Gemmer Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Gemmer Asset 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	$405K	Sell	10,106 -1,475	-13%	-$61.1K	0.03%	124
2026 Q2	$489K	Buy	11,581 +2,404	+26%	+$102K	0.03%	116
2026 Q1	$387K	Buy	9,177 +2,583	+39%	+$110K	0.03%	125
2025 Q4	$281K	Buy	6,594 +339	+5%	+$14.5K	0.02%	146
2025 Q3	$267K	Sell	6,255 -1,713	-21%	-$72.7K	0.02%	140
2025 Q2	$337K	Buy	7,968 +2,999	+60%	+$125K	0.03%	124
2025 Q1	$209K	Sell	4,969 -60	-1%	-$2.5K	0.02%	149
2024 Q4	$208K	Sell	5,029 -133	-3%	-$5.6K	0.02%	148
2024 Q3	$223K	Buy	+5,162	New	+$220K	0.02%	142
2024 Q2	–	Sell	-4,793	Closed	-$201K	–	142
2024 Q1	$201K	Sell	4,793 -876	-15%	-$36.8K	0.02%	130
2023 Q4	$240K	Buy	5,669 +470	+9%	+$19.2K	0.03%	117
2023 Q3	$210K	Buy	+5,199	New	+$214K	0.03%	121
2022 Q2	–	Sell	-71	Closed	-$3K	–	359
2022 Q1	$3K	Buy	+71	New	+$3.41K	﹤0.01%	1063

Other funds holding DFCF

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

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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Gemmer Asset Management's DFCF Position: Q3 2026 in Review

Gemmer Asset Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 13% in Q3 2026, selling an estimated $61.1K and leaving 10,106 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #124.

Gemmer Asset Management first reported a position in DFCF in Q1 2022 and has held it in 13 quarters since. The position peaked at $489K in Q2 2026. 190 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Gemmer Asset Management held 10,106 shares of Dimensional Core Fixed Income ETF worth $405K as of Q3 2026.
Gemmer Asset Management sold 1,475 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $61.1K.
Dimensional Core Fixed Income ETF made up 0.03% of Gemmer Asset Management's portfolio in Q3 2026, its #124 holding.
Gemmer Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and has held it in 13 quarters since.
Gemmer Asset Management's Dimensional Core Fixed Income ETF position peaked at $489K in Q2 2026.
190 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.