Schwarz Dygos Wheeler Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q1	$5.33M	Buy	126,183 +7,748	+7%	+$331K	1.11%	21
2025 Q4	$5.04M	Buy	118,435 +1,387	+1%	+$59.4K	1.04%	21
2025 Q3	$5M	Buy	117,048 +19,308	+20%	+$819K	1.06%	23
2025 Q2	$4.13M	Buy	97,740 +14,666	+18%	+$612K	0.94%	28
2025 Q1	$3.49M	Buy	83,074 +9,314	+13%	+$388K	0.83%	30
2024 Q4	$3.04M	Buy	73,760 +3,478	+5%	+$146K	0.75%	30
2024 Q3	$3.04M	Buy	70,282 +37,680	+116%	+$1.61M	0.76%	29
2024 Q2	$1.35M	Buy	32,602 +4,473	+16%	+$185K	0.36%	55
2024 Q1	$1.18M	Buy	28,129 +4,506	+19%	+$189K	0.33%	57
2023 Q4	$1M	Buy	23,623 +4,061	+21%	+$166K	0.31%	60
2023 Q3	$790K	Buy	19,562 +4,079	+26%	+$168K	0.27%	60
2023 Q2	$646K	Buy	15,483 +10,326	+200%	+$436K	0.21%	72
2023 Q1	$219K	Buy	+5,157	New	+$218K	0.08%	125

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $1.73B AUM 9.28% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFCF Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.5% in Q1 2026, buying an estimated $331K and bringing the position to 126,183 shares worth $5.33M. The position accounts for 1.11% of the portfolio, ranked #21.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFCF in Q1 2023 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 126,183 shares of Dimensional Core Fixed Income ETF worth $5.33M as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors bought 7,748 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $331K.
Dimensional Core Fixed Income ETF made up 1.11% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #21 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
482 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.