Dimensional Core FixedDFCFETF
13F holders, Q4 2024 (December 31)391holders +73
29new positions
11sold out
1famous investor
$1.35avg. 13F price*
At the end of Q4 2024, 391 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 73 from Q3 2024. 29 opened new positions and 11 sold out. The largest holders were Essential Planning, LLC. ($486.7M), Truepoint, Inc. ($458.9M) and Elser Financial Planning, Inc ($143.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $36.2M |
| Exits | 11 | $27.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,461,872,099 shares bought and 2,747,818 shares sold, net +3,459,124,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Essential Planning, LLC. | 3.17% | Add +5902.3% | 11,557,175 | $486.7M |
| Truepoint, Inc. | 12.28% | Add +6.1% | 11,119,995 | $458.9M |
| Elser Financial Planning, Inc | 8.57% | Add +11555254.0% | 3,439,913,328 | $143.2M |
| Beaird Harris Wealth Management, LLC | 10.57% | Add +2.4% | 2,966,163 | $122.4M |
| WPWealth LLP | 23.40% | Add +4.2% | 2,774,923 | $114.5M |
| OneDigital Investment Advisors LLC | 1.26% | Add +8.4% | 2,634,017 | $108.7M |
| Great Waters Wealth Management | 13.14% | Add +19.3% | 2,481,510 | $102.4M |
| DiNuzzo Private Wealth, Inc. | 11.42% | Add +9.1% | 2,185,499 | $90.2M |
| Baker Avenue Asset Management, LP | 2.46% | Add +4.4% | 1,943,387 | $80.2M |
| Apella Capital, LLC | 3.02% | Add +17.3% | 1,909,521 | $78.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +8.9% | 1,732,734 | $71.5M |
| Phillips Financial Management, LLC | 5.42% | Add +63.4% | 1,668,820 | $68.9M |
| Factory Mutual Insurance Co. | 0.72% | No change | 1,611,770 | $66.5M |
| Pathstone Holdings, LLC | 0.27% | Reduce -11.3% | 1,486,708 | $61.4M |
| Dynamic Advisor Solutions LLC | 2.58% | Add +3.5% | 1,445,944 | $59.7M |
| HighTower Advisors, LLC | 0.08% | Add +4.6% | 1,420,548 | $58.6M |
| Sequoia Financial Advisors, LLC | 0.56% | Add +6.9% | 1,405,908 | $58.0M |
| Allworth Financial LP | 0.32% | Add +7.0% | 1,387,217 | $57.3M |
| Savant Capital, LLC | 0.43% | Add +43.0% | 1,336,233 | $55.1M |
| LPL Financial LLC | 0.02% | Add +1.6% | 1,257,504 | $51.9M |
| Stratos Investment Management, LLC | 3.04% | Add +45.7% | 1,224,872 | $50.6M |
| Core Wealth Management, Inc. | 19.49% | Reduce -10.5% | 1,208,441 | $49.9M |
| GeoWealth Management, LLC | 1.61% | Add +1036.0% | 1,189,925 | $49.1M |
| HBK Sorce Advisory LLC | 1.46% | Reduce -11.5% | 1,173,705 | $48.4M |
| Market Street Wealth Management Advisors LLC | 7.80% | Add +3.7% | 1,125,563 | $46.5M |
| Root Financial Partners, LLC | 5.42% | Add +25.1% | 1,059,408 | $43.7M |
| RW Investment Management LLC | 5.26% | Add +0.9% | 1,045,109 | $43.1M |
| Rather & Kittrell, Inc. | 9.70% | Add +16.4% | 999,547 | $41.3M |
| Creative Capital Management Investments LLC | 15.98% | Add +4.1% | 925,849 | $38.2M |
| Pure Financial Advisors, LLC | 0.86% | Add +9.4% | 913,919 | $37.7M |
| Ullmann Wealth Partners Group, LLC | 4.72% | Add +5.4% | 886,300 | $36.6M |
| Betterment LLC | 0.08% | Add +11.6% | 846,193 | $34.9M |
| Annandale Capital, LLC | 6.59% | Reduce -1.2% | 806,715 | $33.3M |
| Hemington Wealth Management | 8.33% | Add +17.0% | 802,799 | $33.1M |
| Sax Wealth Advisors, LLC | 2.48% | Reduce -3.4% | 767,947 | $31.7M |
| Grunden Financial Advisory, Inc. | 15.17% | Add +6.8% | 761,147 | $31.4M |
| Arax Advisory Partners | 1.86% | Add +6.6% | 714,888 | $29.5M |
| Opus Capital Group, LLC | 3.57% | Add +7.9% | 681,444 | $28.1M |
| Assetmark, Inc. | 0.07% | Reduce -1.0% | 657,571 | $27.1M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +2.9% | 619,277 | $25.6M |
| PBMares Wealth Management LLC | 5.17% | Add +27.4% | 613,377 | $25.3M |
| Great Oak Capital Partners, LLC | 8.44% | Add +9.7% | 619,091 | $25.3M |
| Rise Advisors, LLC | 11.59% | Add +10.7% | 583,897 | $24.1M |
| BCR Wealth Strategies, LLC | 10.98% | Add +9.2% | 569,051 | $23.5M |
| Asset Planning Corporation | 14.27% | Add +25.7% | 552,173 | $22.8M |
| DecisionPoint Financial, LLC | 6.85% | Add +6.8% | 543,309 | $22.4M |
| Hiley Hunt Wealth Management | 12.36% | Add +8.1% | 539,867 | $22.3M |
| Graves Light Lenhart Wealth, Inc. | 2.74% | Add +19.0% | 533,627 | $22.0M |
| Tillman Hartley LLC | 6.14% | Add +10.5% | 518,161 | $21.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 512,274 | $21.1M |
| Strathmore Capital Advisors, Inc. | 15.18% | — | 505,584 | $20.9M |
| Integrated Wealth Concepts LLC | 0.24% | Add +23.4% | 492,167 | $20.3M |
| AE Wealth Management LLC | 0.17% | Add +8.5% | 481,949 | $19.9M |
| Physician Wealth Solutions Inc. | 9.92% | Add +1.4% | 479,889 | $19.8M |
| Verisail Partners, LLC | 8.84% | — | 457,577 | $18.9M |
| Corient Private Wealth LP | 0.03% | Add +4.7% | 456,175 | $18.8M |
| Rational Advisors, Inc. | 1.89% | Reduce -2.3% | 451,024 | $18.6M |
| Leading Edge Financial Planning LLC | 6.10% | Add +891.0% | 450,681 | $18.6M |
| CFS Investment Advisory Services, LLC | 1.66% | Add +2.4% | 447,790 | $18.5M |
| TruNorth Capital Management, LLC | 4.93% | New | 437,087 | $18.0M |
| Krilogy Financial LLC | 1.20% | Add +13.6% | 436,491 | $18.0M |
| Vermillion Wealth Management, Inc. | 9.09% | — | 430,085 | $17.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.9% | 426,879 | $17.6M |
| RCS Financial Planning, LLC | 8.93% | Reduce -37.8% | 406,482 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +20.4% | 405,458 | $16.7M |
| Aurelius Family Office LLC | 8.30% | — | 398,613 | $16.5M |
| Bannerman Wealth Management Group, LLC | 13.48% | — | 395,038 | $16.3M |
| BCO Wealth Management LLC | 13.29% | — | 387,129 | $16.0M |
| DAVENPORT & Co LLC | 0.09% | Add +8.8% | 367,854 | $15.2M |
| Spinnaker Investment Group, LLC | 3.55% | Reduce -10.5% | 356,334 | $14.7M |
| Client 1ST Advisory Group, LLC | 5.62% | Add +4.1% | 354,168 | $14.6M |
| Mattern Wealth Management LLC | 3.14% | Add +3.7% | 345,173 | $14.2M |
| Moller Wealth Partners | 3.72% | Add +2.3% | 343,108 | $14.2M |
| Chicago Partners Investment Group LLC | 0.44% | Add +3.3% | 325,345 | $13.4M |
| Liberty Wealth Management LLC | 2.22% | Add +6.0% | 322,645 | $13.3M |
| Alpha Financial Advisors, LLC | 5.86% | Add +92.5% | 313,518 | $12.9M |
| Momentous Wealth Management, Inc. | 10.46% | — | 305,758 | $12.6M |
| Blume Capital Management, Inc. | 2.82% | Add +36.0% | 304,330 | $12.6M |
| Continuum Wealth Advisors, LLC | 6.32% | Add +6.4% | 302,639 | $12.5M |
| Master's Wealth Management Inc. | 6.62% | — | 300,397 | $12.4M |
| Riverchase Wealth Management, LLC | 9.26% | — | 299,909 | $12.4M |
| Divergent Planning, LLC | 4.13% | Add +1.3% | 295,813 | $12.1M |
| Babb Wealth Advisors LLC | 9.72% | — | 292,278 | $12.1M |
| Daner Wealth Management, LLC | 8.80% | — | 288,845 | $12.0M |
| Ledgewood Wealth Advisors, LLC | 7.52% | Add +0.2% | 282,357 | $11.7M |
| Parkshore Wealth Management, Inc. | 6.98% | — | 281,095 | $11.6M |
| Diversify Wealth Management, LLC | 0.89% | Reduce -2.1% | 279,994 | $11.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.4% | 275,070 | $11.4M |
| Dravo Bay LLC | 5.25% | Add +5.8% | 262,281 | $10.8M |
| Heritage Wealth Management, Inc./Texas | 6.34% | Add +4.1% | 260,808 | $10.8M |
| Yardley Wealth Management LLC | 5.21% | Add +15.9% | 258,410 | $10.7M |
| Legacy Financial Group, Inc. | 3.44% | Add +4.8% | 259,187 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +16.3% | 253,985 | $10.5M |
| Tassel Capital Management, Inc. | 9.15% | — | 249,981 | $10.3M |
| Summit X, LLC | 2.26% | Add +45.2% | 247,121 | $10.2M |
| New Capital Management LP | 2.91% | Reduce -0.1% | 241,087 | $9.9M |
| Austin Wealth Management, LLC | 2.06% | Add +12.9% | 241,086 | $9.9M |
| Kings Path Partners LLC | 4.15% | Add +6.7% | 235,400 | $9.7M |
| Vestmark Advisory Solutions, Inc. | 0.33% | Add +2.5% | 235,347 | $9.7M |
| One Degree Advisors Inc | 3.94% | Add +2.1% | 233,305 | $9.7M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.