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

AWM 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 Q1	$773K	Sell	18,305 -1,552	-8%	-$66.2K	0.07%	61
2025 Q4	$845K	Sell	19,857 -249	-1%	-$10.7K	0.08%	51
2025 Q3	$860K	Buy	20,106 +179	+0.9%	+$7.59K	0.08%	50
2025 Q2	$842K	Buy	19,927 +108	+0.5%	+$4.5K	0.09%	50
2025 Q1	$834K	Buy	19,819 +89	+0.5%	+$3.71K	0.1%	51
2024 Q4	$814K	Buy	19,730 +12,031	+156%	+$507K	0.1%	49
2024 Q3	$333K	Hold	7,699	–	–	0.04%	77
2024 Q2	$320K	Sell	7,699 -46	-0.6%	-$1.91K	0.05%	71
2024 Q1	$325K	Buy	+7,745	New	+$325K	0.05%	71

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

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

AWM Capital's DFCF Position: Q1 2026 in Review

AWM Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q1 2026, selling an estimated $66.2K and leaving 18,305 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #61.

AWM Capital first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. The position peaked at $860K in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

AWM Capital held 18,305 shares of Dimensional Core Fixed Income ETF worth $773K as of Q1 2026.
AWM Capital sold 1,552 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $66.2K.
Dimensional Core Fixed Income ETF made up 0.07% of AWM Capital's portfolio in Q1 2026, its #61 holding.
AWM Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
AWM Capital's Dimensional Core Fixed Income ETF position peaked at $860K in Q3 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on AWM Capital's 13F filing for Q1 2026, filed 12 May 2026.