Pacific Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pacific Asset 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	$5.09M	Buy	126,949 +5,646	+5%	+$234K	2.5%	10
2026 Q2	$5.12M	Buy	121,303 +17,147	+16%	+$725K	2.51%	9
2026 Q1	$4.4M	Buy	104,156 +22,668	+28%	+$967K	2.46%	10
2025 Q4	$3.47M	Buy	81,488 +21,283	+35%	+$912K	2.08%	12
2025 Q3	$2.57M	Buy	60,205 +936	+2%	+$39.7K	1.75%	12
2025 Q2	$2.5M	Buy	59,269 +579	+1%	+$24.1K	2.02%	11
2025 Q1	$2.47M	Buy	58,690 +5,677	+11%	+$237K	2.21%	11
2024 Q4	$2.19M	Buy	+53,013	New	+$2.23M	2.06%	11

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Pacific Asset Management's DFCF Position: Q3 2026 in Review

Pacific Asset Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.7% in Q3 2026, buying an estimated $234K and bringing the position to 126,949 shares worth $5.09M. The position accounts for 2.5% of the portfolio, ranked #10.

Pacific Asset Management first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.12M in Q2 2026. 179 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Pacific Asset Management held 126,949 shares of Dimensional Core Fixed Income ETF worth $5.09M as of Q3 2026.
Pacific Asset Management bought 5,646 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $234K.
Dimensional Core Fixed Income ETF made up 2.5% of Pacific Asset Management's portfolio in Q3 2026, its #10 holding.
Pacific Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Pacific Asset Management's Dimensional Core Fixed Income ETF position peaked at $5.12M in Q2 2026.
179 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.