WA
DFCF icon

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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
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
AC
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
SC
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

Waverly Advisors's DFCF Position: Q1 2026 in Review

Waverly Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q1 2026, selling an estimated $87.3K and leaving 6,849 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Waverly Advisors first reported a position in DFCF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Waverly Advisors held 6,849 shares of Dimensional Core Fixed Income ETF worth $289K as of Q1 2026.
  • Waverly Advisors sold 2,046 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $87.3K.
  • Dimensional Core Fixed Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1317 holding.
  • Waverly Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Dimensional Core Fixed Income ETF position peaked at $1.41M in Q2 2023.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.