LVZ Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LVZ Inc’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	$9.12M	Buy	227,281 +36,753	+19%	+$1.52M	0.94%	11
2026 Q2	$8.04M	Buy	190,528 +13,307	+8%	+$562K	0.82%	12
2026 Q1	$7.48M	Buy	177,221 +25,268	+17%	+$1.08M	0.85%	11
2025 Q4	$6.47M	Buy	151,953 +27,026	+22%	+$1.16M	0.72%	14
2025 Q3	$5.34M	Buy	124,927 +18,446	+17%	+$782K	0.61%	15
2025 Q2	$4.5M	Buy	106,481 +2,321	+2%	+$96.8K	0.54%	16
2025 Q1	$4.38M	Sell	104,160 -11,122	-10%	-$463K	0.58%	16
2024 Q4	$4.76M	Buy	115,282 +24,282	+27%	+$1.02M	0.61%	16
2024 Q3	$3.93M	Buy	91,000 +7,484	+9%	+$319K	0.5%	17
2024 Q2	$3.47M	Buy	83,516 +3,029	+4%	+$126K	0.47%	17
2024 Q1	$3.38M	Buy	80,487 +4,811	+6%	+$202K	0.46%	15
2023 Q4	$3.21M	Buy	75,676 +4,500	+6%	+$184K	0.45%	17
2023 Q3	$2.87M	Buy	71,176 +2,127	+3%	+$87.7K	0.46%	18
2023 Q2	$2.88M	Buy	69,049 +38,687	+127%	+$1.63M	0.4%	21
2023 Q1	$1.29M	Buy	30,362 +3,110	+11%	+$131K	0.19%	43
2022 Q4	$1.13M	Buy	27,252 +6,416	+31%	+$265K	0.18%	41
2022 Q3	$853K	Buy	20,836 +3,458	+20%	+$150K	0.15%	41
2022 Q2	$758K	Buy	+17,378	New	+$770K	0.13%	42

Other funds holding DFCF

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

LVZ Inc's DFCF Position: Q3 2026 in Review

LVZ Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 19% in Q3 2026, buying an estimated $1.52M and bringing the position to 227,281 shares worth $9.12M. The position accounts for 0.94% of the portfolio, ranked #11.

LVZ Inc first reported a position in DFCF in Q2 2022 and has held it in 18 quarters since. 190 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

LVZ Inc held 227,281 shares of Dimensional Core Fixed Income ETF worth $9.12M as of Q3 2026.
LVZ Inc bought 36,753 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.52M.
Dimensional Core Fixed Income ETF made up 0.94% of LVZ Inc's portfolio in Q3 2026, its #11 holding.
LVZ Inc first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
190 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.