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 Q2	$53M	Buy	1,256,426 +14,582	+1%	+$616K	4.66%	8
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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

RW Investment Management's DFCF Position: Q2 2026 in Review

RW Investment Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q2 2026, buying an estimated $616K and bringing the position to 1,256,426 shares worth $53M. The position accounts for 4.66% of the portfolio, ranked #8.

RW Investment Management first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

RW Investment Management held 1,256,426 shares of Dimensional Core Fixed Income ETF worth $53M as of Q2 2026.
RW Investment Management bought 14,582 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $616K.
Dimensional Core Fixed Income ETF made up 4.66% of RW Investment Management's portfolio in Q2 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 14 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.