DiNuzzo Private Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

DiNuzzo Private Wealth’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	$118M	Buy	2,932,332 +174,731	+6%	+$7.24M	11.69%	1
2026 Q2	$116M	Buy	2,757,601 +236,030	+9%	+$10M	11.51%	1
2026 Q1	$106M	Buy	2,521,571 +78,229	+3%	+$3.34M	11.47%	1
2025 Q4	$104M	Buy	2,443,342 +198,940	+9%	+$8.52M	11.31%	1
2025 Q3	$95.2M	Buy	2,244,402 +80,693	+4%	+$3.42M	10.8%	1
2025 Q2	$91.4M	Sell	2,163,709 -32,103	-1%	-$1.34M	10.85%	1
2025 Q1	$92.4M	Buy	2,195,812 +10,313	+0.5%	+$430K	11.63%	2
2024 Q4	$90.2M	Buy	2,185,499 +182,606	+9%	+$7.69M	11.42%	2
2024 Q3	$86.5M	Buy	2,002,893 +223,357	+13%	+$9.5M	10.67%	2
2024 Q2	$73.9M	Buy	1,779,536 +35,558	+2%	+$1.47M	9.98%	3
2024 Q1	$73.2M	Buy	1,743,978 +88,760	+5%	+$3.73M	9.87%	3
2023 Q4	$70.2M	Buy	+1,655,218	New	+$67.7M	9.96%	2

Other funds holding DFCF

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's DFCF Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.3% in Q3 2026, buying an estimated $7.24M and bringing the position to 2,932,332 shares worth $118M. The position accounts for 11.69% of the portfolio, ranked #1.

DiNuzzo Private Wealth first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

DiNuzzo Private Wealth held 2,932,332 shares of Dimensional Core Fixed Income ETF worth $118M as of Q3 2026.
DiNuzzo Private Wealth bought 174,731 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $7.24M.
Dimensional Core Fixed Income ETF made up 11.69% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1 holding.
DiNuzzo Private Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
111 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.