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

Navigoe 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 Q1	$6.49M	Buy	153,773 +29,888	+24%	+$1.28M	3.83%	9
2025 Q4	$5.27M	Buy	123,885 +18,547	+18%	+$795K	3.25%	10
2025 Q3	$4.5M	Buy	105,338 +11,496	+12%	+$488K	2.88%	12
2025 Q2	$3.96M	Sell	93,842 -2,144	-2%	-$89.4K	2.99%	11
2025 Q1	$4.04M	Buy	95,986 +17,170	+22%	+$716K	3.5%	7
2024 Q4	$3.25M	Buy	+78,816	New	+$3.32M	3.17%	8

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Navigoe Wealth Management's DFCF Position: Q1 2026 in Review

Navigoe Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 24% in Q1 2026, buying an estimated $1.28M and bringing the position to 153,773 shares worth $6.49M. The position accounts for 3.83% of the portfolio, ranked #9.

Navigoe Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Navigoe Wealth Management held 153,773 shares of Dimensional Core Fixed Income ETF worth $6.49M as of Q1 2026.
Navigoe Wealth Management bought 29,888 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.28M.
Dimensional Core Fixed Income ETF made up 3.83% of Navigoe Wealth Management's portfolio in Q1 2026, its #9 holding.
Navigoe Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.