Tradewinds LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Tradewinds LLC’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	$3.59M	Buy	+1,561	New	+$66K	0.81%	35
2026 Q1	–	Sell	-216,388	Closed	-$9.21M	–	171
2025 Q4	$9.21M	Buy	216,388 +117,172	+118%	+$5.02M	2.2%	12
2025 Q3	$4.24M	Buy	+99,216	New	+$4.21M	1.03%	28
2025 Q2	–	Sell	-30,204	Closed	-$1.27M	–	123
2025 Q1	$1.27M	Buy	+30,204	New	+$1.26M	0.36%	58

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

Tradewinds LLC's DFCF Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 1,561 shares worth $3.59M. The stake represents 0.81% of the portfolio and ranks #35 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in DFCF as recently as Q4 2025.

Tradewinds LLC first reported a position in DFCF in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.21M in Q4 2025. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Tradewinds LLC held 1,561 shares of Dimensional Core Fixed Income ETF worth $3.59M as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Tradewinds LLC position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.81% of Tradewinds LLC's portfolio in Q2 2026, its #35 holding.
Tradewinds LLC first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 4 quarters since.
Tradewinds LLC's Dimensional Core Fixed Income ETF position peaked at $9.21M in Q4 2025.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.