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 Q3	$324K	Sell	8,073 -2,984	-27%	-$124K	0.1%	65
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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Mills Wealth Advisors's DFCF Position: Q3 2026 in Review

Mills Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 27% in Q3 2026, selling an estimated $124K and leaving 8,073 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #65.

Mills Wealth Advisors first reported a position in DFCF in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.19M in Q3 2023. 431 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Mills Wealth Advisors held 8,073 shares of Dimensional Core Fixed Income ETF worth $324K as of Q3 2026.
Mills Wealth Advisors sold 2,984 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $124K.
Dimensional Core Fixed Income ETF made up 0.1% of Mills Wealth Advisors's portfolio in Q3 2026, its #65 holding.
Mills Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
Mills Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $5.19M in Q3 2023.
431 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.