Dimensional Core FixedDFCFETF
13F holders, Q1 2024 (March 31)282holders
2famous investors
$41.93avg. 13F price*
At the end of Q1 2024, 282 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings. The largest holders were Truepoint, Inc. ($417.0M), HBK Sorce Advisory LLC ($291.7M) and Beaird Harris Wealth Management, LLC ($110.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $92.0M |
| Exits | 11 | $6.5M |
Ownership 282 holders
| Truepoint, Inc. | 11.85% | Add +6.5% | 9,939,422 | $417.0M |
| HBK Sorce Advisory LLC | 10.30% | Add +4.6% | 6,953,343 | $291.7M |
| Beaird Harris Wealth Management, LLC | 10.74% | Add +4.9% | 2,625,985 | $110.2M |
| WPWealth LLP | 24.60% | Add +10.1% | 2,269,704 | $95.2M |
| OneDigital Investment Advisors LLC | 1.24% | Add +36.5% | 1,876,728 | $78.7M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.2% | 1,759,373 | $73.8M |
| DiNuzzo Private Wealth, Inc. | 9.87% | Add +5.4% | 1,743,978 | $73.2M |
| Baker Avenue Asset Management, LP | 2.82% | Add +4.6% | 1,739,028 | $73.0M |
| Pathstone Holdings, LLC | 0.33% | Add +1.8% | 1,659,542 | $69.6M |
| Great Waters Wealth Management | 10.34% | Add +19.8% | 1,508,421 | $63.3M |
| HighTower Advisors, LLC | 0.09% | Add +163.0% | 1,330,924 | $55.8M |
| Allworth Financial LP | 0.38% | Reduce -0.8% | 1,286,722 | $54.0M |
| Core Wealth Management, Inc. | 22.31% | Add +30.6% | 1,226,303 | $51.4M |
| Apella Capital, LLC | 2.49% | Add +3.0% | 1,184,046 | $49.4M |
| Market Street Wealth Management Advisors LLC | 7.50% | Add +7.0% | 1,017,586 | $42.7M |
| Savant Capital, LLC | 0.48% | Reduce -8.3% | 991,640 | $41.6M |
| RW Investment Management LLC | 5.59% | Add +6.1% | 956,835 | $40.1M |
| Jane Street Group, LLC | 0.05% | Reduce -32.6% | 918,778 | $38.5M |
| Sequoia Financial Advisors, LLC | 0.46% | Reduce -27.9% | 881,494 | $37.0M |
| LPL Financial LLC | 0.02% | Add +113.7% | 849,067 | $35.6M |
| Sax Wealth Advisors, LLC | 4.14% | Add +62.9% | 845,322 | $35.5M |
| Pure Financial Advisors, LLC | 1.06% | Add +3.7% | 807,279 | $33.9M |
| Annandale Capital, LLC | 7.34% | Add +4.4% | 774,131 | $32.5M |
| Ullmann Wealth Partners Group, LLC | 4.80% | Add +5.0% | 768,858 | $32.3M |
| Creative Capital Management Investments LLC | 15.22% | Add +10.8% | 702,028 | $29.5M |
| Grunden Financial Advisory, Inc. | 15.28% | Add +1.5% | 684,885 | $28.7M |
| Integrated Wealth Concepts LLC | 0.42% | Add +7.4% | 684,047 | $28.7M |
| Rather & Kittrell, Inc. | 8.16% | Add +23.1% | 650,640 | $27.3M |
| Phillips Financial Management, LLC | 2.22% | Add +20.2% | 646,207 | $27.1M |
| Arax Advisory Partners | 2.79% | Add +4.4% | 631,253 | $26.5M |
| Rational Advisors, Inc. | 2.48% | Reduce -31.3% | 624,190 | $26.2M |
| Mattern Wealth Management LLC | 6.02% | Reduce -5.7% | 589,552 | $24.7M |
| Betterment LLC | 0.07% | Add +120.9% | 583,236 | $24.5M |
| Root Financial Partners, LLC | 7.04% | Add +6.3% | 566,125 | $23.7M |
| Dynamic Advisor Solutions LLC | 0.78% | Add +15.9% | 551,660 | $23.1M |
| Great Oak Capital Partners, LLC | 9.40% | Add +10.1% | 505,052 | $21.2M |
| BCR Wealth Strategies, LLC | 13.87% | Add +0.1% | 488,569 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +16.4% | 470,424 | $19.7M |
| RCS Financial Planning, LLC | 12.02% | Reduce -14.1% | 465,427 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -40.1% | 459,782 | $19.3M |
| Hiley Hunt Wealth Management | 12.54% | Add +9.7% | 456,051 | $19.1M |
| DecisionPoint Financial, LLC | 7.60% | Add +8.1% | 466,936 | $19.1M |
| Spinnaker Investment Group, LLC | 5.36% | Add +10.3% | 454,688 | $19.1M |
| Hemington Wealth Management | 6.70% | Add +11.9% | 441,011 | $18.5M |
| Rise Advisors, LLC | 9.61% | Add +3.4% | 429,904 | $18.0M |
| CFS Investment Advisory Services, LLC | 3.01% | Reduce -4.8% | 426,414 | $17.9M |
| Stratos Investment Management, LLC | 1.71% | New | 416,772 | $17.5M |
| AE Wealth Management LLC | 0.19% | Reduce -29.8% | 399,178 | $16.7M |
| Corient Private Wealth LP | 0.03% | Add +5.0% | 397,372 | $16.7M |
| Graves Light Lenhart Wealth, Inc. | 1.86% | Add +23.1% | 383,151 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 381,817 | $16.0M |
| Forum Financial Management, LP | 0.27% | Reduce -10.4% | 374,969 | $15.7M |
| BetterWealth, LLC | 5.02% | Add +4.3% | 367,135 | $15.4M |
| Ruedi Wealth Management, Inc. | 6.44% | Reduce -11.3% | 364,965 | $15.3M |
| Tillman Hartley LLC | 4.67% | Add +0.3% | 323,664 | $13.6M |
| Moller Wealth Partners | 3.61% | New | 317,677 | $13.3M |
| Financial Synergies Wealth Advisors, Inc. | 1.74% | Reduce -71.7% | 315,591 | $13.2M |
| Krilogy Financial LLC | 1.00% | Add +7.1% | 310,716 | $13.0M |
| Client 1ST Advisory Group, LLC | 5.79% | Add +8.6% | 307,336 | $12.9M |
| Assetmark, Inc. | 0.04% | Reduce -2.8% | 304,054 | $12.8M |
| Liberty Wealth Management LLC | 2.40% | Add +0.5% | 293,323 | $12.3M |
| Citadel Advisors | 0.01% | New | 276,054 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +29.4% | 272,792 | $11.4M |
| FirstPurpose Wealth LLC | 3.95% | Add +11.2% | 263,609 | $10.9M |
| Asset Planning Corporation | 7.88% | Add +37.2% | 257,293 | $10.8M |
| PBMares Wealth Management LLC | 2.78% | Add +48.3% | 254,247 | $10.7M |
| New Capital Management LP | 3.08% | Add +6.1% | 245,723 | $10.3M |
| Divergent Planning, LLC | 4.11% | Reduce -25.2% | 233,488 | $9.7M |
| WMS Partners, LLC | 0.67% | Add +1.1% | 230,649 | $9.7M |
| Summit X, LLC | 2.46% | New | 228,941 | $9.6M |
| NewEdge Advisors, LLC | 0.08% | Add +70.9% | 219,366 | $9.2M |
| Pioneer Wealth Management Group | 5.18% | New | 215,981 | $9.1M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +3.4% | 209,455 | $8.8M |
| Heritage Wealth Management, Inc./Texas | 5.40% | Add +7.7% | 198,359 | $8.3M |
| Sowell Financial Services LLC | 0.39% | Add +4.3% | 196,978 | $8.3M |
| Austin Wealth Management, LLC | 2.04% | Add +1.4% | 199,146 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +107.5% | 196,322 | $8.2M |
| Legacy Financial Group, Inc. | 3.10% | Add +22.5% | 188,023 | $7.9M |
| Sutton Place Investors LLC | 3.88% | Add +164.5% | 186,925 | $7.8M |
| Essential Planning, LLC. | 3.90% | Add +0.8% | 183,600 | $7.8M |
| Chicago Partners Investment Group LLC | 0.32% | Add +8.8% | 184,203 | $7.6M |
| SJS Investment Consulting Inc. | 1.50% | Add +7.2% | 179,573 | $7.5M |
| Meredith Wealth Planning | 4.10% | Add +16.1% | 175,272 | $7.4M |
| Ledgewood Wealth Advisors, LLC | 6.57% | Add +5.8% | 168,506 | $7.1M |
| Concord Wealth Partners | 1.27% | Add +1.6% | 167,837 | $7.0M |
| GeoWealth Management, LLC | 0.27% | New | 167,700 | $7.0M |
| SageView Advisory Group, LLC | 0.35% | New | 165,399 | $6.9M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -32.9% | 165,251 | $6.9M |
| Collective Family Office LLC | 2.23% | Add +28.6% | 163,671 | $6.9M |
| FinDec Wealth Services, Inc. | 4.21% | Reduce -2.5% | 159,698 | $6.7M |
| Toronto Dominion Bank | 0.01% | Reduce -46.6% | 150,000 | $6.3M |
| Hutchens & Kramer Investment Management Group, LLC | 3.64% | Add +8.4% | 147,515 | $6.2M |
| Ancora Advisors LLC | 0.14% | Reduce -11.8% | 141,281 | $5.9M |
| Physician Wealth Solutions Inc. | 4.83% | Add +53.4% | 137,216 | $5.8M |
| BCU Wealth Advisors, LLC | 4.67% | Add +22.9% | 131,069 | $5.5M |
| Wealthspan Partners, LLC | 3.21% | Add +11.2% | 129,686 | $5.4M |
| CGN Advisors LLC | 0.68% | Add +2.9% | 127,440 | $5.3M |
| Blume Capital Management, Inc. | 1.29% | Add +1.4% | 125,950 | $5.3M |
| Acorn Wealth Advisors, LLC | 2.70% | Add +40.1% | 123,254 | $5.2M |
| Stifel Financial Corp. | 0.01% | No change | 122,400 | $5.1M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.