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

Winnow Wealth’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	$236K	Sell	5,870 -4,058	-41%	-$168K	0.16%	131
2026 Q2	$419K	Buy	+9,928	New	+$420K	0.28%	98
2026 Q1	–	Sell	-104	Closed	-$4.47K	–	232
2025 Q4	$4.47K	Buy	+104	New	+$4.46K	﹤0.01%	285

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winnow Wealth's DFCF Position: Q3 2026 in Review

Winnow Wealth reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 41% in Q3 2026, selling an estimated $168K and leaving 5,870 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #131.

Winnow Wealth first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q2 2026. 103 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Winnow Wealth held 5,870 shares of Dimensional Core Fixed Income ETF worth $236K as of Q3 2026.
Winnow Wealth sold 4,058 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $168K.
Dimensional Core Fixed Income ETF made up 0.16% of Winnow Wealth's portfolio in Q3 2026, its #131 holding.
Winnow Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
Winnow Wealth's Dimensional Core Fixed Income ETF position peaked at $419K in Q2 2026.
103 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.