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 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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Graves Light Lenhart Wealth's DFCF Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.3% in Q2 2026, buying an estimated $3.99M and bringing the position to 1,382,349 shares worth $58.3M. The position accounts for 5.44% of the portfolio, ranked #3.

Graves Light Lenhart Wealth first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Graves Light Lenhart Wealth held 1,382,349 shares of Dimensional Core Fixed Income ETF worth $58.3M as of Q2 2026.
Graves Light Lenhart Wealth bought 94,379 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.99M.
Dimensional Core Fixed Income ETF made up 5.44% of Graves Light Lenhart Wealth's portfolio in Q2 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 15 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.