Winebrenner Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Winebrenner Capital Management’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	$5.01M	Sell	124,773 -10,614	-8%	-$440K	3.22%	6
2026 Q2	$5.71M	Sell	135,387 -14,087	-9%	-$595K	3.48%	3
2026 Q1	$6.31M	Sell	149,474 -4,682	-3%	-$200K	4.05%	3
2025 Q4	$6.56M	Buy	154,156 +3,858	+3%	+$165K	4.37%	2
2025 Q3	$6.43M	Buy	150,298 +13,728	+10%	+$582K	4.62%	1
2025 Q2	$5.77M	Buy	136,570 +26,603	+24%	+$1.11M	4.66%	1
2025 Q1	$4.63M	Buy	109,967 +13,369	+14%	+$557K	4.17%	2
2024 Q4	$3.99M	Buy	+96,598	New	+$4.07M	3.07%	5

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

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

Winebrenner Capital Management's DFCF Position: Q3 2026 in Review

Winebrenner Capital Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q3 2026, selling an estimated $440K and leaving 124,773 shares worth $5.01M. The position accounts for 3.22% of the portfolio, ranked #6.

Winebrenner Capital Management first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.56M in Q4 2025. 176 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Winebrenner Capital Management held 124,773 shares of Dimensional Core Fixed Income ETF worth $5.01M as of Q3 2026.
Winebrenner Capital Management sold 10,614 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $440K.
Dimensional Core Fixed Income ETF made up 3.22% of Winebrenner Capital Management's portfolio in Q3 2026, its #6 holding.
Winebrenner Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Winebrenner Capital Management's Dimensional Core Fixed Income ETF position peaked at $6.56M in Q4 2025.
176 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.