WN
DFCF icon

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
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

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Williams & Novak's DFCF Position: Q2 2026 in Review

Williams & Novak increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.3% in Q2 2026, buying an estimated $78.8K and bringing the position to 36,785 shares worth $1.55M. The position accounts for 1.03% of the portfolio, ranked #26.

Williams & Novak first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Williams & Novak held 36,785 shares of Dimensional Core Fixed Income ETF worth $1.55M as of Q2 2026.
  • Williams & Novak bought 1,865 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $78.8K.
  • Dimensional Core Fixed Income ETF made up 1.03% of Williams & Novak's portfolio in Q2 2026, its #26 holding.
  • Williams & Novak first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Williams & Novak's Dimensional Core Fixed Income ETF position peaked at $2.38M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.