Graves Light Lenhart Wealth
DFCF icon

Graves Light Lenhart Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Graves Light Lenhart 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 		$61.9M Buy
1,542,137
+159,788
+12% +$6.62M 5.79% 3
2026
Q2 		$58.3M Buy
1,382,349
+94,379
+7% +$3.99M 5.44% 3
2026
Q1 		$54.4M Buy
1,287,970
+128,495
+11% +$5.48M 5.66% 3
2025
Q4 		$49.3M Buy
1,159,475
+216,737
+23% +$9.28M 5.23% 3
2025
Q3 		$40.3M Buy
942,738
+260,208
+38% +$11M 4.47% 3
2025
Q2 		$28.8M Buy
682,530
+30,715
+5% +$1.28M 3.43% 6
2025
Q1 		$27.4M Buy
651,815
+118,188
+22% +$4.93M 3.37% 6
2024
Q4 		$22M Buy
533,627
+85,118
+19% +$3.58M 2.74% 10
2024
Q3 		$19.4M Sell
448,509
-33,931
-7% -$1.45M 2.38% 12
2024
Q2 		$19.9M Buy
482,440
+99,289
+26% +$4.11M 2.28% 12
2024
Q1 		$16.1M Buy
383,151
+71,913
+23% +$3.02M 1.86% 17
2023
Q4 		$13.2M Buy
311,238
+201,402
+183% +$8.24M 1.64% 18
2023
Q3 		$4.4M Buy
109,836
+34,481
+46% +$1.42M 0.6% 40
2023
Q2 		$3.14M Buy
75,355
+14,179
+23% +$599K 0.42% 52
2023
Q1 		$2.6M Buy
61,176
+10,309
+20% +$436K 0.4% 51
2022
Q4 		$2.11M Buy
+50,867
New +$2.1M 0.32% 64

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

Graves Light Lenhart Wealth's DFCF Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 12% in Q3 2026, buying an estimated $6.62M and bringing the position to 1,542,137 shares worth $61.9M. The position accounts for 5.79% of the portfolio, ranked #3.

Graves Light Lenhart Wealth first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. 352 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Graves Light Lenhart Wealth held 1,542,137 shares of Dimensional Core Fixed Income ETF worth $61.9M as of Q3 2026.
  • Graves Light Lenhart Wealth bought 159,788 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $6.62M.
  • Dimensional Core Fixed Income ETF made up 5.79% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #3 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 352 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.