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

Mills Wealth 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 Q2	$467K	Sell	11,057 -8,779	-44%	-$371K	0.15%	50
2026 Q1	$837K	Sell	19,836 -5,080	-20%	-$217K	0.29%	37
2025 Q4	$1.06M	Sell	24,916 -4,387	-15%	-$188K	0.42%	35
2025 Q3	$1.25M	Sell	29,303 -983	-3%	-$41.7K	0.51%	33
2025 Q2	$1.28M	Sell	30,286 -6,569	-18%	-$274K	0.59%	28
2025 Q1	$1.55M	Sell	36,855 -5,118	-12%	-$213K	0.82%	23
2024 Q4	$1.73M	Sell	41,973 -1,528	-4%	-$64.3K	0.99%	22
2024 Q3	$1.88M	Sell	43,501 -16,905	-28%	-$721K	1.29%	19
2024 Q2	$2.51M	Sell	60,406 -357	-0.6%	-$14.8K	1.79%	16
2024 Q1	$2.55M	Sell	60,763 -1,483	-2%	-$62.3K	1.87%	15
2023 Q4	$2.64M	Sell	62,246 -66,374	-52%	-$2.71M	2.01%	11
2023 Q3	$5.19M	Buy	+128,620	New	+$5.3M	4.16%	6

Other funds holding DFCF

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

Mills Wealth Advisors's DFCF Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 44% in Q2 2026, selling an estimated $371K and leaving 11,057 shares worth $467K. The position accounts for 0.15% of the portfolio, ranked #50.

Mills Wealth Advisors first reported a position in DFCF in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.19M in Q3 2023. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Mills Wealth Advisors held 11,057 shares of Dimensional Core Fixed Income ETF worth $467K as of Q2 2026.
Mills Wealth Advisors sold 8,779 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $371K.
Dimensional Core Fixed Income ETF made up 0.15% of Mills Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Mills Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Mills Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $5.19M in Q3 2023.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.