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 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%	+$359K	1.04%	23
2023 Q4	$3.48M	Buy	+82,061	New	+$3.36M	1.05%	25

Other funds holding DFCF

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

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Northwest Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.7% in Q2 2026, buying an estimated $126K and bringing the position to 113,989 shares worth $4.81M. The position accounts for 0.63% of the portfolio, ranked #32.

Northwest Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Northwest Wealth Management held 113,989 shares of Dimensional Core Fixed Income ETF worth $4.81M as of Q2 2026.
Northwest Wealth Management bought 2,986 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $126K.
Dimensional Core Fixed Income ETF made up 0.63% of Northwest Wealth Management's portfolio in Q2 2026, its #32 holding.
Northwest Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
236 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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