Dimensional Core FixedDFCFETF
13F holders, Q3 2024 (September 30)318holders +16
31new positions
17sold out
1famous investor
$43.13avg. 13F price*
At the end of Q3 2024, 318 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 16 from Q2 2024. 31 opened new positions and 17 sold out. The largest holders were Truepoint, Inc. ($452.8M), Beaird Harris Wealth Management, LLC ($125.1M) and WPWealth LLP ($115.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $154.2M |
| Exits | 17 | $3.8M |
All 13F filers, Q2 2024 → Q3 2024: 10,947,050 shares bought and 11,431,394 shares sold, net −484,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Truepoint, Inc. | 12.16% | Add +2.1% | 10,483,426 | $452.8M |
| Beaird Harris Wealth Management, LLC | 10.93% | Add +4.3% | 2,896,132 | $125.1M |
| WPWealth LLP | 23.84% | Add +10.3% | 2,662,187 | $115.0M |
| OneDigital Investment Advisors LLC | 1.20% | Add +5.3% | 2,429,125 | $104.9M |
| Great Waters Wealth Management | 12.12% | Add +15.7% | 2,080,667 | $89.9M |
| DiNuzzo Private Wealth, Inc. | 10.67% | Add +12.6% | 2,002,893 | $86.5M |
| Baker Avenue Asset Management, LP | 2.55% | Add +3.3% | 1,861,887 | $80.4M |
| Pathstone Holdings, LLC | 0.32% | Reduce -0.8% | 1,677,054 | $72.4M |
| Apella Capital, LLC | 2.90% | Add +10.0% | 1,628,402 | $70.4M |
| Factory Mutual Insurance Co. | 0.72% | New | 1,611,770 | $69.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.0% | 1,590,530 | $68.7M |
| Dynamic Advisor Solutions LLC | 1.81% | Add +11.8% | 1,397,712 | $60.4M |
| HighTower Advisors, LLC | 0.09% | Add +2.6% | 1,358,205 | $58.7M |
| HBK Sorce Advisory LLC | 1.74% | Reduce -82.7% | 1,325,907 | $57.3M |
| Sequoia Financial Advisors, LLC | 0.61% | Add +26.8% | 1,315,316 | $56.8M |
| Core Wealth Management, Inc. | 22.75% | No change | 1,349,572 | $56.1M |
| Allworth Financial LP | 0.34% | Add +2.1% | 1,297,097 | $56.0M |
| LPL Financial LLC | 0.02% | Add +42.3% | 1,237,847 | $53.5M |
| Market Street Wealth Management Advisors LLC | 7.71% | Add +1.7% | 1,085,121 | $46.9M |
| RW Investment Management LLC | 5.57% | Add +4.9% | 1,035,969 | $44.7M |
| Phillips Financial Management, LLC | 3.42% | Add +41.6% | 1,021,144 | $44.1M |
| Savant Capital, LLC | 0.34% | Add +2.7% | 934,351 | $40.4M |
| Creative Capital Management Investments LLC | 16.05% | Add +13.3% | 889,177 | $38.4M |
| Rather & Kittrell, Inc. | 9.09% | Add +10.9% | 859,022 | $37.1M |
| Root Financial Partners, LLC | 5.85% | Add +25.3% | 846,867 | $36.6M |
| Ullmann Wealth Partners Group, LLC | 4.70% | Add +4.2% | 841,090 | $36.3M |
| Stratos Investment Management, LLC | 2.53% | Add +24.3% | 840,662 | $36.3M |
| Pure Financial Advisors, LLC | 0.87% | Add +0.7% | 835,535 | $36.1M |
| Annandale Capital, LLC | 7.05% | Add +2.2% | 816,170 | $35.3M |
| Sax Wealth Advisors, LLC | 3.06% | Add +2.4% | 794,529 | $34.3M |
| Betterment LLC | 0.08% | Add +14.0% | 757,982 | $32.7M |
| Grunden Financial Advisory, Inc. | 15.12% | Add +1.5% | 712,896 | $30.8M |
| Arax Advisory Partners | 2.59% | Add +1.6% | 670,490 | $29.0M |
| Hemington Wealth Management | 7.75% | Add +36.2% | 686,132 | $28.8M |
| Assetmark, Inc. | 0.08% | Reduce -2.1% | 664,501 | $28.7M |
| RCS Financial Planning, LLC | 15.67% | Add +6.0% | 653,357 | $28.2M |
| Opus Capital Group, LLC | 3.41% | New | 631,771 | $27.3M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +13.6% | 601,834 | $26.0M |
| Great Oak Capital Partners, LLC | 8.36% | Add +1.1% | 564,377 | $24.2M |
| Rise Advisors, LLC | 10.91% | Add +12.5% | 527,315 | $22.8M |
| BCR Wealth Strategies, LLC | 10.63% | Add +3.7% | 521,243 | $22.5M |
| DecisionPoint Financial, LLC | 6.95% | Add +3.5% | 508,486 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +32.4% | 501,830 | $21.7M |
| Jane Street Group, LLC | 0.03% | Reduce -35.1% | 499,750 | $21.6M |
| Hiley Hunt Wealth Management | 12.36% | Add +4.3% | 499,521 | $21.6M |
| PBMares Wealth Management LLC | 4.34% | Add +24.9% | 481,497 | $20.8M |
| Tillman Hartley LLC | 6.01% | Add +23.1% | 468,752 | $20.2M |
| Rational Advisors, Inc. | 1.97% | Reduce -22.0% | 461,475 | $19.9M |
| Physician Wealth Solutions Inc. | 9.91% | Add +132.1% | 473,284 | $19.9M |
| Graves Light Lenhart Wealth, Inc. | 2.38% | Reduce -7.0% | 448,509 | $19.4M |
| AE Wealth Management LLC | 0.17% | Add +10.3% | 444,066 | $19.2M |
| Asset Planning Corporation | 12.38% | Add +60.2% | 439,338 | $19.0M |
| CFS Investment Advisory Services, LLC | 1.59% | Reduce -0.6% | 437,450 | $18.9M |
| BetterWealth, LLC | 5.56% | Add +7.5% | 435,784 | $18.8M |
| Corient Private Wealth LP | 0.03% | Add +2.6% | 435,751 | $18.8M |
| Integrated Wealth Concepts LLC | 0.21% | Add +1.7% | 398,665 | $17.2M |
| Spinnaker Investment Group, LLC | 4.21% | Reduce -16.6% | 398,162 | $17.2M |
| Krilogy Financial LLC | 1.14% | Add +2.4% | 384,328 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 365,286 | $15.8M |
| Client 1ST Advisory Group, LLC | 5.84% | Reduce -0.7% | 340,107 | $14.7M |
| DAVENPORT & Co LLC | 0.09% | Add +5.8% | 338,002 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +30.3% | 336,844 | $14.5M |
| Moller Wealth Partners | 3.62% | Add +2.5% | 335,401 | $14.5M |
| Mattern Wealth Management LLC | 3.16% | Reduce -40.4% | 332,768 | $14.4M |
| Chicago Partners Investment Group LLC | 0.47% | Add +3.8% | 315,100 | $13.3M |
| Liberty Wealth Management LLC | 2.23% | Reduce -66.0% | 304,428 | $13.1M |
| Divergent Planning, LLC | 4.66% | Add +5.4% | 291,939 | $12.5M |
| Continuum Wealth Advisors, LLC | 6.59% | Add +52.9% | 284,348 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -8.1% | 281,840 | $12.2M |
| Ledgewood Wealth Advisors, LLC | 8.19% | Add +71.5% | 281,721 | $12.2M |
| Diversify Wealth Management, LLC | 1.16% | Reduce -1.2% | 285,937 | $12.0M |
| Heritage Wealth Management, Inc./Texas | 6.28% | Add +14.2% | 250,640 | $10.8M |
| Dravo Bay LLC | 5.51% | New | 247,997 | $10.7M |
| Ruedi Wealth Management, Inc. | 3.59% | Reduce -15.9% | 242,003 | $10.5M |
| New Capital Management LP | 2.94% | Add +0.1% | 241,361 | $10.4M |
| Legacy Financial Group, Inc. | 3.53% | Add +19.1% | 247,232 | $10.4M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +8.4% | 229,514 | $9.9M |
| One Degree Advisors Inc | 4.17% | New | 228,395 | $9.9M |
| Tru Independence Asset Management 2, LLC | 8.31% | — | 228,409 | $9.9M |
| Blume Capital Management, Inc. | 2.18% | Add +11.0% | 223,700 | $9.7M |
| Yardley Wealth Management LLC | 5.71% | — | 222,913 | $9.6M |
| Kings Path Partners LLC | 4.00% | Add +15.1% | 220,600 | $9.5M |
| FinDec Wealth Services, Inc. | 5.51% | Add +5.1% | 219,668 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +60.9% | 218,398 | $9.4M |
| ERn Financial, LLC | 1.42% | Add +110.7% | 216,858 | $9.4M |
| Collective Family Office LLC | 2.54% | Add +20.7% | 216,271 | $9.3M |
| Austin Wealth Management, LLC | 2.02% | Add +3.6% | 213,590 | $9.2M |
| Pioneer Wealth Management Group | 4.39% | Reduce -3.8% | 213,056 | $9.2M |
| Meredith Wealth Planning | 4.29% | Add +9.7% | 208,303 | $9.0M |
| WMS Partners, LLC | 0.50% | Reduce -2.0% | 207,605 | $9.0M |
| SJS Investment Consulting Inc. | 1.58% | Add +11.3% | 206,838 | $8.9M |
| Park Avenue Securities LLC | 0.10% | Reduce -0.4% | 201,068 | $8.7M |
| Essential Planning, LLC. | 3.41% | Reduce -2.5% | 192,546 | $8.3M |
| Sutton Place Investors LLC | 5.00% | Add +0.7% | 189,439 | $8.2M |
| Acorn Wealth Advisors, LLC | 3.51% | Add +21.4% | 189,028 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +47.0% | 184,869 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.66% | Add +149.5% | 180,694 | $7.8M |
| Concord Wealth Partners | 1.29% | Add +11.0% | 179,676 | $7.8M |
| Annapolis Financial Services, LLC | 2.30% | Add +14.3% | 179,608 | $7.8M |
| BCU Wealth Advisors, LLC | 4.62% | Add +15.5% | 179,280 | $7.7M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.