B&D White Capital Company’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

B&D White Capital Company’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	$220K	Hold	5,211	–	–	0.02%	90
2026 Q1	$220K	Hold	5,211	–	–	0.03%	73
2025 Q4	$222K	Buy	+5,211	New	+$223K	0.03%	72
2024 Q4	–	Sell	-36,150	Closed	-$1.56M	–	76
2024 Q3	$1.56M	Sell	36,150 -455	-1%	-$19.4K	0.27%	37
2024 Q2	$1.52M	Sell	36,605 -172	-0.5%	-$7.13K	0.32%	19
2024 Q1	$1.54M	Sell	36,777 -1,116	-3%	-$46.9K	0.34%	26
2023 Q4	$1.61M	Buy	37,893 +342	+0.9%	+$14K	0.5%	27
2023 Q3	$1.52M	Sell	37,551 -2,906	-7%	-$120K	0.57%	25
2023 Q2	$1.69M	Buy	40,457 +1,714	+4%	+$72.4K	0.58%	29
2023 Q1	$1.65M	Sell	38,743 -744	-2%	-$31.5K	0.56%	29
2022 Q4	$1.64M	Buy	+39,487	New	+$1.63M	0.41%	36

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

B&D White Capital Company's DFCF Position: Q2 2026 in Review

B&D White Capital Company held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 5,211 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #90.

B&D White Capital Company first reported a position in DFCF in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2023. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

B&D White Capital Company held 5,211 shares of Dimensional Core Fixed Income ETF worth $220K as of Q2 2026.
B&D White Capital Company left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.02% of B&D White Capital Company's portfolio in Q2 2026, its #90 holding.
B&D White Capital Company first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 11 quarters since.
B&D White Capital Company's Dimensional Core Fixed Income ETF position peaked at $1.69M in Q2 2023.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.