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SC&H Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SC&H Financial 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 		$11.1M Buy
275,940
+24,625
+10% +$1.02M 1.53% 15
2026
Q2 		$10.6M Buy
251,315
+23,738
+10% +$1M 1.41% 17
2026
Q1 		$9.61M Buy
227,577
+29,856
+15% +$1.27M 1.45% 17
2025
Q4 		$8.42M Buy
197,721
+70,893
+56% +$3.04M 1.3% 17
2025
Q3 		$5.42M Buy
126,828
+18,177
+17% +$771K 0.88% 20
2025
Q2 		$4.59M Buy
108,651
+5,513
+5% +$230K 0.78% 21
2025
Q1 		$4.34M Buy
103,138
+11,238
+12% +$468K 0.85% 21
2024
Q4 		$3.79M Buy
91,900
+20,337
+28% +$856K 0.78% 23
2024
Q3 		$3.09M Buy
71,563
+18,583
+35% +$792K 0.68% 24
2024
Q2 		$2.2M Buy
52,980
+1,749
+3% +$72.5K 0.54% 31
2024
Q1 		$2.15M Buy
51,231
+5,784
+13% +$243K 0.56% 30
2023
Q4 		$1.93M Buy
45,447
+13,417
+42% +$549K 0.56% 31
2023
Q3 		$1.29M Buy
32,030
+7,558
+31% +$312K 0.43% 37
2023
Q2 		$1.02M Buy
24,472
+15,834
+183% +$668K 0.34% 55
2023
Q1 		$367K Sell
8,638
-6,284
-42% -$266K 0.13% 103
2022
Q4 		$620K Sell
14,922
-5,727
-28% -$237K 0.26% 76
2022
Q3 		$845K Buy
20,649
+5,680
+38% +$247K 0.42% 50
2022
Q2 		$653K Buy
+14,969
New +$664K 0.3% 67

Other funds holding DFCF

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

SC&H Financial Advisors's DFCF Position: Q3 2026 in Review

SC&H Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.8% in Q3 2026, buying an estimated $1.02M and bringing the position to 275,940 shares worth $11.1M. The position accounts for 1.53% of the portfolio, ranked #15.

SC&H Financial Advisors first reported a position in DFCF in Q2 2022 and has held it in 18 quarters since. 68 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • SC&H Financial Advisors held 275,940 shares of Dimensional Core Fixed Income ETF worth $11.1M as of Q3 2026.
  • SC&H Financial Advisors bought 24,625 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.02M.
  • Dimensional Core Fixed Income ETF made up 1.53% of SC&H Financial Advisors's portfolio in Q3 2026, its #15 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 68 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.