Savant Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Savant Capital’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	$149M	Sell	3,530,102 -800,538	-18%	-$34.2M	0.72%	22
2025 Q4	$184M	Buy	4,330,640 +1,500,709	+53%	+$64.3M	1.05%	18
2025 Q3	$121M	Buy	2,829,931 +492,106	+21%	+$20.9M	0.73%	25
2025 Q2	$98.8M	Buy	2,337,825 +460,615	+25%	+$19.2M	0.71%	27
2025 Q1	$79M	Buy	1,877,210 +540,977	+40%	+$22.5M	0.67%	29
2024 Q4	$55.1M	Buy	1,336,233 +401,882	+43%	+$16.9M	0.43%	40
2024 Q3	$40.4M	Buy	934,351 +24,626	+3%	+$1.05M	0.33%	56
2024 Q2	$37.8M	Sell	909,725 -81,915	-8%	-$3.39M	0.38%	51
2024 Q1	$41.6M	Sell	991,640 -89,473	-8%	-$3.76M	0.48%	42
2023 Q4	$45.8M	Buy	1,081,113 +312,671	+41%	+$12.8M	0.59%	33
2023 Q3	$31M	Buy	768,442 +539,929	+236%	+$22.3M	0.46%	41
2023 Q2	$9.54M	Buy	228,513 +38,221	+20%	+$1.61M	0.15%	113
2023 Q1	$8.09M	Buy	+190,292	New	+$8.05M	0.15%	105

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 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

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

Savant Capital's DFCF Position: Q1 2026 in Review

Savant Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q1 2026, selling an estimated $34.2M and leaving 3,530,102 shares worth $149M. The position accounts for 0.72% of the portfolio, ranked #22.

Savant Capital first reported a position in DFCF in Q1 2023 and has held it in 13 quarters since. The position peaked at $184M in Q4 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Savant Capital held 3,530,102 shares of Dimensional Core Fixed Income ETF worth $149M as of Q1 2026.
Savant Capital sold 800,538 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $34.2M.
Dimensional Core Fixed Income ETF made up 0.72% of Savant Capital's portfolio in Q1 2026, its #22 holding.
Savant Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
Savant Capital's Dimensional Core Fixed Income ETF position peaked at $184M in Q4 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.