Live Oak Private Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Live Oak Private Wealth’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 Q1	$4.01M	Buy	95,005 +36,533	+62%	+$1.56M	0.56%	56
2025 Q4	$2.49M	Buy	58,472 +4,966	+9%	+$213K	0.34%	65
2025 Q3	$2.29M	Buy	53,506 +15,172	+40%	+$644K	0.32%	71
2025 Q2	$1.62M	Buy	38,334 +23,417	+157%	+$977K	0.24%	83
2025 Q1	$627K	Buy	14,917 +9,731	+188%	+$406K	0.1%	112
2024 Q4	$214K	Buy	+5,186	New	+$218K	0.04%	172

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Live Oak Private Wealth's DFCF Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 62% in Q1 2026, buying an estimated $1.56M and bringing the position to 95,005 shares worth $4.01M. The position accounts for 0.56% of the portfolio, ranked #56.

Live Oak Private Wealth first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Live Oak Private Wealth held 95,005 shares of Dimensional Core Fixed Income ETF worth $4.01M as of Q1 2026.
Live Oak Private Wealth bought 36,533 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.56M.
Dimensional Core Fixed Income ETF made up 0.56% of Live Oak Private Wealth's portfolio in Q1 2026, its #56 holding.
Live Oak Private Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.