DWR Wealth Management
DFCF icon

DWR Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

DWR Wealth Management’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 		$4.64M Buy
115,522
+29,960
+35% +$1.24M 3.21% 10
2026
Q2 		$3.63M Buy
85,562
+15,775
+23% +$667K 2.71% 12
2026
Q1 		$2.94M Buy
69,787
+35,905
+106% +$1.53M 2.55% 13
2025
Q4 		$1.45M Buy
+33,882
New +$1.45M 1.34% 16

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

DWR Wealth Management's DFCF Position: Q3 2026 in Review

DWR Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 35% in Q3 2026, buying an estimated $1.24M and bringing the position to 115,522 shares worth $4.64M. The position accounts for 3.21% of the portfolio, ranked #10.

DWR Wealth Management first reported a position in DFCF in Q4 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • DWR Wealth Management held 115,522 shares of Dimensional Core Fixed Income ETF worth $4.64M as of Q3 2026.
  • DWR Wealth Management bought 29,960 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.24M.
  • Dimensional Core Fixed Income ETF made up 3.21% of DWR Wealth Management's portfolio in Q3 2026, its #10 holding.
  • DWR Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.