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

LexAurum 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	$2.06M	Buy	51,274 +4,346	+9%	+$180K	0.23%	86
2026 Q2	$1.98M	Buy	46,928 +2,092	+5%	+$88.4K	0.23%	83
2026 Q1	$1.89M	Buy	+44,836	New	+$1.91M	0.25%	80
2025 Q3	$1.64M	Buy	38,451 +1,454	+4%	+$61.7K	0.23%	81
2025 Q2	$1.56M	Buy	36,997 +627	+2%	+$26.1K	0.25%	85
2025 Q1	$1.53M	Sell	36,370 -970	-3%	-$40.4K	0.29%	73
2024 Q4	$1.54M	Sell	37,340 -14,043	-27%	-$591K	0.31%	67
2024 Q3	$2.22M	Buy	51,383 +2,196	+4%	+$93.6K	0.49%	40
2024 Q2	$2.04M	Buy	49,187 +7,077	+17%	+$293K	0.5%	41
2024 Q1	$1.77M	Buy	42,110 +5,846	+16%	+$245K	0.44%	44
2023 Q4	$1.54M	Buy	36,264 +4,098	+13%	+$168K	0.4%	52
2023 Q3	$1.3M	Buy	32,166 +1,011	+3%	+$41.7K	0.38%	56
2023 Q2	$1.3M	Buy	31,155 +1,460	+5%	+$61.6K	0.39%	53
2023 Q1	$1.26M	Buy	+29,695	New	+$1.26M	0.42%	50

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

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

LexAurum Advisors's DFCF Position: Q3 2026 in Review

LexAurum Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.3% in Q3 2026, buying an estimated $180K and bringing the position to 51,274 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #86.

LexAurum Advisors first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.22M in Q3 2024. 465 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

LexAurum Advisors held 51,274 shares of Dimensional Core Fixed Income ETF worth $2.06M as of Q3 2026.
LexAurum Advisors bought 4,346 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $180K.
Dimensional Core Fixed Income ETF made up 0.23% of LexAurum Advisors's portfolio in Q3 2026, its #86 holding.
LexAurum Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
LexAurum Advisors's Dimensional Core Fixed Income ETF position peaked at $2.22M in Q3 2024.
465 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.