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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
Q2 		$5.36M Buy
127,037
+32,032
+34% +$1.35M 0.67% 51
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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Live Oak Private Wealth's DFCF Position: Q2 2026 in Review

Live Oak Private Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 34% in Q2 2026, buying an estimated $1.35M and bringing the position to 127,037 shares worth $5.36M. The position accounts for 0.67% of the portfolio, ranked #51.

Live Oak Private Wealth first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Live Oak Private Wealth held 127,037 shares of Dimensional Core Fixed Income ETF worth $5.36M as of Q2 2026.
  • Live Oak Private Wealth bought 32,032 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.35M.
  • Dimensional Core Fixed Income ETF made up 0.67% of Live Oak Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Live Oak Private Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.