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 |
| Alpha Financial Advisors, LLC | 2.32% | Add +10.5% | 117,210 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +193.0% | 117,083 | $4.9M |
| Annapolis Financial Services, LLC | 1.48% | Reduce -27.4% | 107,253 | $4.5M |
| Plan Group Financial, LLC | 2.81% | Add +15.0% | 102,188 | $4.3M |
| Applied Capital LLC | 2.53% | Add +11.6% | 101,685 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.0% | 100,597 | $4.2M |
| Midwest Heritage Bank, FSB | 2.19% | Add +19.9% | 99,219 | $4.2M |
| Hill Investment Group Partners, LLC | 0.58% | Reduce -14.1% | 98,596 | $4.1M |
| Crown Wealth Group, LLC | 2.10% | Add +7.6% | 97,143 | $4.1M |
| Pinion Investment Advisors, LLC | 2.09% | Add +0.8% | 96,159 | $4.0M |
| Vermillion & White Wealth Management Group, LLC | 3.18% | Add +6.3% | 94,904 | $4.0M |
| Raymond James & Associates | 0.00% | Add +162.3% | 93,389 | $3.9M |
| Lincoln National Corp. | 0.06% | Add +3.3% | 93,228 | $3.9M |
| Northwest Wealth Management, LLC | 1.04% | Add +10.4% | 90,600 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +27.0% | 89,792 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -78.0% | 87,269 | $3.7M |
| Safeguard Investment Advisory Group, LLC | 1.23% | Add +18.8% | 86,420 | $3.6M |
| HFG Wealth Management, LLC | 2.11% | Add +4.8% | 85,422 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.4% | 85,018 | $3.6M |
| Porter White Investment Advisors, Inc. | 1.83% | Add +21.8% | 82,065 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Reduce -0.3% | 80,732 | $3.4M |
| LVZ, Inc. | 0.46% | Add +6.4% | 80,487 | $3.4M |
| ERn Financial, LLC | 0.58% | Add +25.6% | 79,185 | $3.3M |
| Abel Hall, LLC | 2.48% | Add +3.0% | 78,936 | $3.3M |
| PFG Advisors | 0.24% | Add +0.3% | 77,587 | $3.3M |
| Herold Advisors, Inc. | 0.78% | Add +663.3% | 77,177 | $3.2M |
| Bay Harbor Wealth Management, LLC | 1.10% | Add +15.2% | 72,830 | $3.1M |
| Up Strategic Wealth Investment Advisors LLC | 4.96% | Add +2.3% | 72,231 | $3.0M |
| Farther Finance Advisors, LLC | 0.18% | Add +25.7% | 70,569 | $2.9M |
| Relative Value Partners Group, LLC | 0.17% | Add +7.8% | 62,026 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.9% | 62,307 | $2.6M |
| Mills Wealth Advisors LLC | 1.87% | Reduce -2.4% | 60,763 | $2.5M |
| LifePro Asset Management | 1.68% | New | 60,634 | $2.5M |
| Saxony Capital Management, LLC | 2.96% | Add +9.5% | 58,564 | $2.5M |
| Heritage Investment Group, Inc. | 0.33% | Add +4.6% | 58,555 | $2.5M |
| SC&H Financial Advisors, Inc. | 0.56% | Add +12.7% | 51,231 | $2.1M |
| Quantum Financial Advisors, LLC | 0.39% | Reduce -13.9% | 50,852 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +51.3% | 50,738 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +17.0% | 50,126 | $2.1M |
| Mariner, LLC | 0.00% | Add +66.7% | 50,009 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.9% | 49,176 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.1% | 48,199 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -6.1% | 48,199 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.76% | Add +32.8% | 47,855 | $2.0M |
| Cibc World Markets Corp. | 0.01% | Add +346.4% | 47,509 | $2.0M |
| MSH Capital Advisors LLC | 0.69% | New | 46,883 | $2.0M |
| Firethorn Wealth Partners, LLC | 1.15% | Reduce -25.3% | 46,712 | $2.0M |
| Arcadia Wealth Management, LLC | 1.20% | Add +1.4% | 46,378 | $2.0M |
| Parker Financial LLC | 1.07% | Add +52.0% | 45,052 | $1.9M |
| TAGStone Capital, Inc. | 1.09% | Add +89.0% | 44,418 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -46.9% | 45,044 | $1.8M |
| Morris Financial Concepts, Inc. | 0.92% | Add +3.8% | 43,088 | $1.8M |
| Forza Wealth Management, LLC | 0.94% | No change | 42,950 | $1.8M |
| LexAurum Advisors, LLC | 0.45% | Add +16.1% | 42,110 | $1.8M |
| Hilltop Holdings Inc. | 0.19% | New | 41,818 | $1.8M |
| Acropolis Investment Management, LLC | 0.11% | Add +7.0% | 40,997 | $1.7M |
| Aveo Capital Partners, LLC | 0.19% | Reduce -67.7% | 41,513 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | New | 40,705 | $1.7M |
| TCP Asset Management, LLC | 0.45% | Add +8.6% | 40,556 | $1.7M |
| Verus Financial Partners, Inc. | 0.20% | Add +0.1% | 40,453 | $1.7M |
| Creative Planning | 0.00% | Add +29.9% | 38,706 | $1.6M |
| RFG Advisory, LLC | 0.05% | Reduce -12.8% | 36,870 | $1.5M |
| B&D White Capital Company, LLC | 0.34% | Reduce -3.0% | 36,777 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | New | 34,864 | $1.5M |
| Foster Group, Inc. | 0.07% | New | 34,009 | $1.4M |
| Samalin Investment Counsel, LLC | 0.68% | Reduce -19.3% | 34,007 | $1.4M |
| Shearwater Capital LLC | 1.03% | Add +12.8% | 33,433 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.8% | 32,401 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +114.4% | 31,665 | $1.3M |
| Chico Wealth RIA | 1.24% | No change | 31,222 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 29,209 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.7% | 29,010 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +123.5% | 28,991 | $1.2M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -21.8% | 28,794 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.34% | Add +19.1% | 28,129 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.47% | No change | 28,000 | $1.2M |
| Bridge Advisory, LLC | 0.58% | Reduce -7.7% | 27,964 | $1.2M |
| IFG Advisory, LLC | 0.09% | Add +6.6% | 27,436 | $1.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.0% | 27,153 | $1.1M |
| Onyx Financial Advisors, LLC | 0.68% | Add +36.9% | 26,066 | $1.1M |
| Simplicity Wealth,LLC | 0.03% | New | 25,742 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.37% | Reduce -47.1% | 23,088 | $979K |
| Oceanside Advisors LLC | 0.79% | Reduce -4.6% | 22,685 | $952K |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +11.5% | 22,094 | $927K |
| American Investment Services, Inc. | 0.16% | Add +14.0% | 21,550 | $904K |
| Triune Financial Partners, LLC | 0.31% | Add +0.7% | 21,495 | $902K |
| Global Trust Asset Management, LLC | 0.36% | Reduce -2.3% | 21,150 | $887K |
| Spire Wealth Management | 0.02% | Reduce -6.4% | 21,019 | $882K |
| Elite Life Management LLC | 4.31% | Add +43.8% | 20,988 | $880K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.5% | 20,909 | $877K |
| Cherry Tree Wealth Management, LLC | 0.21% | Add +9.6% | 20,140 | $845K |
| Cetera Investment Advisers | 0.00% | Add +186.3% | 20,010 | $839K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +148.6% | 19,359 | $812K |
| Family Capital Management, Inc. | 0.55% | Add +37.3% | 18,940 | $795K |
| Aspen Wealth Management LLC | 0.29% | Add +172.2% | 17,911 | $751K |
| Pine Harbor Wealth Management, LLC | 0.46% | Add +3.4% | 17,424 | $731K |
| Investment Advisory Group, LLC | 0.29% | Add +29.3% | 16,816 | $705K |
| Leading Edge Financial Planning LLC | 0.31% | Add +8.4% | 16,713 | $701K |
| Modera Wealth Management, LLC | 0.01% | Add +1.1% | 16,259 | $682K |
| Copperleaf Capital, LLC | 0.59% | Reduce -53.8% | 16,207 | $680K |
| Elevate Wealth Advisory, Inc. | 0.58% | Reduce -4.9% | 15,835 | $664K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.0% | 15,493 | $650K |
| Builder Investment Group Inc. | 0.19% | Add +7.1% | 15,469 | $649K |
| Financial Symmetry Inc | 0.57% | New | 15,427 | $647K |
| Diversified Portfolios, Inc. | 0.09% | Add +154.5% | 15,398 | $646K |
| Canopy Partners, LLC | 0.29% | New | 14,348 | $602K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +6.3% | 14,292 | $600K |
| Beacon Financial Advisory LLC | 0.28% | Reduce -0.5% | 13,856 | $581K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.8% | 13,643 | $572K |
| Five Oceans Advisors | 0.28% | Reduce -17.6% | 13,189 | $553K |
| Beta Wealth Group, Inc. | 0.26% | Add +12.5% | 12,710 | $533K |
| IFP Advisors, Inc | 0.02% | Reduce -7.2% | 12,484 | $524K |
| Sigma Planning Corp | 0.02% | Add +131.1% | 12,369 | $519K |
| Lam Group, Inc. | 0.41% | Add +1650.4% | 11,990 | $503K |
| Drive Wealth Management, LLC | 0.14% | Reduce -16.9% | 11,693 | $491K |
| Forthright Family Wealth Advisory LLC | 0.33% | Add +17.9% | 11,636 | $488K |
| Geometric Wealth Advisors | 0.11% | Reduce -5.5% | 10,893 | $457K |
| Renaissance Technologies | 0.00% | Reduce -12.8% | 10,700 | $449K |
| Penney Financial, LLC | 0.33% | Add +23.2% | 10,555 | $443K |
| ML & R Wealth Management LLC | 0.10% | Reduce -4.8% | 10,002 | $420K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,720 | $408K |
| Parkside Financial Bank & Trust | 0.06% | No change | 9,022 | $378K |
| Schulz Wealth, LTD. | 0.31% | New | 8,677 | $364K |
| Apollon Wealth Management, LLC | 0.01% | New | 8,567 | $359K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +8.0% | 8,778 | $358K |
| Burton Enright Welch | 0.08% | Reduce -16.1% | 8,358 | $351K |
| Wealth Dimensions Group, Ltd. | 0.10% | New | 8,240 | $346K |
| Andrews, Lucia Wealth Management LLC | 0.23% | Reduce -0.3% | 7,779 | $326K |
| Awm Capital, LLC | 0.05% | New | 7,745 | $325K |
| C M Bidwell & Associates Ltd. | 0.22% | Add +169.5% | 7,548 | $317K |
| Forum Private Client Group LLC | 0.15% | Add +0.4% | 7,541 | $316K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -1.5% | 7,314 | $307K |
| Eaton-Cambridge Inc. | 0.16% | Add +2.2% | 7,200 | $302K |
| Matisse Capital | 0.15% | No change | 7,200 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.4% | 7,119 | $297K |
| City State Bank | 0.13% | New | 7,000 | $294K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -79.3% | 7,006 | $294K |
| Acorn Creek Capital LLC | 0.18% | Add +2.1% | 6,912 | $290K |
| 25 LLC | 0.14% | Add +8.4% | 6,579 | $276K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 6,506 | $273K |
| US Bancorp \de | 0.00% | New | 6,156 | $258K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,095 | $256K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +14.6% | 5,867 | $246K |
| Sepio Capital, LP | 0.02% | New | 5,734 | $241K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -2.4% | 5,677 | $238K |
| Security Financial Services, INC. | 0.05% | Add +16.0% | 5,510 | $231K |
| Able Wealth Management LLC | 0.20% | Add +17.7% | 5,487 | $230K |
| Savvy Advisors, Inc. | 0.13% | New | 5,453 | $229K |
| Coston, McIsaac & Partners | 0.07% | Add +512.4% | 5,450 | $228K |
| Founders Financial Securities LLC | 0.02% | New | 5,102 | $214K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 5,094 | $214K |
| Kathleen S. Wright Associates Inc. | 0.09% | No change | 4,800 | $201K |
| Gemmer Asset Management LLC | 0.02% | Reduce -15.4% | 4,793 | $201K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -42.8% | 4,225 | $177K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,068 | $171K |
| Aspire Private Capital, LLC | 0.04% | Add +555.9% | 3,909 | $164K |
| WealthShield Partners, LLC | 0.03% | Reduce -77.4% | 3,708 | $156K |
| Grand Wealth Management, LLC | 0.06% | Add +48.3% | 3,070 | $129K |
| Aspire Wealth Management Corp | 0.07% | Add +12.4% | 2,717 | $114K |
| Comerica Bank | 0.00% | No change | 2,315 | $97K |
| Mendota Financial Group, LLC | 0.05% | Add +0.5% | 2,222 | $93K |
| Global Retirement Partners, LLC | 0.00% | New | 2,026 | $85K |
| Morgan Stanley | 0.00% | Reduce -37.9% | 1,519 | $64K |
| Blue Trust, Inc. | 0.00% | Add +101.1% | 1,456 | $61K |
| Howe & Rusling Inc. | 0.00% | New | 1,205 | $51K |
| Colonial Trust Co / SC | 0.01% | Reduce -11.5% | 1,200 | $50K |
| Balefire, LLC | 0.01% | New | 748 | $31K |
| Geneos Wealth Management Inc. | 0.00% | New | 719 | $30K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 616 | $26K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -29.9% | 598 | $25K |
| Mather Group, Llc. | 0.00% | New | 573 | $24K |
| Cwm, LLC | 0.00% | Reduce -54.8% | 581 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | New | 519 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 374 | $16K |
| Creative Financial Designs Inc. | 0.00% | Reduce -57.1% | 150 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 97 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 27 | $1K |
| TFC Financial Management, Inc. | 0.00% | New | 16 | $676 |
| Angeles Wealth Management, LLC | 0.00% | New | 9 | $378 |
| FMR LLC | 0.00% | Add +400.0% | 5 | $210 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $29 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.