SageOak Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SageOak Financial’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	$13M	Buy	308,950 +14,414	+5%	+$609K	8.48%	6
2026 Q1	$12.4M	Buy	294,536 +6,966	+2%	+$297K	8.74%	5
2025 Q4	$12.2M	Buy	287,570 +11,492	+4%	+$492K	8.86%	6
2025 Q3	$11.8M	Buy	276,078 +25,238	+10%	+$1.07M	8.68%	6
2025 Q2	$10.6M	Buy	250,840 +1,437	+0.6%	+$59.9K	8.48%	6
2025 Q1	$10.5M	Buy	249,403 +68,716	+38%	+$2.86M	9.3%	5
2024 Q4	$7.46M	Buy	+180,687	New	+$7.61M	6.81%	6

Other funds holding DFCF

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

SageOak Financial's DFCF Position: Q2 2026 in Review

SageOak Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.9% in Q2 2026, buying an estimated $609K and bringing the position to 308,950 shares worth $13M. The position accounts for 8.48% of the portfolio, ranked #6.

SageOak Financial first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

SageOak Financial held 308,950 shares of Dimensional Core Fixed Income ETF worth $13M as of Q2 2026.
SageOak Financial bought 14,414 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $609K.
Dimensional Core Fixed Income ETF made up 8.48% of SageOak Financial's portfolio in Q2 2026, its #6 holding.
SageOak Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.