Salomon & Ludwin’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Salomon & Ludwin’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	$162K	Hold	4,041	–	–	0.01%	190
2026 Q2	$170K	Hold	4,041	–	–	0.01%	189
2026 Q1	$171K	Sell	4,041 -259	-6%	-$11.1K	0.02%	180
2025 Q4	$183K	Hold	4,300	–	–	0.02%	174
2025 Q3	$184K	Buy	+4,300	New	+$182K	0.02%	171

Other funds holding DFCF

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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

Vise Technologies New York $12B AUM 18.78% 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

Salomon & Ludwin's DFCF Position: Q3 2026 in Review

Salomon & Ludwin held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q3 2026 at 4,041 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #190.

Salomon & Ludwin first reported a position in DFCF in Q3 2025 and has held it in 5 quarters since. The position peaked at $184K in Q3 2025. 307 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Salomon & Ludwin held 4,041 shares of Dimensional Core Fixed Income ETF worth $162K as of Q3 2026.
Salomon & Ludwin left its Dimensional Core Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Core Fixed Income ETF made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #190 holding.
Salomon & Ludwin first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Salomon & Ludwin's Dimensional Core Fixed Income ETF position peaked at $184K in Q3 2025.
307 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.