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

Northwest 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 Q3	$4.5M	Sell	112,188 -1,801	-2%	-$74.7K	0.58%	35
2026 Q2	$4.81M	Buy	113,989 +2,986	+3%	+$126K	0.63%	32
2026 Q1	$4.69M	Buy	111,003 +4,211	+4%	+$180K	0.7%	31
2025 Q4	$4.55M	Buy	106,792 +4,371	+4%	+$187K	0.72%	34
2025 Q3	$4.38M	Buy	102,421 +5,963	+6%	+$253K	0.72%	34
2025 Q2	$4.08M	Sell	96,458 -608	-0.6%	-$25.4K	0.74%	33
2025 Q1	$4.08M	Sell	97,066 -796	-0.8%	-$33.2K	0.81%	28
2024 Q4	$4.04M	Buy	97,862 +3,317	+4%	+$140K	0.86%	29
2024 Q3	$4.08M	Buy	94,545 +802	+0.9%	+$34.2K	0.95%	26
2024 Q2	$3.89M	Buy	93,743 +3,143	+3%	+$130K	1.01%	25
2024 Q1	$3.8M	Buy	90,600 +8,539	+10%	+$358K	1.04%	23
2023 Q4	$3.48M	Buy	+82,061	New	+$3.36M	1.05%	25

Other funds holding DFCF

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Northwest Wealth Management's DFCF Position: Q3 2026 in Review

Northwest Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 1.6% in Q3 2026, selling an estimated $74.7K and leaving 112,188 shares worth $4.5M. The position accounts for 0.58% of the portfolio, ranked #35.

Northwest Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.81M in Q2 2026. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Northwest Wealth Management held 112,188 shares of Dimensional Core Fixed Income ETF worth $4.5M as of Q3 2026.
Northwest Wealth Management sold 1,801 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $74.7K.
Dimensional Core Fixed Income ETF made up 0.58% of Northwest Wealth Management's portfolio in Q3 2026, its #35 holding.
Northwest Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Northwest Wealth Management's Dimensional Core Fixed Income ETF position peaked at $4.81M in Q2 2026.
366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.