Mitchell McLeod Pugh & Williams’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Mitchell McLeod Pugh & Williams’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	$3.77M	Buy	89,249 +14,956	+20%	+$632K	0.46%	43
2026 Q1	$3.14M	Sell	74,293 -7,577	-9%	-$323K	0.46%	46
2025 Q4	$3.5M	Buy	81,870 +3,019	+4%	+$129K	0.5%	42
2025 Q3	$3.41M	Buy	78,851 +8,703	+12%	+$369K	0.55%	36
2025 Q2	$2.96M	Buy	70,148 +33,137	+90%	+$1.38M	0.55%	36
2025 Q1	$1.56M	Buy	37,011 +16,866	+84%	+$703K	0.32%	69
2024 Q4	$831K	Buy	20,145 +10,075	+100%	+$424K	0.17%	120
2024 Q3	$435K	Buy	10,070 +1,932	+24%	+$82.4K	0.09%	186
2024 Q2	$338K	Buy	8,138 +2,271	+39%	+$94.1K	0.08%	201
2024 Q1	$246K	Buy	5,867 +745	+15%	+$31.3K	0.06%	235
2023 Q4	$217K	Buy	+5,122	New	+$209K	0.06%	240

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Mitchell McLeod Pugh & Williams's DFCF Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Dimensional Core Fixed Income ETF (DFCF) stake by 20% in Q2 2026, buying an estimated $632K and bringing the position to 89,249 shares worth $3.77M. The position accounts for 0.46% of the portfolio, ranked #43.

Mitchell McLeod Pugh & Williams first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Mitchell McLeod Pugh & Williams held 89,249 shares of Dimensional Core Fixed Income ETF worth $3.77M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 14,956 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $632K.
Dimensional Core Fixed Income ETF made up 0.46% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #43 holding.
Mitchell McLeod Pugh & Williams first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.