RIM
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RW Investment Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

RW Investment 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 		$52.4M Buy
+1,241,844
New +$53M 5.07% 8
2025
Q3 		$49.7M Buy
1,161,912
+86,559
+8% +$3.67M 5.12% 8
2025
Q2 		$45.4M Sell
1,075,353
-4,060
-0.4% -$169K 5.06% 8
2025
Q1 		$45.4M Buy
1,079,413
+34,304
+3% +$1.43M 5.58% 8
2024
Q4 		$43.1M Buy
1,045,109
+9,140
+0.9% +$385K 5.26% 8
2024
Q3 		$44.7M Buy
1,035,969
+48,562
+5% +$2.07M 5.57% 8
2024
Q2 		$41M Buy
987,407
+30,572
+3% +$1.27M 5.55% 8
2024
Q1 		$40.1M Buy
956,835
+55,285
+6% +$2.32M 5.59% 8
2023
Q4 		$38.2M Buy
901,550
+78,217
+10% +$3.2M 5.83% 8
2023
Q3 		$33.2M Buy
823,333
+132,103
+19% +$5.45M 6.04% 7
2023
Q2 		$28.8M Buy
691,230
+133,106
+24% +$5.62M 5.98% 7
2023
Q1 		$23.7M Buy
558,124
+134,918
+32% +$5.7M 6.6% 6
2022
Q4 		$17.6M Buy
+423,206
New +$17.5M 6.91% 5

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
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

RW Investment Management's DFCF Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q1 2026: 1,241,844 shares worth $52.4M. The stake represents 5.07% of the portfolio and ranks #8 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFCF as recently as Q3 2025.

RW Investment Management first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • RW Investment Management held 1,241,844 shares of Dimensional Core Fixed Income ETF worth $52.4M as of Q1 2026.
  • Dimensional Core Fixed Income ETF was a new RW Investment Management position in Q1 2026.
  • Dimensional Core Fixed Income ETF made up 5.07% of RW Investment Management's portfolio in Q1 2026, its #8 holding.
  • RW Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.