Dimensional Core FixedDFCFETF
13F holders, Q2 2024 (June 30)302holders +20
27new positions
15sold out
1famous investor
$41.28avg. 13F price*
At the end of Q2 2024, 302 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 20 from Q1 2024. 27 opened new positions and 15 sold out. The largest holders were Truepoint, Inc. ($426.6M), HBK Sorce Advisory LLC ($318.1M) and Elser Financial Planning, Inc ($129.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $36.0M |
| Exits | 15 | $21.9M |
All 13F filers, Q1 2024 → Q2 2024: 8,936,768 shares bought and 2,977,309 shares sold, net +5,959,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Truepoint, Inc. | 12.17% | Add +3.3% | 10,270,744 | $426.6M |
| HBK Sorce Advisory LLC | 11.12% | Add +10.2% | 7,658,779 | $318.1M |
| Elser Financial Planning, Inc | 21.55% | — | 3,104,999 | $129.0M |
| Beaird Harris Wealth Management, LLC | 10.86% | Add +5.8% | 2,778,192 | $115.4M |
| WPWealth LLP | 24.22% | Add +6.4% | 2,414,612 | $100.3M |
| OneDigital Investment Advisors LLC | 1.20% | Add +22.9% | 2,306,733 | $95.8M |
| Baker Avenue Asset Management, LP | 2.55% | Add +3.7% | 1,803,167 | $74.9M |
| Great Waters Wealth Management | 11.41% | Add +19.2% | 1,798,026 | $74.7M |
| DiNuzzo Private Wealth, Inc. | 9.98% | Add +2.0% | 1,779,536 | $73.9M |
| Pathstone Holdings, LLC | 0.32% | Add +1.9% | 1,691,037 | $70.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -11.4% | 1,558,948 | $64.8M |
| Apella Capital, LLC | 2.77% | Add +25.0% | 1,480,368 | $62.0M |
| Core Wealth Management, Inc. | 22.75% | Add +10.1% | 1,349,572 | $56.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -0.6% | 1,323,254 | $55.0M |
| Allworth Financial LP | 0.34% | Reduce -1.3% | 1,269,939 | $53.2M |
| Dynamic Advisor Solutions LLC | 1.64% | Add +126.6% | 1,249,998 | $51.9M |
| Market Street Wealth Management Advisors LLC | 7.61% | Add +4.9% | 1,067,301 | $44.3M |
| Sequoia Financial Advisors, LLC | 0.52% | Add +17.7% | 1,037,436 | $43.1M |
| RW Investment Management LLC | 5.55% | Add +3.2% | 987,407 | $41.0M |
| Savant Capital, LLC | 0.38% | Reduce -8.3% | 909,725 | $37.8M |
| LPL Financial LLC | 0.02% | Add +2.5% | 870,014 | $36.1M |
| Pure Financial Advisors, LLC | 0.96% | Add +2.8% | 829,664 | $34.5M |
| Ullmann Wealth Partners Group, LLC | 4.78% | Add +5.0% | 807,084 | $33.5M |
| Annandale Capital, LLC | 6.91% | Add +3.2% | 798,946 | $33.2M |
| Creative Capital Management Investments LLC | 15.84% | Add +11.8% | 784,889 | $32.6M |
| Sax Wealth Advisors, LLC | 3.07% | Reduce -8.2% | 775,721 | $32.2M |
| Rather & Kittrell, Inc. | 8.85% | Add +19.0% | 774,373 | $32.2M |
| Jane Street Group, LLC | 0.03% | Reduce -16.2% | 769,940 | $32.0M |
| Phillips Financial Management, LLC | 2.47% | Add +11.6% | 720,882 | $29.9M |
| Grunden Financial Advisory, Inc. | 15.24% | Add +2.6% | 702,503 | $29.2M |
| Assetmark, Inc. | 0.09% | Add +123.2% | 678,485 | $28.2M |
| Stratos Investment Management, LLC | 2.33% | Add +62.3% | 676,533 | $28.1M |
| Root Financial Partners, LLC | 6.57% | Add +19.4% | 675,973 | $28.1M |
| Betterment LLC | 0.07% | Add +14.0% | 664,878 | $27.6M |
| Arax Advisory Partners | 2.67% | Add +4.5% | 659,686 | $27.4M |
| RCS Financial Planning, LLC | 15.10% | Add +32.4% | 616,426 | $25.6M |
| Rational Advisors, Inc. | 2.46% | Reduce -5.3% | 591,372 | $24.6M |
| Great Oak Capital Partners, LLC | 8.93% | Add +10.5% | 557,955 | $23.7M |
| Mattern Wealth Management LLC | 5.57% | Reduce -5.3% | 558,106 | $23.2M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +12.7% | 529,938 | $22.0M |
| Hemington Wealth Management | 7.06% | Add +14.3% | 503,857 | $20.9M |
| BCR Wealth Strategies, LLC | 13.59% | Add +2.9% | 502,862 | $20.9M |
| DecisionPoint Financial, LLC | 6.97% | Add +5.3% | 491,515 | $20.8M |
| Graves Light Lenhart Wealth, Inc. | 2.28% | Add +25.9% | 482,440 | $19.9M |
| Hiley Hunt Wealth Management | 12.30% | Add +5.1% | 479,156 | $19.9M |
| Spinnaker Investment Group, LLC | 5.46% | Add +5.0% | 477,175 | $19.8M |
| Rise Advisors, LLC | 10.31% | Add +9.0% | 468,562 | $19.5M |
| CFS Investment Advisory Services, LLC | 1.48% | Add +3.2% | 439,988 | $18.3M |
| Corient Private Wealth LP | 0.03% | Add +6.9% | 424,642 | $17.6M |
| BetterWealth, LLC | 5.37% | Add +10.4% | 405,286 | $16.8M |
| AE Wealth Management LLC | 0.17% | Add +0.9% | 402,644 | $16.7M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -42.7% | 391,847 | $16.3M |
| PBMares Wealth Management LLC | 3.93% | Add +51.7% | 385,667 | $16.0M |
| Tillman Hartley LLC | 5.41% | Add +17.6% | 380,664 | $15.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.6% | 379,103 | $15.7M |
| Krilogy Financial LLC | 1.15% | Add +20.8% | 375,446 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 345,320 | $14.3M |
| Client 1ST Advisory Group, LLC | 6.12% | Add +11.4% | 342,339 | $14.2M |
| Moller Wealth Partners | 3.63% | Add +3.0% | 327,323 | $13.6M |
| DAVENPORT & Co LLC | 0.08% | New | 319,453 | $13.3M |
| Chicago Partners Investment Group LLC | 0.49% | Add +64.8% | 303,549 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.4% | 306,667 | $12.7M |
| Diversify Wealth Management, LLC | 1.54% | — | 289,281 | $12.4M |
| Liberty Wealth Management LLC | 2.27% | Add +204.8% | 893,974 | $12.4M |
| Ruedi Wealth Management, Inc. | 4.71% | Reduce -21.1% | 287,762 | $12.0M |
| Divergent Planning, LLC | 4.60% | Add +18.6% | 277,010 | $11.6M |
| Asset Planning Corporation | 8.52% | Add +6.6% | 274,273 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +31.7% | 258,520 | $10.7M |
| New Capital Management LP | 3.07% | Reduce -1.9% | 241,138 | $10.0M |
| Pioneer Wealth Management Group | 4.89% | Add +2.6% | 221,501 | $9.2M |
| Heritage Wealth Management, Inc./Texas | 5.68% | Add +10.7% | 219,514 | $9.1M |
| WMS Partners, LLC | 0.56% | Reduce -8.1% | 211,913 | $8.8M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +1.0% | 211,643 | $8.8M |
| FinDec Wealth Services, Inc. | 5.48% | Add +30.9% | 209,064 | $8.7M |
| Austin Wealth Management, LLC | 2.03% | Add +3.5% | 206,135 | $8.7M |
| Legacy Financial Group, Inc. | 3.27% | Add +10.4% | 207,658 | $8.6M |
| Physician Wealth Solutions Inc. | 6.05% | Add +48.6% | 203,886 | $8.5M |
| Park Avenue Securities LLC | 0.10% | Add +150.1% | 201,884 | $8.4M |
| Blume Capital Management, Inc. | 2.02% | Add +60.0% | 201,505 | $8.4M |
| Essential Planning, LLC. | 3.61% | Add +7.5% | 197,373 | $8.2M |
| Kings Path Partners LLC | 3.75% | — | 191,700 | $8.0M |
| Meredith Wealth Planning | 4.13% | Add +8.3% | 189,837 | $7.9M |
| Sutton Place Investors LLC | 5.20% | Add +0.6% | 188,130 | $7.8M |
| Continuum Wealth Advisors, LLC | 4.06% | New | 185,952 | $7.7M |
| SJS Investment Consulting Inc. | 1.50% | Add +3.5% | 185,903 | $7.7M |
| Sowell Financial Services LLC | 0.36% | Reduce -8.8% | 179,598 | $7.5M |
| Collective Family Office LLC | 2.19% | Add +9.4% | 179,134 | $7.4M |
| Summit X, LLC | 1.64% | Reduce -23.0% | 176,245 | $7.3M |
| GeoWealth Management, LLC | 0.31% | Add +3.2% | 173,053 | $7.2M |
| Ledgewood Wealth Advisors, LLC | 5.88% | Reduce -2.5% | 164,257 | $6.8M |
| Concord Wealth Partners | 1.19% | Reduce -3.6% | 161,830 | $6.7M |
| Annapolis Financial Services, LLC | 2.11% | Add +46.5% | 157,110 | $6.5M |
| Acorn Wealth Advisors, LLC | 3.20% | Add +26.3% | 155,647 | $6.5M |
| BCU Wealth Advisors, LLC | 4.76% | Add +18.4% | 155,224 | $6.4M |
| NewEdge Advisors, LLC | 0.05% | Reduce -30.4% | 152,789 | $6.3M |
| Hutchens & Kramer Investment Management Group, LLC | 3.44% | Add +2.2% | 150,729 | $6.2M |
| Wealthspan Partners, LLC | 3.25% | Add +9.2% | 141,648 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +15.9% | 135,704 | $5.6M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -18.6% | 134,433 | $5.6M |
| CGN Advisors LLC | 0.63% | Add +2.5% | 130,693 | $5.4M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.