Waverly Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Waverly 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 Q2	$289K	Hold	6,849	–	–	﹤0.01%	1435
2026 Q1	$289K	Sell	6,849 -2,046	-23%	-$87.3K	﹤0.01%	1317
2025 Q4	$379K	Hold	8,895	–	–	﹤0.01%	1118
2025 Q3	$380K	Hold	8,895	–	–	﹤0.01%	950
2025 Q2	$376K	Hold	8,895	–	–	﹤0.01%	892
2025 Q1	$374K	Buy	8,895 +329	+4%	+$13.7K	﹤0.01%	858
2024 Q4	$354K	Hold	8,566	–	–	0.01%	774
2024 Q3	$370K	Sell	8,566 -7,845	-48%	-$334K	0.01%	636
2024 Q2	$682K	Sell	16,411 -10,742	-40%	-$445K	0.01%	507
2024 Q1	$1.14M	Sell	27,153 -1,117	-4%	-$46.9K	0.03%	345
2023 Q4	$1.2M	Sell	28,270 -1,518	-5%	-$62.1K	0.04%	200
2023 Q3	$1.2M	Sell	29,788 -3,921	-12%	-$162K	0.05%	179
2023 Q2	$1.41M	Buy	+33,709	New	+$1.42M	0.06%	157

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 $7.88B AUM 10.78% 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 $2.49B AUM 10.8% 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 $1.11B AUM 11.16% 1-Year Est. Return

Waverly Advisors's DFCF Position: Q2 2026 in Review

Waverly Advisors held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 6,849 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Waverly Advisors first reported a position in DFCF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2023. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Waverly Advisors held 6,849 shares of Dimensional Core Fixed Income ETF worth $289K as of Q2 2026.
Waverly Advisors left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1435 holding.
Waverly Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
Waverly Advisors's Dimensional Core Fixed Income ETF position peaked at $1.41M in Q2 2023.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.