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

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

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. 509 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.
509 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.