 0.57% of the portfolio, ranked #42.

USAdvisors Wealth Management first reported a position in DFCF in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q4 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

USAdvisors Wealth Management held 40,494 shares of Dimensional Core Fixed Income ETF worth $1.7M as of Q1 2026.
USAdvisors Wealth Management sold 492 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $21K.
Dimensional Core Fixed Income ETF made up 0.57% of USAdvisors Wealth Management's portfolio in Q1 2026, its #42 holding.
USAdvisors Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 15 quarters since.
USAdvisors Wealth Management's Dimensional Core Fixed Income ETF position peaked at $2.21M in Q4 2024.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.