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 Q3	$13.2M	Buy	329,347 +20,397	+7%	+$845K	8.6%	6
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

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

SageOak Financial's DFCF Position: Q3 2026 in Review

SageOak Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.6% in Q3 2026, buying an estimated $845K and bringing the position to 329,347 shares worth $13.2M. The position accounts for 8.6% of the portfolio, ranked #6.

SageOak Financial first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

SageOak Financial held 329,347 shares of Dimensional Core Fixed Income ETF worth $13.2M as of Q3 2026.
SageOak Financial bought 20,397 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $845K.
Dimensional Core Fixed Income ETF made up 8.6% of SageOak Financial's portfolio in Q3 2026, its #6 holding.
SageOak Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.