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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
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 		$99.7M 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

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital's DFCF Position: Q2 2026 in Review

Apella Capital increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.9% in Q2 2026, buying an estimated $10.9M and bringing the position to 4,667,514 shares worth $196M. The position accounts for 2.77% of the portfolio, ranked #4.

Apella Capital first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Apella Capital held 4,667,514 shares of Dimensional Core Fixed Income ETF worth $196M as of Q2 2026.
  • Apella Capital bought 259,037 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $10.9M.
  • Dimensional Core Fixed Income ETF made up 2.77% of Apella Capital's portfolio in Q2 2026, its #4 holding.
  • Apella Capital first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.