JFS Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

JFS Wealth 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	$908K	Buy	21,513 +942	+5%	+$39.8K	0.05%	180
2026 Q1	$869K	Buy	20,571 +13	+0.1%	+$555	0.05%	172
2025 Q4	$875K	Sell	20,558 -30	-0.1%	-$1.28K	0.05%	170
2025 Q3	$880K	Buy	20,588 +15	+0.1%	+$636	0.05%	169
2025 Q2	$869K	Buy	20,573 +18	+0.1%	+$751	0.06%	161
2025 Q1	$865K	Buy	20,555 +232	+1%	+$9.67K	0.06%	154
2024 Q4	$839K	Buy	20,323 +18	+0.1%	+$758	0.06%	150
2024 Q3	$877K	Buy	+20,305	New	+$866K	0.06%	155

Other funds holding DFCF

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return