Ledgewood Wealth Advisors
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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
Q3 		$9.44M Sell
235,277
-25
-0% -$1.04K 5.2% 6
2026
Q2 		$9.9M 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

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Ledgewood Wealth Advisors's DFCF Position: Q3 2026 in Review

Ledgewood Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.01% in Q3 2026, selling an estimated $1.04K and leaving 235,277 shares worth $9.44M. The position accounts for 5.2% of the portfolio, ranked #6.

Ledgewood Wealth Advisors first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q3 2024. 323 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Ledgewood Wealth Advisors held 235,277 shares of Dimensional Core Fixed Income ETF worth $9.44M as of Q3 2026.
  • Ledgewood Wealth Advisors sold 25 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.04K.
  • Dimensional Core Fixed Income ETF made up 5.2% of Ledgewood Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • Ledgewood Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $12.2M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.