Apella Capital
DFCF icon

Apella Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Apella Capital’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
Q3 		$204M Buy
5,086,367
+418,853
+9% +$17.4M 2.59% 4
2026
Q2 		$196M Buy
4,667,514
+259,037
+6% +$10.9M 2.77% 4
2026
Q1 		$188M Buy
4,408,477
+1,804,092
+69% +$77M 2.79% 4
2025
Q4 		$111M Buy
2,604,385
+298,264
+13% +$12.8M 2.19% 7
2025
Q3 		$100M Buy
2,306,121
+157,781
+7% +$6.69M 2.22% 7
2025
Q2 		$90.3M Buy
2,148,340
+107,829
+5% +$4.5M 2.45% 8
2025
Q1 		$85M Buy
2,040,511
+130,990
+7% +$5.46M 2.92% 7
2024
Q4 		$78.8M Buy
1,909,521
+281,119
+17% +$11.8M 3.02% 8
2024
Q3 		$70.4M Buy
1,628,402
+148,034
+10% +$6.31M 2.9% 8
2024
Q2 		$62M Buy
1,480,368
+296,322
+25% +$12.3M 2.77% 9
2024
Q1 		$49.4M Buy
1,184,046
+34,200
+3% +$1.44M 2.49% 9
2023
Q4 		$48.4M Buy
1,149,846
+603,454
+110% +$24.7M 2.69% 8
2023
Q3 		$22.1M Buy
546,392
+160,963
+42% +$6.64M 1.56% 20
2023
Q2 		$16.1M Buy
+385,429
New +$16.3M 1.15% 24
2022
Q4 		$6.3M Buy
151,621
+84,011
+124% +$3.47M 0.57% 44
2022
Q3 		$2.77M Buy
67,610
+24,072
+55% +$1.04M 0.32% 57
2022
Q2 		$1.9M Buy
+43,538
New +$1.93M 0.23% 67

Other funds holding DFCF

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital's DFCF Position: Q3 2026 in Review

Apella Capital increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9% in Q3 2026, buying an estimated $17.4M and bringing the position to 5,086,367 shares worth $204M. The position accounts for 2.59% of the portfolio, ranked #4.

Apella Capital first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Apella Capital held 5,086,367 shares of Dimensional Core Fixed Income ETF worth $204M as of Q3 2026.
  • Apella Capital bought 418,853 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $17.4M.
  • Dimensional Core Fixed Income ETF made up 2.59% of Apella Capital's portfolio in Q3 2026, its #4 holding.
  • Apella Capital first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 112 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.