Williams & Novak’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Williams & Novak’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	$1.93M	Buy	48,003 +11,218	+30%	+$465K	1.14%	24
2026 Q2	$1.55M	Buy	36,785 +1,865	+5%	+$78.8K	1.03%	26
2026 Q1	$1.48M	Sell	34,920 -9,654	-22%	-$412K	1.1%	25
2025 Q4	$1.9M	Sell	44,574 -11,066	-20%	-$474K	1.43%	19
2025 Q3	$2.38M	Buy	55,640 +4,987	+10%	+$212K	1.83%	13
2025 Q2	$2.14M	Buy	50,653 +10,127	+25%	+$422K	1.82%	12
2025 Q1	$1.71M	Buy	40,526 +33,242	+456%	+$1.39M	1.67%	14
2024 Q4	$301K	Sell	7,284 -2,734	-27%	-$115K	0.29%	80
2024 Q3	$433K	Sell	10,018 -19	-0.2%	-$810	0.4%	66
2024 Q2	$417K	Buy	+10,037	New	+$416K	0.39%	60

Other funds holding DFCF

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Williams & Novak's DFCF Position: Q3 2026 in Review

Williams & Novak increased its Dimensional Core Fixed Income ETF (DFCF) stake by 30% in Q3 2026, buying an estimated $465K and bringing the position to 48,003 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #24.

Williams & Novak first reported a position in DFCF in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2025. 115 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Williams & Novak held 48,003 shares of Dimensional Core Fixed Income ETF worth $1.93M as of Q3 2026.
Williams & Novak bought 11,218 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $465K.
Dimensional Core Fixed Income ETF made up 1.14% of Williams & Novak's portfolio in Q3 2026, its #24 holding.
Williams & Novak first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Williams & Novak's Dimensional Core Fixed Income ETF position peaked at $2.38M in Q3 2025.
115 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.