Graver Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Graver Capital 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 Q2	$12.4M	Sell	292,786 -9,389	-3%	-$397K	8.8%	5
2026 Q1	$12.8M	Buy	302,175 +30,124	+11%	+$1.29M	9.69%	5
2025 Q4	$11.6M	Buy	272,051 +31,913	+13%	+$1.37M	9.15%	5
2025 Q3	$10.3M	Buy	240,138 +2,521	+1%	+$107K	8.65%	5
2025 Q2	$10M	Buy	237,617 +21,516	+10%	+$897K	8.88%	5
2025 Q1	$9.09M	Buy	216,101 +9,590	+5%	+$400K	9.27%	5
2024 Q4	$8.52M	Buy	+206,511	New	+$8.69M	8.91%	5

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Graver Capital Management's DFCF Position: Q2 2026 in Review

Graver Capital Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 3.1% in Q2 2026, selling an estimated $397K and leaving 292,786 shares worth $12.4M. The position accounts for 8.8% of the portfolio, ranked #5.

Graver Capital Management first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q1 2026. 340 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Graver Capital Management held 292,786 shares of Dimensional Core Fixed Income ETF worth $12.4M as of Q2 2026.
Graver Capital Management sold 9,389 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $397K.
Dimensional Core Fixed Income ETF made up 8.8% of Graver Capital Management's portfolio in Q2 2026, its #5 holding.
Graver Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's Dimensional Core Fixed Income ETF position peaked at $12.8M in Q1 2026.
340 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.