Vestia Personal Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Vestia Personal Wealth 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 Q1	$1.55M	Sell	36,675 -66,533	-64%	-$2.84M	0.73%	25
2025 Q4	$4.39M	Buy	103,208 +24,392	+31%	+$1.04M	2.23%	13
2025 Q3	$3.37M	Buy	78,816 +25,323	+47%	+$1.07M	1.95%	14
2025 Q2	$2.26M	Buy	53,493 +884	+2%	+$36.9K	1.55%	14
2025 Q1	$2.21M	Buy	52,609 +7,546	+17%	+$314K	1.75%	13
2024 Q4	$1.86M	Buy	45,063 +7,416	+20%	+$312K	1.53%	13
2024 Q3	$1.62M	Buy	37,647 +5,357	+17%	+$228K	1.53%	14
2024 Q2	$1.34M	Buy	+32,290	New	+$1.34M	1.43%	16

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $10.6B AUM 34.1% 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 $1.73B AUM 9.28% 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

Vestia Personal Wealth Advisors's DFCF Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 64% in Q1 2026, selling an estimated $2.84M and leaving 36,675 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #25.

Vestia Personal Wealth Advisors first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.39M in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Vestia Personal Wealth Advisors held 36,675 shares of Dimensional Core Fixed Income ETF worth $1.55M as of Q1 2026.
Vestia Personal Wealth Advisors sold 66,533 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $2.84M.
Dimensional Core Fixed Income ETF made up 0.73% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $4.39M in Q4 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.