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 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	$1.93M	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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Sax Wealth Advisors's DFCF Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q2 2026, selling an estimated $1.79M and leaving 152,212 shares worth $6.43M. The position accounts for 0.26% of the portfolio, ranked #70.

Sax Wealth Advisors first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. The position peaked at $35.5M in Q1 2024. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Sax Wealth Advisors held 152,212 shares of Dimensional Core Fixed Income ETF worth $6.43M as of Q2 2026.
Sax Wealth Advisors sold 42,320 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.79M.
Dimensional Core Fixed Income ETF made up 0.26% of Sax Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Sax Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
Sax Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $35.5M in Q1 2024.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.