Aegis Wealth Management (Maryland)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Aegis Wealth Management (Maryland)’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	$2.54M	Buy	60,106 +4,348	+8%	+$184K	1.19%	20
2026 Q1	$2.35M	Buy	55,758 +2,579	+5%	+$110K	1.35%	20
2025 Q4	$2.26M	Buy	53,179 +500	+0.9%	+$21.4K	1.28%	24
2025 Q3	$2.25M	Sell	52,679 -7,819	-13%	-$332K	1.21%	25
2025 Q2	$2.54M	Hold	60,498	–	–	1.53%	22
2025 Q1	$2.54M	Sell	60,498 -1,851	-3%	-$77.1K	1.5%	22
2024 Q4	$2.57M	Buy	+62,349	New	+$2.63M	1.74%	17

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 $7.08B 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s DFCF Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q2 2026, buying an estimated $184K and bringing the position to 60,106 shares worth $2.54M. The position accounts for 1.19% of the portfolio, ranked #20.

Aegis Wealth Management (Maryland) first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q4 2024. 506 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Aegis Wealth Management (Maryland) held 60,106 shares of Dimensional Core Fixed Income ETF worth $2.54M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 4,348 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $184K.
Dimensional Core Fixed Income ETF made up 1.19% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #20 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Dimensional Core Fixed Income ETF position peaked at $2.57M in Q4 2024.
506 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.