NWM
DFCF icon

Navigate Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Navigate Wealth Management’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 		$350K Hold
8,329
– – 0.22% 59
2026
Q1 		$353K Buy
+8,329
New +$355K 0.25% 55

Other funds holding DFCF

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

Navigate Wealth Management's DFCF Position: Q2 2026 in Review

Navigate Wealth Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 8,329 shares worth $350K. The position accounts for 0.22% of the portfolio, ranked #59.

Navigate Wealth Management first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. The position peaked at $353K in Q1 2026. 504 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Navigate Wealth Management held 8,329 shares of Dimensional Core Fixed Income ETF worth $350K as of Q2 2026.
  • Navigate Wealth Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.22% of Navigate Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Navigate Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Navigate Wealth Management's Dimensional Core Fixed Income ETF position peaked at $353K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.