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DFCF icon

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
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

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
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

LVZ Inc's DFCF Position: Q2 2026 in Review

LVZ Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.5% in Q2 2026, buying an estimated $562K and bringing the position to 190,528 shares worth $8.04M. The position accounts for 0.82% of the portfolio, ranked #12.

LVZ Inc first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • LVZ Inc held 190,528 shares of Dimensional Core Fixed Income ETF worth $8.04M as of Q2 2026.
  • LVZ Inc bought 13,307 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $562K.
  • Dimensional Core Fixed Income ETF made up 0.82% of LVZ Inc's portfolio in Q2 2026, its #12 holding.
  • LVZ Inc first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.