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 |
| Alpha Financial Advisors, LLC | 2.57% | Add +9.6% | 128,457 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +48.0% | 125,804 | $5.2M |
| Stifel Financial Corp. | 0.01% | No change | 122,400 | $5.1M |
| Bank of America Corp. | 0.00% | Add +39.7% | 121,954 | $5.1M |
| PFG Advisors | 0.33% | Add +52.6% | 118,398 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +135.0% | 117,813 | $4.9M |
| Ancora Advisors LLC | 0.12% | Reduce -19.0% | 114,431 | $4.8M |
| Herold Advisors, Inc. | 1.08% | Add +46.2% | 112,816 | $4.7M |
| Safeguard Investment Advisory Group, LLC | 1.43% | Add +28.1% | 110,733 | $4.6M |
| Plan Group Financial, LLC | 2.81% | Add +8.1% | 110,432 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +20.9% | 108,518 | $4.5M |
| Midwest Heritage Bank, FSB | 2.28% | Add +9.3% | 108,430 | $4.5M |
| Strategic Investment Solutions, Inc. | 1.40% | — | 102,434 | $4.3M |
| Applied Capital LLC | 2.45% | Add +1.3% | 102,973 | $4.3M |
| ERn Financial, LLC | 0.71% | Add +30.0% | 102,914 | $4.3M |
| Hill Investment Group Partners, LLC | 0.55% | Reduce -0.2% | 98,355 | $4.1M |
| Raymond James & Associates | 0.00% | Add +5.9% | 98,902 | $4.1M |
| Acropolis Investment Management, LLC | 0.26% | Add +141.2% | 98,882 | $4.1M |
| HFG Wealth Management, LLC | 2.60% | Add +15.1% | 98,344 | $4.1M |
| Pinion Investment Advisors, LLC | 2.00% | Add +0.5% | 96,673 | $4.0M |
| Northwest Wealth Management, LLC | 1.01% | Add +3.5% | 93,743 | $3.9M |
| Bay Harbor Wealth Management, LLC | 1.33% | Add +26.5% | 92,116 | $3.8M |
| Vermillion & White Wealth Management Group, LLC | 2.88% | Reduce -3.0% | 92,093 | $3.8M |
| LVZ, Inc. | 0.47% | Add +3.8% | 83,516 | $3.5M |
| Porter White Investment Advisors, Inc. | 1.85% | Add +1.3% | 83,107 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +29.9% | 80,957 | $3.4M |
| Up Strategic Wealth Investment Advisors LLC | 4.94% | Add +8.7% | 78,532 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +270.9% | 77,558 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | New | 72,413 | $3.0M |
| LifePro Asset Management | 2.13% | Add +18.0% | 71,571 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +38.7% | 68,190 | $2.8M |
| Arkadios Wealth Advisors | 0.19% | New | 66,473 | $2.8M |
| Parker Financial LLC | 1.48% | Add +45.4% | 65,501 | $2.7M |
| City State Bank | 1.11% | Add +834.6% | 65,420 | $2.7M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -11.0% | 62,821 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -38.5% | 61,896 | $2.6M |
| Mills Wealth Advisors LLC | 1.79% | Reduce -0.6% | 60,406 | $2.5M |
| Heritage Investment Group, Inc. | 0.34% | Add +3.1% | 60,392 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +24.5% | 60,028 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +24.5% | 60,028 | $2.5M |
| Crown Wealth Group, LLC | 1.24% | Reduce -38.7% | 59,543 | $2.5M |
| Red Lighthouse Investment Management, LLC | 0.96% | Add +96.4% | 55,000 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -80.6% | 53,485 | $2.2M |
| SC&H Financial Advisors, Inc. | 0.54% | Add +3.4% | 52,980 | $2.2M |
| Fort Vancouver Investment Management, LLC | 2.07% | — | 51,844 | $2.2M |
| Arista Wealth Management, LLC | 0.56% | New | 51,333 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.75% | Add +7.1% | 51,267 | $2.1M |
| MSH Capital Advisors LLC | 0.69% | Add +5.6% | 49,519 | $2.1M |
| LexAurum Advisors, LLC | 0.50% | Add +16.8% | 49,187 | $2.0M |
| Forum Financial Management, LP | 0.04% | Reduce -86.9% | 49,070 | $2.0M |
| Cibc World Markets Corp. | 0.01% | Add +2.2% | 48,548 | $2.0M |
| Quantum Financial Advisors, LLC | 0.35% | Reduce -4.6% | 48,524 | $2.0M |
| Creative Planning | 0.00% | Add +25.3% | 48,494 | $2.0M |
| Arcadia Wealth Management, LLC | 1.11% | Add +1.2% | 46,940 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -7.0% | 46,513 | $1.9M |
| Morris Financial Concepts, Inc. | 0.89% | Add +4.0% | 44,817 | $1.9M |
| Forza Wealth Management, LLC | 0.92% | No change | 42,950 | $1.8M |
| TCP Asset Management, LLC | 0.44% | Add +2.3% | 41,500 | $1.7M |
| Aveo Capital Partners, LLC | 0.19% | Reduce -1.8% | 40,752 | $1.7M |
| TAGStone Capital, Inc. | 0.95% | Reduce -9.2% | 40,337 | $1.7M |
| RFG Advisory, LLC | 0.05% | Add +6.2% | 39,160 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +18.2% | 38,304 | $1.6M |
| Hilltop Holdings Inc. | 0.19% | Reduce -8.6% | 38,243 | $1.6M |
| AdvisorNet Financial, Inc | 0.14% | Add +20.0% | 38,001 | $1.6M |
| Leading Edge Financial Planning LLC | 0.63% | Add +125.7% | 37,716 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +139.5% | 37,107 | $1.5M |
| IFG Advisory, LLC | 0.10% | Add +34.1% | 36,786 | $1.5M |
| B&D White Capital Company, LLC | 0.32% | Reduce -0.5% | 36,605 | $1.5M |
| Saxony Capital Management, LLC | 1.66% | Reduce -37.8% | 36,401 | $1.5M |
| Financial Symmetry Inc | 1.17% | Add +135.5% | 36,324 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.85% | Reduce -22.7% | 36,092 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.1% | 35,960 | $1.5M |
| Verus Financial Partners, Inc. | 0.17% | Reduce -11.6% | 35,780 | $1.5M |
| Shearwater Capital LLC | 1.07% | Add +4.8% | 35,021 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +0.4% | 34,992 | $1.5M |
| Elite Life Management LLC | 5.62% | Add +66.2% | 34,888 | $1.4M |
| Samalin Investment Counsel, LLC | 0.67% | Add +1.5% | 34,526 | $1.4M |
| Sterling Wealth Management, Inc. | 0.67% | New | 34,109 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +17.3% | 34,021 | $1.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.19% | Reduce -89.3% | 33,856 | $1.4M |
| Foster Group, Inc. | 0.05% | Reduce -2.8% | 33,056 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -28.1% | 32,384 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.37% | Add +15.9% | 32,602 | $1.4M |
| Vestia Personal Wealth Advisors | 1.43% | — | 32,290 | $1.3M |
| Canopy Partners, LLC | 0.62% | Add +123.3% | 32,041 | $1.3M |
| Chico Wealth RIA | 1.19% | No change | 31,222 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +6.4% | 30,842 | $1.3M |
| Two West Capital Advisors LLC | 1.13% | — | 28,571 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Add +10.4% | 28,421 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.42% | Add +44.6% | 27,998 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | Reduce -31.5% | 27,869 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.9% | 27,476 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +29.8% | 25,965 | $1.1M |
| Onyx Financial Advisors, LLC | 0.64% | Reduce -1.9% | 25,572 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.29% | Add +200.5% | 24,759 | $1.0M |
| Family Capital Management, Inc. | 0.67% | Add +24.4% | 23,559 | $979K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Reduce -5.3% | 21,866 | $908K |
| Triune Financial Partners, LLC | 0.31% | Add +1.2% | 21,752 | $904K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +6.2% | 21,385 | $888K |
| Global Trust Asset Management, LLC | 0.35% | Add +0.0% | 21,154 | $879K |
| Spire Wealth Management | 0.03% | Add +0.4% | 21,100 | $877K |
| Ariadne Wealth Management, LP | 0.68% | — | 20,919 | $869K |
| Aspen Wealth Management LLC | 0.30% | Add +15.1% | 20,619 | $857K |
| Oceanside Advisors LLC | 0.68% | Reduce -10.2% | 20,377 | $846K |
| Smartleaf Asset Management LLC | 0.13% | Reduce -33.5% | 19,143 | $798K |
| Abel Hall, LLC | 0.55% | Reduce -76.2% | 18,774 | $780K |
| Black Point Wealth Management | 0.80% | — | 18,586 | $772K |
| American Investment Services, Inc. | 0.13% | Reduce -15.6% | 18,195 | $756K |
| Investment Advisory Group, LLC | 0.27% | Add +0.7% | 16,928 | $703K |
| Csenge Advisory Group | 0.04% | New | 16,877 | $701K |
| Bridge Advisory, LLC | 0.34% | Reduce -40.1% | 16,757 | $696K |
| Builder Investment Group Inc. | 0.19% | Add +6.9% | 16,538 | $687K |
| LaSalle St. Investment Advisors, LLC | 0.34% | New | 16,465 | $684K |
| Copperleaf Capital, LLC | 0.55% | Add +1.5% | 16,443 | $683K |
| Waverly Advisors, LLC | 0.01% | Reduce -39.6% | 16,411 | $682K |
| Modera Wealth Management, LLC | 0.01% | No change | 16,259 | $675K |
| Elevate Wealth Advisory, Inc. | 0.52% | Reduce -3.0% | 15,363 | $638K |
| IFP Advisors, Inc | 0.02% | Add +19.0% | 14,856 | $617K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -33.7% | 14,640 | $608K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +0.8% | 14,414 | $599K |
| Washington Trust Advisors, Inc. | 0.05% | Add +174.4% | 13,977 | $581K |
| Raymond James Trust N.A. | 0.01% | No change | 13,643 | $567K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -1.9% | 13,593 | $565K |
| Five Oceans Advisors | 0.28% | Reduce -2.1% | 12,910 | $536K |
| Beta Wealth Group, Inc. | 0.25% | Add +1.1% | 12,843 | $534K |
| Apollon Wealth Management, LLC | 0.02% | Add +45.9% | 12,502 | $519K |
| Sigma Planning Corp | 0.02% | Reduce -0.5% | 12,303 | $511K |
| Forthright Family Wealth Advisory LLC | 0.31% | No change | 11,636 | $483K |
| Penney Financial, LLC | 0.34% | Add +6.3% | 11,215 | $466K |
| Geometric Wealth Advisors | 0.09% | Add +1.2% | 11,023 | $458K |
| Farmers Trust Co. | 0.09% | New | 10,964 | $455K |
| Drive Wealth Management, LLC | 0.12% | Reduce -9.5% | 10,578 | $439K |
| Fiduciary Financial Group, LLC | 0.10% | — | 10,337 | $435K |
| Invst, LLC | 0.05% | New | 10,268 | $424K |
| Williams & Novak, LLC | 0.39% | New | 10,037 | $417K |
| Burton Enright Welch | 0.09% | Add +12.9% | 9,436 | $392K |
| Schulz Wealth, LTD. | 0.32% | Add +5.2% | 9,132 | $379K |
| Parkside Financial Bank & Trust | 0.06% | No change | 9,022 | $375K |
| 25 LLC | 0.17% | Add +33.4% | 8,779 | $365K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -2.0% | 8,603 | $362K |
| C M Bidwell & Associates Ltd. | 0.24% | Add +14.2% | 8,620 | $358K |
| Keel Point, LLC | 0.03% | New | 8,270 | $354K |
| Dopkins Wealth Management, LLC | 0.21% | New | 8,312 | $345K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Add +38.7% | 8,138 | $338K |
| Kathleen S. Wright Associates Inc. | 0.15% | Add +68.1% | 8,070 | $335K |
| Andrews, Lucia Wealth Management LLC | 0.23% | No change | 7,779 | $326K |
| Awm Capital, LLC | 0.05% | Reduce -0.6% | 7,699 | $320K |
| Forum Private Client Group LLC | 0.15% | Add +1.3% | 7,642 | $317K |
| Concorde Asset Management, LLC | 0.19% | New | 7,534 | $313K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.9% | 7,452 | $310K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.1% | 7,269 | $302K |
| Matisse Capital | 0.15% | No change | 7,200 | $299K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.2% | 7,160 | $297K |
| Marshall Financial Group Inc. | 0.09% | New | 6,980 | $290K |
| Acorn Creek Capital LLC | 0.17% | Add +0.9% | 6,973 | $290K |
| Midland Wealth Advisors, LLC | 0.02% | New | 6,479 | $269K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -35.7% | 6,251 | $260K |
| MB Generational Wealth, LLC | 0.20% | New | 6,252 | $260K |
| Planning Center, Inc. | 0.03% | New | 6,195 | $257K |
| Security Financial Services, INC. | 0.06% | Add +12.1% | 6,178 | $257K |
| US Bancorp \de | 0.00% | No change | 6,156 | $256K |
| Ethos Financial Group, LLC | 0.05% | New | 6,131 | $255K |
| Savvy Advisors, Inc. | 0.08% | Add +4.2% | 5,681 | $236K |
| Able Wealth Management LLC | 0.19% | No change | 5,487 | $228K |
| Coston, McIsaac & Partners | 0.07% | Reduce -0.1% | 5,446 | $226K |
| Pine Harbor Wealth Management, LLC | 0.13% | Reduce -68.9% | 5,414 | $225K |
| Eaton-Cambridge Inc. | 0.11% | Reduce -26.5% | 5,291 | $220K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,233 | $217K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,101 | $212K |
| Silver Oak Securities, Incorporated | 0.03% | Add +17.7% | 4,971 | $206K |
| Founders Financial Securities LLC | 0.02% | Reduce -3.6% | 4,918 | $204K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -19.0% | 4,600 | $191K |
| Lam Group, Inc. | 0.16% | Reduce -62.1% | 4,545 | $189K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -3.4% | 3,931 | $163K |
| Aspire Private Capital, LLC | 0.04% | Reduce -0.4% | 3,894 | $162K |
| Coppell Advisory Solutions LLC | 0.02% | — | 3,392 | $141K |
| Grand Wealth Management, LLC | 0.08% | Add +2.6% | 3,149 | $131K |
| WealthShield Partners, LLC | 0.02% | Reduce -20.7% | 2,939 | $122K |
| Aspire Wealth Management Corp | 0.07% | Add +5.3% | 2,861 | $119K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,450 | $102K |
| Comerica Bank | 0.00% | No change | 2,315 | $96K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 2,051 | $85K |
| Morgan Stanley | 0.00% | Add +12.4% | 1,708 | $71K |
| UBS Group AG | 0.00% | New | 1,623 | $67K |
| Blue Trust, Inc. | 0.00% | No change | 1,456 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Add +53.4% | 1,103 | $46K |
| Colonial Trust Co / SC | 0.01% | Reduce -8.8% | 1,094 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +37.3% | 846 | $35K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +39.6% | 835 | $35K |
| Balefire, LLC | 0.01% | No change | 748 | $31K |
| BlackRock Inc. | 0.00% | New | 717 | $30K |
| Orion Capital Management LLC | 0.01% | No change | 374 | $16K |
| Cwm, LLC | 0.00% | Reduce -44.1% | 325 | $13K |
| National Bank of Canada | 0.00% | New | 286 | $12K |
| Fifth Third Bancorp | 0.00% | New | 260 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| Wells Fargo & Company | 0.00% | Add +14700.0% | 148 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 97 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 77 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 22 | $914 |
| FMR LLC | 0.00% | Reduce -80.0% | 1 | $42 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.