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 Q3	$358K	Sell	8,935 -930	-9%	-$38.5K	0.02%	521
2026 Q2	$416K	Buy	9,865 +64	+0.7%	+$2.7K	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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Jacobi Capital Management's DFCF Position: Q3 2026 in Review

Jacobi Capital Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 9.4% in Q3 2026, selling an estimated $38.5K and leaving 8,935 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #521.

Jacobi Capital Management first reported a position in DFCF in Q2 2025 and has held it in 6 quarters since. The position peaked at $416K in Q2 2026. 311 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Jacobi Capital Management held 8,935 shares of Dimensional Core Fixed Income ETF worth $358K as of Q3 2026.
Jacobi Capital Management sold 930 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $38.5K.
Dimensional Core Fixed Income ETF made up 0.02% of Jacobi Capital Management's portfolio in Q3 2026, its #521 holding.
Jacobi Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Jacobi Capital Management's Dimensional Core Fixed Income ETF position peaked at $416K in Q2 2026.
311 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.