Dimensional Core FixedDFCFETF

13F holders, Q2 2026 (June 30)
510holders +26
47new positions
21sold out
2famous investors
$42.21avg. 13F price*

At the end of Q2 2026, 510 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 26 from Q1 2026. 47 opened new positions and 21 sold out. The largest holders were Truepoint, Inc. ($568.9M), Prudential Financial Inc. ($543.5M) and Factory Mutual Insurance Co. ($426.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional Core Fixed Inc.
CUSIP
25434V872
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 282Q1 2024Q2 2024: 302Q2 2024Q3 2024: 318Q3 2024Q4 2024: 391Q4 2024Q1 2025: 403Q1 2025Q2 2025: 399Q2 2025Q3 2025: 409Q3 2025Q4 2025: 463Q4 2025Q1 2026: 484Q1 2026Q2 2026: 510Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$141.2M
Exits21$21.9M

All 13F filers, Q1 2026 → Q2 2026: 27,231,516 shares bought and 3,269,853 shares sold, net +23,961,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 510 holders

Truepoint, Inc. 11.87% Add +3.2% 13,477,146 $568.9M
Prudential Financial Inc. 0.59% Add +18.9% 12,875,670 $543.5M
Factory Mutual Insurance Co. 4.00% Add +122.4% 10,093,835 $426.1M
Petersen Hastings Wealth Advisors Inc. 17.42% Add +7.6% 4,918,874 $207.6M
Apella Capital, LLC 2.77% Add +5.9% 4,667,514 $196.1M
True Link Financial Advisors, LLC 10.83% Add +4.0% 4,435,777 $187.2M
Elser Financial Planning, Inc 8.08% Add +5.2% 4,417,313 $186.5M
Acropolis Investment Management, LLC 6.77% Add +17.1% 4,065,684 $171.6M
Beacon Pointe Advisors, LLC 0.77% Add +4.9% 3,897,346 $164.5M
Great Waters Wealth Management 14.99% Add +10.4% 3,833,555 $161.8M
Root Financial Partners, LLC 6.29% Add +18.0% 3,833,356 $161.8M
Vise Technologies, Inc. 1.76% Add +49.7% 3,679,427 $155.3M
OneDigital Investment Advisors LLC 1.24% Add +4.2% 3,476,475 $146.7M
F/m Investments LLC 7.32% Add +12.4% 3,413,260 $144.1M
Savant Capital, LLC 0.42% Reduce -3.7% 3,399,250 $143.5M
Beaird Harris Wealth Management, LLC 8.72% Add +2.1% 3,296,316 $139.1M
DiNuzzo Private Wealth, Inc. 11.51% Add +9.4% 2,757,601 $116.4M
Phillips Financial Management, LLC 8.04% Add +2.9% 2,598,931 $109.7M
Allworth Financial LP 0.46% Reduce -20.9% 2,575,681 $108.7M
Commonwealth Equity Services, LLC 0.11% Add +18.3% 2,127,154 $89.8M
Stratos Investment Management, LLC 3.16% Add +3.6% 2,069,549 $87.4M
WPWealth LLP 12.90% Add +3.1% 2,059,749 $86.9M
Core Wealth Management, Inc. 22.35% Add +6.4% 1,884,045 $79.5M
HighTower Advisors, LLC 0.07% Add +1.2% 1,785,768 $75.4M
Rather & Kittrell, Inc. 10.15% Add +8.0% 1,719,977 $72.6M
Market Street Wealth Management Advisors LLC 9.56% Add +3.3% 1,592,020 $67.2M
Creative Capital Management Investments LLC 14.56% Add +8.8% 1,495,183 $63.1M
Graves Light Lenhart Wealth, Inc. 5.44% Add +7.3% 1,382,349 $58.3M
GeoWealth Management, LLC 1.83% Add +3.6% 1,380,920 $58.3M
Pathstone Holdings, LLC 0.17% Add +0.7% 1,379,508 $58.2M
Betterment LLC 0.10% Add +7.6% 1,351,950 $57.1M
LPL Financial LLC 0.01% Add +14.1% 1,275,520 $53.8M
RW Investment Management LLC 4.66% Add +1.2% 1,256,426 $53.0M
Strathmore Capital Advisors, Inc. 14.06% Add +4.2% 1,254,034 $52.2M
Envestnet Asset Management Inc. 0.01% Add +23.2% 1,163,243 $49.1M
Heffernan Advisory, Inc. 40.58% Reduce -1.9% 1,148,842 $48.5M
Raymond James Financial Inc. 0.01% Add +7.6% 1,145,551 $48.4M
Citadel Advisors 0.03% Add +280.6% 1,109,928 $46.9M
Pure Financial Advisors, LLC 0.59% Add +3.9% 1,088,752 $46.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +50.4% 975,031 $41.2M
HBK Sorce Advisory LLC 0.80% Reduce -1.4% 979,852 $41.0M
Focus Partners Advisor Solutions, LLC 0.35% Add +27.3% 964,946 $40.7M
Ullmann Wealth Partners Group, LLC 3.65% Add +4.0% 950,483 $40.1M
Parkshore Wealth Management, Inc. 10.89% Add +22.6% 898,068 $37.9M
Great Oak Capital Partners, LLC 8.07% Add +9.9% 893,243 $37.3M
Annandale Capital, LLC 5.53% Add +1.5% 884,325 $37.3M
Bluespring Wealth Management, LLC 0.71% Add +38.3% 873,444 $36.9M
Royal Bank of Canada 0.01% Add +9.7% 866,442 $36.6M
Tencap Wealth Coaching, LLC 11.39% Add +7.5% 850,105 $35.9M
Meeder Advisory Services, Inc. 1.30% New 842,494 $35.6M
BCR Wealth Strategies, LLC 9.79% Add +9.9% 825,494 $34.8M
Aspen Capital Management, LLC 7.68% Add +0.2% 824,636 $34.8M
Opus Capital Group, LLC 3.31% Add +5.8% 809,244 $34.2M
HFM Investment Advisors, LLC 11.94% Add +2.3% 806,725 $34.1M
Hiley Hunt Wealth Management 12.63% Add +5.4% 757,059 $32.0M
Tillman Hartley LLC 7.04% Add +10.5% 742,314 $31.3M
Dynamic Advisor Solutions LLC 0.88% Reduce -0.4% 735,680 $31.1M
Ferguson Johnson Wealth Management Inc 22.58% Add +4.9% 733,815 $31.0M
TruNorth Capital Management, LLC 4.97% Add +15.6% 733,429 $31.0M
DAVENPORT & Co LLC 0.16% Add +37.4% 728,519 $30.8M
Leading Edge Financial Planning LLC 5.44% Add +13.8% 723,730 $30.5M
Susquehanna International Group, LLP 0.03% New 715,438 $30.2M
DecisionPoint Financial, LLC 5.47% Add +10.9% 701,524 $29.6M
Liberty Wealth Management LLC 3.60% No change 681,228 $28.8M
Regimen Wealth, LLC 7.62% Add +3.0% 669,870 $28.3M
Pioneer Wealth Management Group 6.76% Add +4.7% 663,083 $28.0M
Krilogy Financial LLC 0.81% Add +5.5% 646,124 $27.3M
Tassel Capital Management, Inc. 12.38% Reduce -7.6% 626,620 $26.4M
Alpha Financial Advisors, LLC 7.36% Add +14.3% 624,792 $26.4M
Sterling Wealth Management, Inc. 6.54% Add +3.2% 623,012 $26.3M
Assetmark, Inc. 0.04% Add +8.2% 597,541 $25.2M
Cetera Investment Advisers 0.02% Add +78.3% 588,020 $24.8M
Arax Advisory Partners 0.16% Add +300.5% 581,581 $24.5M
Note Advisors, LLC 10.60% Add +21.5% 579,174 $24.4M
Financial Plan, Inc. 2.31% Add +13.4% 576,998 $24.4M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 547,090 $23.2M
Verisail Partners, LLC 8.57% Add +4.3% 547,489 $23.1M
CFS Investment Advisory Services, LLC 1.53% Add +3.0% 544,478 $23.0M
Physician Wealth Solutions Inc. 8.69% Add +3.8% 542,729 $22.9M
Osaic Holdings, Inc. 0.03% Add +35.8% 541,118 $22.8M
Diversify Advisory Services, LLC 0.38% New 547,013 $22.8M
Diversify Wealth Management, LLC 0.38% Add +7.8% 547,013 $22.8M
AE Wealth Management LLC 0.11% Add +0.9% 538,163 $22.7M
Farther Finance Advisors, LLC 0.18% Reduce -14.6% 537,855 $22.7M
BCO Wealth Management LLC 12.21% Add +2.8% 530,572 $22.4M
Harbour Investments, Inc. 0.29% Add +6.2% 516,715 $21.8M
Aurelius Family Office LLC 8.42% Add +5.2% 506,366 $21.4M
Babb Wealth Advisors LLC 10.22% Add +8.6% 502,526 $21.2M
Moller Wealth Partners 3.80% Add +4.2% 497,866 $21.0M
Momentous Wealth Management, Inc. 10.57% Add +7.6% 488,859 $20.6M
Vermillion Wealth Management, Inc. 4.86% Reduce -2.3% 482,080 $20.3M
Chicago Partners Investment Group LLC 0.39% Add +9.4% 471,187 $19.5M
Truist Financial Corp. 0.02% Add +23.5% 455,846 $19.2M
Bannerman Wealth Management Group, LLC 11.03% Add +14.5% 447,697 $18.9M
Revolve Wealth Partners, LLC 1.94% Add +2.1% 442,818 $18.7M
Integrity Investment Advisors, LLC 8.09% Add +76.8% 440,497 $18.6M
Guardian Wealth Management, LLC 5.13% Add +7.4% 433,642 $18.3M
Blume Capital Management, Inc. 2.68% Reduce -6.4% 427,481 $18.0M
Bank of America Corp. 0.00% Add +10.1% 423,743 $17.9M
Dravo Bay LLC 6.09% Add +16.9% 416,839 $17.6M

"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.

Show all 510 holders