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 |
| City State Bank | 2.76% | Add +167.8% | 175,160 | $7.6M |
| Sterling Wealth Management, Inc. | 2.78% | Add +406.0% | 172,582 | $7.5M |
| SageView Advisory Group, LLC | 0.38% | New | 171,914 | $7.4M |
| Farther Finance Advisors, LLC | 0.27% | Add +168.4% | 168,598 | $7.3M |
| NewEdge Advisors, LLC | 0.05% | Add +8.8% | 166,216 | $7.2M |
| Summit X, LLC | 1.72% | Reduce -3.4% | 170,224 | $7.1M |
| Alpha Financial Advisors, LLC | 3.11% | Add +26.8% | 162,863 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +2169.3% | 162,482 | $7.0M |
| Wealthspan Partners, LLC | 3.44% | Add +13.8% | 161,209 | $7.0M |
| Bank of America Corp. | 0.00% | Add +26.9% | 154,693 | $6.7M |
| Hutchens & Kramer Investment Management Group, LLC | 3.67% | Add +1.4% | 152,796 | $6.6M |
| BWM Planning, LLC | 2.88% | — | 150,172 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +17.5% | 138,428 | $6.0M |
| Fort Vancouver Investment Management, LLC | 5.07% | Add +162.6% | 136,129 | $5.9M |
| CGN Advisors LLC | 0.58% | Add +3.0% | 134,616 | $5.8M |
| Focus Partners Wealth | 0.02% | New | 131,984 | $5.7M |
| Crown Wealth Group, LLC | 2.44% | Add +118.5% | 130,096 | $5.6M |
| Raymond James & Associates | 0.00% | Add +30.6% | 129,140 | $5.6M |
| Citadel Advisors | 0.01% | Add +140.1% | 128,397 | $5.5M |
| PFG Advisors | 0.35% | Add +8.2% | 128,048 | $5.5M |
| American Investment Services, Inc. | 0.91% | Add +595.0% | 126,448 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +15.6% | 125,413 | $5.4M |
| Sowell Financial Services LLC | 0.25% | Reduce -31.5% | 123,040 | $5.3M |
| Herold Advisors, Inc. | 1.14% | Add +8.1% | 121,973 | $5.3M |
| Plan Group Financial, LLC | 2.73% | Add +8.3% | 119,598 | $5.2M |
| Safeguard Investment Advisory Group, LLC | 1.47% | Add +7.5% | 118,991 | $5.1M |
| Strategic Investment Solutions, Inc. | 1.52% | Add +14.5% | 117,245 | $5.1M |
| Bay Harbor Wealth Management, LLC | 1.59% | Add +22.0% | 112,363 | $4.9M |
| Applied Capital LLC | 2.40% | Add +5.0% | 108,123 | $4.7M |
| Ancora Advisors LLC | 0.10% | Reduce -7.4% | 105,948 | $4.6M |
| GeoWealth Management, LLC | 0.16% | Reduce -39.5% | 104,746 | $4.5M |
| Midwest Heritage Bank, FSB | 2.09% | Reduce -4.7% | 103,334 | $4.5M |
| Mariner, LLC | 0.01% | Add +119.6% | 102,160 | $4.4M |
| Wealth Dimensions Group, Ltd. | 1.10% | Add +305.4% | 100,386 | $4.3M |
| Acropolis Investment Management, LLC | 0.25% | Reduce -1.9% | 96,972 | $4.2M |
| Parker Financial LLC | 2.09% | Add +47.8% | 96,779 | $4.2M |
| HFG Wealth Management, LLC | 2.60% | No change | 98,344 | $4.1M |
| Northwest Wealth Management, LLC | 0.95% | Add +0.9% | 94,545 | $4.1M |
| Hill Investment Group Partners, LLC | 0.57% | No change | 98,355 | $4.1M |
| Vermillion & White Wealth Management Group, LLC | 2.96% | Add +0.6% | 92,626 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -24.5% | 92,400 | $4.0M |
| LVZ, Inc. | 0.50% | Add +9.0% | 91,000 | $3.9M |
| CreativeOne Wealth, LLC | 0.13% | Add +1353.5% | 90,857 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +9.8% | 88,908 | $3.8M |
| Porter White Investment Advisors, Inc. | 1.86% | Add +3.6% | 86,069 | $3.7M |
| LifePro Asset Management | 2.19% | Add +15.9% | 82,923 | $3.6M |
| Bluespring Wealth Management, LLC | 0.35% | New | 81,730 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +32.0% | 81,684 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.1% | 77,471 | $3.3M |
| SC&H Financial Advisors, Inc. | 0.68% | Add +35.1% | 71,563 | $3.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.76% | Add +115.6% | 70,282 | $3.0M |
| Heritage Investment Group, Inc. | 0.53% | Add +7.0% | 64,623 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.9% | 62,133 | $2.7M |
| Hoxton Planning & Management, LLC | 0.98% | New | 58,495 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.2% | 58,118 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -3.2% | 58,118 | $2.5M |
| Red Lighthouse Investment Management, LLC | 0.93% | No change | 55,000 | $2.4M |
| Arkadios Wealth Advisors | 0.13% | Reduce -18.0% | 54,491 | $2.4M |
| MSH Capital Advisors LLC | 0.69% | Add +5.8% | 52,397 | $2.3M |
| LexAurum Advisors, LLC | 0.49% | Add +4.5% | 51,383 | $2.2M |
| Financial Symmetry Inc | 1.53% | Add +39.4% | 50,636 | $2.2M |
| USAdvisors Wealth Management, LLC | 0.76% | Reduce -1.9% | 50,271 | $2.2M |
| Arista Wealth Management, LLC | 0.52% | Reduce -3.2% | 49,703 | $2.1M |
| Creative Planning | 0.00% | Add +1.7% | 49,323 | $2.1M |
| Arcadia Wealth Management, LLC | 1.12% | Add +4.6% | 49,083 | $2.1M |
| Forum Financial Management, LP | 0.04% | Reduce -0.1% | 49,041 | $2.1M |
| TCP Asset Management, LLC | 0.47% | Add +12.8% | 46,796 | $2.0M |
| Quantum Financial Advisors, LLC | 0.32% | Reduce -3.9% | 46,610 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | New | 46,260 | $2.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +20.0% | 45,592 | $2.0M |
| Leading Edge Financial Planning LLC | 0.66% | Add +20.6% | 45,479 | $2.0M |
| Morris Financial Concepts, Inc. | 0.83% | Reduce -0.2% | 44,739 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | New | 43,730 | $1.9M |
| Mills Wealth Advisors LLC | 1.29% | Reduce -28.0% | 43,501 | $1.9M |
| Forza Wealth Management, LLC | 0.85% | No change | 42,950 | $1.9M |
| RFG Advisory, LLC | 0.05% | Add +6.6% | 41,752 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +21.9% | 41,455 | $1.8M |
| Capital Planning LLC | 0.50% | New | 41,111 | $1.8M |
| TAGStone Capital, Inc. | 0.89% | Add +0.3% | 40,443 | $1.7M |
| IFG Advisory, LLC | 0.11% | Add +9.6% | 40,325 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.2% | 39,926 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +27.8% | 39,419 | $1.7M |
| Canopy Partners, LLC | 0.72% | Add +20.1% | 38,474 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.6% | 37,970 | $1.6M |
| Saxony Capital Management, LLC | 1.49% | Add +3.4% | 37,639 | $1.6M |
| Vestia Personal Wealth Advisors | 1.53% | Add +16.6% | 37,647 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | New | 36,968 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.9% | 36,789 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.52% | Add +29.3% | 36,199 | $1.6M |
| B&D White Capital Company, LLC | 0.27% | Reduce -1.2% | 36,150 | $1.6M |
| Verus Financial Partners, Inc. | 0.17% | Reduce -0.5% | 35,606 | $1.5M |
| Stewardship Advisors, LLC | 0.43% | New | 35,670 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +0.4% | 35,128 | $1.5M |
| Samalin Investment Counsel, LLC | 0.66% | Add +1.6% | 35,088 | $1.5M |
| Shearwater Capital LLC | 1.04% | Reduce -0.1% | 34,986 | $1.5M |
| Aveo Capital Partners, LLC | 0.16% | Reduce -15.9% | 34,262 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +5.3% | 34,103 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.74% | Reduce -6.0% | 33,908 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Reduce -31.7% | 33,162 | $1.4M |
| Foster Group, Inc. | 0.05% | Reduce -1.1% | 32,702 | $1.4M |
| Chico Wealth RIA | 1.15% | No change | 31,222 | $1.3M |
| Elser Financial Planning, Inc | 1.87% | Reduce -99.0% | 29,769 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 29,345 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Reduce -24.7% | 28,803 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 28,518 | $1.2M |
| Simplicity Wealth,LLC | 0.11% | Reduce -2.3% | 27,764 | $1.2M |
| Family Capital Management, Inc. | 0.74% | Add +12.7% | 26,552 | $1.1M |
| Two West Capital Advisors LLC | 0.93% | Reduce -7.2% | 26,513 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 26,060 | $1.1M |
| Onyx Financial Advisors, LLC | 0.61% | Add +0.4% | 25,663 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Reduce -27.0% | 24,723 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | New | 24,356 | $1.1M |
| Smartleaf Asset Management LLC | 0.13% | Add +26.8% | 24,266 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -11.5% | 24,312 | $1.1M |
| Elite Life Management LLC | 3.37% | Reduce -31.5% | 23,884 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | Add +3.0% | 22,527 | $973K |
| Aspen Wealth Management LLC | 0.29% | Add +9.1% | 22,488 | $971K |
| Investment Advisory Group, LLC | 0.33% | Add +31.8% | 22,306 | $963K |
| Triune Financial Partners, LLC | 0.30% | Add +0.7% | 21,913 | $946K |
| Copperleaf Capital, LLC | 0.71% | Add +30.1% | 21,384 | $924K |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -0.9% | 21,184 | $915K |
| Schulz Wealth, LTD. | 0.70% | Add +128.7% | 20,883 | $902K |
| Oceanside Advisors LLC | 0.67% | Add +2.1% | 20,811 | $899K |
| JFS Wealth Advisors, LLC | 0.06% | New | 20,305 | $877K |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +19.1% | 19,614 | $847K |
| Flow Traders U.S. LLC | 0.04% | Reduce -30.6% | 19,356 | $836K |
| IFP Advisors, Inc | 0.03% | Add +30.2% | 19,345 | $836K |
| Csenge Advisory Group | 0.04% | Add +15.5% | 19,493 | $831K |
| Global Trust Asset Management, LLC | 0.30% | Reduce -12.1% | 18,604 | $804K |
| Abel Hall, LLC | 0.52% | Reduce -1.1% | 18,560 | $802K |
| Team Hewins, LLC | 0.31% | New | 18,512 | $800K |
| Builder Investment Group Inc. | 0.21% | Add +11.4% | 18,431 | $796K |
| Ariadne Wealth Management, LP | 0.42% | Reduce -11.6% | 18,486 | $779K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +212.9% | 16,374 | $707K |
| Bridge Advisory, LLC | 0.33% | Reduce -4.1% | 16,071 | $694K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +7.0% | 15,422 | $666K |
| Modera Wealth Management, LLC | 0.01% | Reduce -6.5% | 15,201 | $657K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +0.4% | 14,698 | $635K |
| Washington Trust Advisors, Inc. | 0.05% | Add +2.4% | 14,316 | $618K |
| Elevate Wealth Advisory, Inc. | 0.45% | Reduce -7.8% | 14,159 | $612K |
| Invst, LLC | 0.07% | Add +36.6% | 14,030 | $606K |
| Raymond James Trust N.A. | 0.01% | No change | 13,643 | $589K |
| Beacon Financial Advisory LLC | 0.19% | Reduce -2.9% | 13,194 | $570K |
| Beta Wealth Group, Inc. | 0.25% | Add +1.7% | 13,059 | $564K |
| Silver Oak Securities, Incorporated | 0.06% | Add +158.9% | 12,869 | $557K |
| Penney Financial, LLC | 0.38% | Add +14.4% | 12,830 | $554K |
| GEM Asset Management, LLC | 0.32% | New | 12,975 | $554K |
| Sigma Planning Corp | 0.02% | Add +3.3% | 12,705 | $549K |
| Five Oceans Advisors | 0.26% | Reduce -3.1% | 12,508 | $540K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.3% | 11,958 | $516K |
| Main Street Financial Solutions, LLC | 0.05% | New | 11,767 | $508K |
| Geometric Wealth Advisors | 0.09% | Add +1.0% | 11,136 | $481K |
| Drive Wealth Management, LLC | 0.12% | Reduce -1.8% | 10,383 | $448K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Add +23.7% | 10,070 | $435K |
| Williams & Novak, LLC | 0.40% | Reduce -0.2% | 10,018 | $433K |
| 25 LLC | 0.18% | Add +11.6% | 9,796 | $423K |
| Cedrus LLC | 0.16% | New | 9,774 | $422K |
| Journey Strategic Wealth LLC | 0.02% | New | 9,728 | $420K |
| Forthright Family Wealth Advisory LLC | 0.27% | Reduce -15.2% | 9,865 | $419K |
| Burton Enright Welch | 0.09% | Reduce -2.0% | 9,246 | $399K |
| Kathleen S. Wright Associates Inc. | 0.16% | Add +12.5% | 9,080 | $392K |
| Parkside Financial Bank & Trust | 0.05% | No change | 9,022 | $390K |
| Farmers Trust Co. | 0.07% | Reduce -17.9% | 9,000 | $389K |
| C M Bidwell & Associates Ltd. | 0.23% | Add +2.7% | 8,852 | $382K |
| Pinion Investment Advisors, LLC | 0.16% | Reduce -90.8% | 8,851 | $382K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +2.7% | 8,834 | $378K |
| Waverly Advisors, LLC | 0.01% | Reduce -47.8% | 8,566 | $370K |
| Andrews, Lucia Wealth Management LLC | 0.26% | Add +12.0% | 8,710 | $362K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -18.7% | 8,405 | $359K |
| Keel Point, LLC | 0.03% | Add +0.0% | 8,271 | $357K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.9% | 8,064 | $348K |
| Geneos Wealth Management Inc. | 0.01% | Add +628.6% | 8,036 | $347K |
| Freedom Investment Management, Inc. | 0.03% | Add +3.5% | 7,710 | $333K |
| Awm Capital, LLC | 0.04% | No change | 7,699 | $333K |
| Forum Private Client Group LLC | 0.15% | Add +0.7% | 7,693 | $332K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,226 | $312K |
| Aspire Private Capital, LLC | 0.07% | Add +85.6% | 7,226 | $312K |
| Matisse Capital | 0.15% | No change | 7,200 | $311K |
| Ethos Financial Group, LLC | 0.05% | Add +14.7% | 7,034 | $304K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,955 | $300K |
| Old Mission Capital LLC | 0.01% | New | 6,699 | $289K |
| Cwm, LLC | 0.00% | Add +1900.6% | 6,502 | $281K |
| Concorde Asset Management, LLC | 0.16% | Reduce -14.8% | 6,415 | $277K |
| MB Generational Wealth, LLC | 0.20% | Add +1.9% | 6,370 | $275K |
| Acorn Creek Capital LLC | 0.14% | Reduce -9.6% | 6,301 | $272K |
| Planning Center, Inc. | 0.03% | No change | 6,195 | $268K |
| US Bancorp \de | 0.00% | No change | 6,156 | $266K |
| TCFG Wealth Management, LLC | 0.13% | — | 6,155 | $266K |
| Up Strategic Wealth Investment Advisors LLC | 0.29% | Reduce -92.3% | 6,086 | $263K |
| Wells Fargo & Company | 0.00% | Add +3910.1% | 5,935 | $256K |
| Eaton-Cambridge Inc. | 0.12% | Add +8.6% | 5,744 | $248K |
| Coston, McIsaac & Partners | 0.07% | Add +4.9% | 5,714 | $246K |
| FMB Wealth Management | 0.14% | New | 5,601 | $242K |
| Able Wealth Management LLC | 0.18% | No change | 5,487 | $237K |
| Gemmer Asset Management LLC | 0.02% | New | 5,162 | $223K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.7% | 5,065 | $219K |
| Lam Group, Inc. | 0.15% | Add +10.2% | 5,010 | $216K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -3.3% | 3,803 | $164K |
| Morgan Stanley | 0.00% | Add +100.6% | 3,427 | $148K |
| Grand Wealth Management, LLC | 0.08% | Add +1.6% | 3,200 | $138K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -31.3% | 3,160 | $136K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -7.8% | 3,128 | $135K |
| WealthShield Partners, LLC | 0.01% | Reduce -19.7% | 2,361 | $102K |
| Comerica Bank | 0.00% | No change | 2,315 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 2,071 | $89K |
| Fifth Third Bancorp | 0.00% | Add +679.6% | 2,027 | $88K |
| Citigroup Inc. | 0.00% | New | 1,958 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,483 | $64K |
| Colonial Trust Co / SC | 0.01% | Reduce -13.4% | 947 | $41K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +5.5% | 881 | $38K |
| Aspire Wealth Management Corp | 0.02% | Reduce -72.8% | 779 | $34K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 763 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -15.1% | 718 | $31K |
| Proffitt & Goodson Inc. | 0.00% | New | 205 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 97 | $4K |
| FMR LLC | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.