PWIA
DFCF icon

Porter White Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Porter White Investment Advisors’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 		$5.38M Sell
127,527
-5,984
-4% -$253K 2.07% 10
2026
Q1 		$5.64M Sell
133,511
-11,323
-8% -$483K 2.26% 9
2025
Q4 		$6.16M Buy
144,834
+16,927
+13% +$725K 2.53% 7
2025
Q3 		$5.47M Buy
127,907
+20,819
+19% +$883K 2.35% 7
2025
Q2 		$4.53M Buy
107,088
+7,890
+8% +$329K 2.11% 10
2025
Q1 		$4.17M Buy
99,198
+9,662
+11% +$403K 2.06% 11
2024
Q4 		$3.7M Buy
89,536
+3,467
+4% +$146K 1.87% 10
2024
Q3 		$3.72M Buy
86,069
+2,962
+4% +$126K 1.86% 11
2024
Q2 		$3.45M Buy
83,107
+1,042
+1% +$43.2K 1.85% 11
2024
Q1 		$3.44M Buy
82,065
+14,697
+22% +$617K 1.83% 11
2023
Q4 		$2.86M Buy
67,368
+10,991
+19% +$450K 1.78% 11
2023
Q3 		$2.28M Buy
56,377
+20,183
+56% +$832K 1.74% 10
2023
Q2 		$1.51M Buy
36,194
+21,401
+145% +$903K 1.2% 8
2023
Q1 		$629K Buy
14,793
+1,042
+8% +$44.1K 0.54% 13
2022
Q4 		$571K Buy
+13,751
New +$569K 0.51% 13

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
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
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Porter White Investment Advisors's DFCF Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 4.5% in Q2 2026, selling an estimated $253K and leaving 127,527 shares worth $5.38M. The position accounts for 2.07% of the portfolio, ranked #10.

Porter White Investment Advisors first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.16M in Q4 2025. 319 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Porter White Investment Advisors held 127,527 shares of Dimensional Core Fixed Income ETF worth $5.38M as of Q2 2026.
  • Porter White Investment Advisors sold 5,984 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $253K.
  • Dimensional Core Fixed Income ETF made up 2.07% of Porter White Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Porter White Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Porter White Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $6.16M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.