Sax Wealth Advisors
DFCF icon

Sax Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Sax Wealth Advisors’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 		$4.1M Sell
102,304
-49,908
-33% -$2.07M 0.12% 122
2026
Q2 		$6.43M Sell
152,212
-42,320
-22% -$1.79M 0.26% 70
2026
Q1 		$8.28M Hold
194,532
– – 0.4% 45
2025
Q4 		$8.28M Sell
194,532
-57,825
-23% -$2.48M 0.39% 47
2025
Q3 		$10.8M Sell
252,357
-115,175
-31% -$4.89M 0.58% 29
2025
Q2 		$15.5M Sell
367,532
-327,678
-47% -$13.7M 0.94% 22
2025
Q1 		$29.2M Sell
695,210
-72,737
-9% -$3.03M 2.09% 11
2024
Q4 		$31.7M Sell
767,947
-26,582
-3% -$1.12M 2.48% 10
2024
Q3 		$34.3M Buy
794,529
+18,808
+2% +$802K 3.06% 9
2024
Q2 		$32.2M Sell
775,721
-69,601
-8% -$2.88M 3.07% 8
2024
Q1 		$35.5M Buy
845,322
+326,410
+63% +$13.7M 4.14% 7
2023
Q4 		$22M Buy
518,912
+128,227
+33% +$5.24M 3.59% 7
2023
Q3 		$15.8M Buy
390,685
+72,805
+23% +$3M 3.11% 8
2023
Q2 		$13.3M Buy
317,880
+104,994
+49% +$4.43M 2.64% 9
2023
Q1 		$9.05M Buy
212,886
+68,888
+48% +$2.91M 1.97% 13
2022
Q4 		$5.98M Buy
143,998
+96,987
+206% +$4.01M 1.38% 18
2022
Q3 		$1.92M Buy
47,011
+11,701
+33% +$508K 0.5% 39
2022
Q2 		$1.54M Buy
+35,310
New +$1.57M 0.39% 47

Other funds holding DFCF

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Sax Wealth Advisors's DFCF Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 33% in Q3 2026, selling an estimated $2.07M and leaving 102,304 shares worth $4.1M. The position accounts for 0.12% of the portfolio, ranked #122.

Sax Wealth Advisors first reported a position in DFCF in Q2 2022 and has held it in 18 quarters since. The position peaked at $35.5M in Q1 2024. 179 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Sax Wealth Advisors held 102,304 shares of Dimensional Core Fixed Income ETF worth $4.1M as of Q3 2026.
  • Sax Wealth Advisors sold 49,908 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $2.07M.
  • Dimensional Core Fixed Income ETF made up 0.12% of Sax Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • Sax Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Sax Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $35.5M in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.