J.W. Cole Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

J.W. Cole Advisors’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	$2.38M	Buy	+56,396	New	+$2.38M	0.04%	440
2026 Q1	–	Sell	-39,838	Closed	-$1.59M	–	908
2025 Q4	$1.59M	Buy	39,838 +34,491	+645%	+$1.48M	0.04%	473
2025 Q3	$229K	Sell	5,347 -212	-4%	-$8.99K	﹤0.01%	1379
2025 Q2	$235K	Buy	+5,559	New	+$232K	0.01%	1275
2025 Q1	–	Sell	-8,048	Closed	-$332K	–	1272
2024 Q4	$332K	Sell	8,048 -16	-0.2%	-$674	0.01%	739
2024 Q3	$348K	Buy	8,064 +795	+11%	+$33.9K	0.01%	721
2024 Q2	$302K	Buy	7,269 +150	+2%	+$6.21K	0.01%	700
2024 Q1	$297K	Buy	7,119 +95	+1%	+$3.99K	0.02%	696
2023 Q4	$298K	Buy	+7,024	New	+$287K	0.02%	652

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

J.W. Cole Advisors's DFCF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 56,396 shares worth $2.38M. The stake represents 0.04% of the portfolio and ranks #440 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DFCF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DFCF in Q4 2023 and has held it in 9 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

J.W. Cole Advisors held 56,396 shares of Dimensional Core Fixed Income ETF worth $2.38M as of Q2 2026.
Dimensional Core Fixed Income ETF was a new J.W. Cole Advisors position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #440 holding.
J.W. Cole Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.