Babb Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Babb Wealth Advisors’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	$21.9M	Buy	545,380 +42,854	+9%	+$1.78M	10.18%	5
2026 Q2	$21.2M	Buy	502,526 +39,663	+9%	+$1.68M	10.22%	5
2026 Q1	$19.5M	Buy	462,863 +31,115	+7%	+$1.33M	10.68%	5
2025 Q4	$18.4M	Buy	431,748 +68,299	+19%	+$2.93M	10.37%	5
2025 Q3	$15.5M	Buy	363,449 +34,212	+10%	+$1.45M	10.1%	5
2025 Q2	$13.9M	Buy	329,237 +19,914	+6%	+$831K	10.27%	5
2025 Q1	$13M	Buy	309,323 +17,045	+6%	+$710K	10.43%	5
2024 Q4	$12.1M	Buy	+292,278	New	+$12.3M	9.72%	5

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Babb Wealth Advisors's DFCF Position: Q3 2026 in Review

Babb Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.5% in Q3 2026, buying an estimated $1.78M and bringing the position to 545,380 shares worth $21.9M. The position accounts for 10.18% of the portfolio, ranked #5.

Babb Wealth Advisors first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Babb Wealth Advisors held 545,380 shares of Dimensional Core Fixed Income ETF worth $21.9M as of Q3 2026.
Babb Wealth Advisors bought 42,854 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.78M.
Dimensional Core Fixed Income ETF made up 10.18% of Babb Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Babb Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Babb Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.