Wealth Advisors Northwest’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Wealth Advisors Northwest’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	$4.36M	Buy	103,408 +3,851	+4%	+$163K	1.49%	13
2026 Q1	$4.2M	Buy	99,557 +8,856	+10%	+$378K	1.76%	12
2025 Q4	$3.86M	Buy	90,701 +4,000	+5%	+$171K	1.71%	12
2025 Q3	$3.71M	Buy	86,701 +17,485	+25%	+$742K	1.79%	12
2025 Q2	$2.93M	Buy	69,216 +15,242	+28%	+$636K	1.54%	13
2025 Q1	$2.27M	Buy	53,974 +3,192	+6%	+$133K	1.44%	13
2024 Q4	$2.1M	Buy	+50,782	New	+$2.14M	1.43%	18

Other funds holding DFCF

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

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

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Wealth Advisors Northwest increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.9% in Q2 2026, buying an estimated $163K and bringing the position to 103,408 shares worth $4.36M. The position accounts for 1.49% of the portfolio, ranked #13.

Wealth Advisors Northwest first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Wealth Advisors Northwest held 103,408 shares of Dimensional Core Fixed Income ETF worth $4.36M as of Q2 2026.
Wealth Advisors Northwest bought 3,851 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $163K.
Dimensional Core Fixed Income ETF made up 1.49% of Wealth Advisors Northwest's portfolio in Q2 2026, its #13 holding.
Wealth Advisors Northwest first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.