SWA
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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return