GWWM
DFCF icon

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

Great Waters 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
Q2 		$162M Buy
3,833,555
+362,107
+10% +$15.3M 14.99% 3
2026
Q1 		$147M Buy
3,471,448
+357,219
+11% +$15.2M 15.51% 3
2025
Q4 		$133M Buy
3,114,229
+355,281
+13% +$15.2M 14.58% 3
2025
Q3 		$118M Buy
2,758,948
+256,623
+10% +$10.9M 13.94% 3
2025
Q2 		$106M Buy
2,502,325
+73,413
+3% +$3.06M 13.75% 3
2025
Q1 		$102M Sell
2,428,912
-52,598
-2% -$2.19M 14.17% 3
2024
Q4 		$102M Buy
2,481,510
+400,843
+19% +$16.9M 13.14% 3
2024
Q3 		$89.9M Buy
2,080,667
+282,641
+16% +$12M 12.12% 3
2024
Q2 		$74.7M Buy
1,798,026
+289,605
+19% +$12M 11.41% 3
2024
Q1 		$63.3M Buy
1,508,421
+249,298
+20% +$10.5M 10.34% 3
2023
Q4 		$53.2M Buy
1,259,123
+116,917
+10% +$4.78M 9.44% 4
2023
Q3 		$45.7M Buy
1,142,206
+219,250
+24% +$9.04M 9.08% 4
2023
Q2 		$38.5M Buy
922,956
+183,195
+25% +$7.73M 7.66% 6
2023
Q1 		$31.3M Buy
739,761
+184,125
+33% +$7.79M 6.61% 6
2022
Q4 		$23.9M Buy
+555,636
New +$23M 5.14% 6

Other funds holding DFCF

AC
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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Great Waters Wealth Management's DFCF Position: Q2 2026 in Review

Great Waters Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q2 2026, buying an estimated $15.3M and bringing the position to 3,833,555 shares worth $162M. The position accounts for 14.99% of the portfolio, ranked #3.

Great Waters Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Great Waters Wealth Management held 3,833,555 shares of Dimensional Core Fixed Income ETF worth $162M as of Q2 2026.
  • Great Waters Wealth Management bought 362,107 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $15.3M.
  • Dimensional Core Fixed Income ETF made up 14.99% of Great Waters Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Great Waters Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 114 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.