LWA
DFCF icon

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

Ledgewood 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 		$9.93M Sell
235,302
-14,017
-6% -$592K 5.27% 6
2026
Q1 		$10.5M Sell
249,319
-850
-0.3% -$36.3K 5.92% 6
2025
Q4 		$10.6M Buy
250,169
+4,200
+2% +$180K 6.13% 5
2025
Q3 		$10.5M Sell
245,969
-16,664
-6% -$707K 6.22% 5
2025
Q2 		$11.1M Sell
262,633
-14,600
-5% -$609K 6.99% 4
2025
Q1 		$11.7M Sell
277,233
-5,124
-2% -$214K 7.52% 4
2024
Q4 		$11.7M Buy
282,357
+636
+0.2% +$26.8K 7.52% 4
2024
Q3 		$12.2M Buy
281,721
+117,464
+72% +$5.01M 8.19% 4
2024
Q2 		$6.82M Sell
164,257
-4,249
-3% -$176K 5.88% 5
2024
Q1 		$7.07M Buy
168,506
+9,206
+6% +$387K 6.57% 5
2023
Q4 		$6.75M Buy
+159,300
New +$6.52M 6.23% 4

Other funds holding DFCF

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

Ledgewood Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 5.6% in Q2 2026, selling an estimated $592K and leaving 235,302 shares worth $9.93M. The position accounts for 5.27% of the portfolio, ranked #6.

Ledgewood Wealth Advisors first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2024. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Ledgewood Wealth Advisors held 235,302 shares of Dimensional Core Fixed Income ETF worth $9.93M as of Q2 2026.
  • Ledgewood Wealth Advisors sold 14,017 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $592K.
  • Dimensional Core Fixed Income ETF made up 5.27% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Ledgewood Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Ledgewood Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $12.2M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.