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

Jacobi 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	$416K	Buy	9,865 +64	+0.7%	+$2.71K	0.02%	490
2026 Q1	$414K	Buy	9,801 +746	+8%	+$31.8K	0.02%	463
2025 Q4	$385K	Buy	9,055 +87	+1%	+$3.73K	0.02%	473
2025 Q3	$383K	Buy	8,968 +3,210	+56%	+$136K	0.02%	450
2025 Q2	$243K	Buy	+5,758	New	+$240K	0.02%	544

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

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

Jacobi Capital Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.65% in Q2 2026, buying an estimated $2.71K and bringing the position to 9,865 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #490.

Jacobi Capital Management first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Jacobi Capital Management held 9,865 shares of Dimensional Core Fixed Income ETF worth $416K as of Q2 2026.
Jacobi Capital Management bought 64 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.71K.
Dimensional Core Fixed Income ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #490 holding.
Jacobi Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.