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

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

JFS Wealth Advisors's DFCF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.6% in Q2 2026, buying an estimated $39.8K and bringing the position to 21,513 shares worth $908K. The position accounts for 0.05% of the portfolio, ranked #180.

JFS Wealth Advisors first reported a position in DFCF in Q3 2024 and has held it in 8 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

JFS Wealth Advisors held 21,513 shares of Dimensional Core Fixed Income ETF worth $908K as of Q2 2026.
JFS Wealth Advisors bought 942 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $39.8K.
Dimensional Core Fixed Income ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #180 holding.
JFS Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.