AWM Capital
DFCF icon

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
Q3 		$748K Buy
18,640
+214
+1% +$8.87K 0.05% 69
2026
Q2 		$778K Buy
18,426
+121
+0.7% +$5.12K 0.06% 64
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
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

AWM Capital's DFCF Position: Q3 2026 in Review

AWM Capital increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q3 2026, buying an estimated $8.87K and bringing the position to 18,640 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #69.

AWM Capital first reported a position in DFCF in Q1 2024 and has held it in 11 quarters since. The position peaked at $860K in Q3 2025. 111 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • AWM Capital held 18,640 shares of Dimensional Core Fixed Income ETF worth $748K as of Q3 2026.
  • AWM Capital bought 214 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $8.87K.
  • Dimensional Core Fixed Income ETF made up 0.05% of AWM Capital's portfolio in Q3 2026, its #69 holding.
  • AWM Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • AWM Capital's Dimensional Core Fixed Income ETF position peaked at $860K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.