LAM Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LAM Group’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	$389K	Sell	9,705 -845	-8%	-$35K	0.2%	66
2026 Q2	$445K	Buy	10,550 +2,810	+36%	+$119K	0.22%	66
2026 Q1	$327K	Sell	7,740 -815	-10%	-$34.8K	0.18%	72
2025 Q4	$364K	Sell	8,555 -4,485	-34%	-$192K	0.21%	70
2025 Q3	$558K	Buy	13,040 +5,555	+74%	+$236K	0.35%	59
2025 Q2	$316K	Sell	7,485 -915	-11%	-$38.2K	0.21%	69
2025 Q1	$353K	Buy	8,400 +2,320	+38%	+$96.7K	0.26%	65
2024 Q4	$251K	Buy	6,080 +1,070	+21%	+$45.1K	0.18%	71
2024 Q3	$216K	Buy	5,010 +465	+10%	+$19.8K	0.15%	72
2024 Q2	$189K	Sell	4,545 -7,445	-62%	-$308K	0.16%	68
2024 Q1	$503K	Buy	11,990 +11,305	+1,650%	+$475K	0.41%	54
2023 Q4	$29K	Buy	+685	New	+$28K	0.03%	74

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

LAM Group's DFCF Position: Q3 2026 in Review

LAM Group reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 8% in Q3 2026, selling an estimated $35K and leaving 9,705 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #66.

LAM Group first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. The position peaked at $558K in Q3 2025. 231 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

LAM Group held 9,705 shares of Dimensional Core Fixed Income ETF worth $389K as of Q3 2026.
LAM Group sold 845 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $35K.
Dimensional Core Fixed Income ETF made up 0.2% of LAM Group's portfolio in Q3 2026, its #66 holding.
LAM Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
LAM Group's Dimensional Core Fixed Income ETF position peaked at $558K in Q3 2025.
231 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.