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 |
| Meredith Wealth Planning | 4.26% | Add +11.1% | 231,404 | $9.6M |
| City State Bank | 3.33% | Add +30.8% | 229,052 | $9.5M |
| ERn Financial, LLC | 1.38% | Add +2.7% | 222,697 | $9.2M |
| Modera Wealth Management, LLC | 0.11% | Add +1355.6% | 221,270 | $9.1M |
| Collective Family Office LLC | 2.47% | Add +0.7% | 217,743 | $9.0M |
| Sterling Wealth Management, Inc. | 3.23% | Add +22.7% | 211,681 | $8.7M |
| United Wealth Management, LLC | 2.94% | — | 211,113 | $8.7M |
| FinDec Wealth Services, Inc. | 6.04% | Reduce -4.0% | 210,827 | $8.7M |
| XY Planning Network, Inc. | 6.53% | — | 210,654 | $8.7M |
| Park Avenue Securities LLC | 0.09% | Add +3.3% | 207,656 | $8.6M |
| Graver Capital Management, LLC | 8.91% | — | 206,511 | $8.5M |
| Concord Wealth Partners | 1.39% | Add +14.6% | 205,909 | $8.5M |
| SJS Investment Consulting Inc. | 1.43% | Reduce -2.8% | 201,077 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.6% | 200,738 | $8.3M |
| Acropolis Investment Management, LLC | 0.49% | Add +106.2% | 199,989 | $8.3M |
| WMS Partners, LLC | 0.46% | Reduce -3.8% | 199,812 | $8.2M |
| ArborFi Advisors, LLC | 8.08% | — | 194,976 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.65% | Add +7.8% | 194,783 | $8.0M |
| Sutton Place Investors LLC | 4.56% | Add +0.7% | 190,724 | $7.9M |
| Citadel Advisors | 0.01% | Add +45.0% | 186,241 | $7.7M |
| BCU Wealth Advisors, LLC | 4.36% | Add +3.2% | 185,075 | $7.6M |
| Financial Symmetry Inc | 5.16% | Add +264.2% | 184,420 | $7.6M |
| Bluespring Wealth Management, LLC | 0.78% | Add +124.2% | 183,238 | $7.6M |
| Hippocratic Financial Advisors, LLC | 5.19% | — | 181,009 | $7.5M |
| Raymond James Financial Inc. | 0.00% | — | 180,774 | $7.5M |
| SageOak Financial, LLC | 6.81% | — | 180,687 | $7.5M |
| BWM Planning, LLC | 3.21% | Add +19.1% | 178,923 | $7.4M |
| Bank of America Corp. | 0.00% | Add +15.4% | 178,486 | $7.4M |
| SageView Advisory Group, LLC | 0.31% | Add +2.5% | 176,214 | $7.3M |
| NewEdge Advisors, LLC | 0.04% | Add +5.2% | 174,789 | $7.2M |
| Tru Independence Asset Management 2, LLC | 5.97% | Reduce -24.0% | 173,627 | $7.2M |
| Acorn Wealth Advisors, LLC | 2.85% | Reduce -11.6% | 167,098 | $6.9M |
| Wealth Dimensions Group, Ltd. | 1.68% | Add +65.7% | 166,379 | $6.9M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +1.6% | 165,079 | $6.8M |
| Wealthspan Partners, LLC | 3.22% | Add +1.3% | 163,280 | $6.7M |
| Vested Financial Planning, LLC | 6.31% | — | 161,514 | $6.7M |
| Ruedi Wealth Management, Inc. | 2.09% | Reduce -33.8% | 160,196 | $6.6M |
| Strategic Investment Solutions, Inc. | 2.19% | Add +34.3% | 157,400 | $6.5M |
| Parkworth Wealth Management, Inc. | 5.40% | — | 157,258 | $6.5M |
| Heritage Investment Group, Inc. | 1.20% | Add +141.3% | 155,944 | $6.4M |
| David Wealth Management LLC | 5.31% | — | 155,760 | $6.4M |
| Note Advisors, LLC | 5.63% | — | 154,151 | $6.4M |
| AssuredPartners Investment Advisors, LLC | 1.20% | — | 149,510 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4.2% | 144,233 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +13.4% | 142,238 | $5.9M |
| Fort Vancouver Investment Management, LLC | 4.95% | Add +3.9% | 141,458 | $5.8M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 141,259 | $5.8M |
| CGN Advisors LLC | 0.55% | Add +2.0% | 137,339 | $5.7M |
| Herold Advisors, Inc. | 1.22% | Add +11.1% | 135,551 | $5.6M |
| Citrine Capital LLC | 4.11% | — | 135,165 | $5.6M |
| PFG Advisors | 0.34% | Add +5.5% | 135,061 | $5.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.97% | Reduce -13.3% | 132,537 | $5.5M |
| Sterling Wealth Advisors Inc | 4.28% | — | 132,244 | $5.5M |
| Bay Harbor Wealth Management, LLC | 1.74% | Add +15.6% | 129,942 | $5.4M |
| Parker Financial LLC | 2.52% | Add +29.2% | 125,018 | $5.1M |
| Sowell Financial Services LLC | 0.27% | Add +0.2% | 123,248 | $5.1M |
| CreativeOne Wealth, LLC | 0.16% | Add +35.0% | 122,615 | $5.1M |
| Safeguard Investment Advisory Group, LLC | 1.39% | Add +2.9% | 122,480 | $5.1M |
| Plan Group Financial, LLC | 2.66% | Add +2.1% | 122,115 | $5.0M |
| Focus Partners Wealth | 0.01% | Reduce -9.7% | 119,165 | $4.9M |
| Curio Wealth, LLC | 2.58% | — | 116,392 | $4.8M |
| LVZ, Inc. | 0.61% | Add +26.7% | 115,282 | $4.8M |
| Applied Capital LLC | 2.40% | Add +4.6% | 113,073 | $4.7M |
| Mariner, LLC | 0.01% | Add +8.9% | 111,301 | $4.6M |
| HFG Wealth Management, LLC | 2.84% | Add +3.0% | 101,326 | $4.4M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -39.0% | 102,930 | $4.2M |
| Vermillion & White Wealth Management Group, LLC | 3.11% | Add +10.5% | 102,376 | $4.2M |
| Hill Investment Group Partners, LLC | 0.54% | No change | 98,355 | $4.1M |
| Vantage Point Financial LLC | 2.18% | — | 98,161 | $4.1M |
| Northwest Wealth Management, LLC | 0.86% | Add +3.5% | 97,862 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +26.1% | 97,660 | $4.0M |
| SpringVest Wealth Management LLC | 3.43% | — | 97,051 | $4.0M |
| Winebrenner Capital Management LLC | 3.07% | — | 96,598 | $4.0M |
| CLG LLC | 1.40% | — | 94,914 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 92,824 | $3.8M |
| SC&H Financial Advisors, Inc. | 0.78% | Add +28.4% | 91,900 | $3.8M |
| Porter White Investment Advisors, Inc. | 1.87% | Add +4.0% | 89,536 | $3.7M |
| DecisionMap Wealth Management, LLC | 2.91% | — | 89,068 | $3.7M |
| Old Mission Capital LLC | 0.09% | Add +1221.7% | 88,542 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -4.8% | 84,656 | $3.5M |
| Ancora Advisors LLC | 0.08% | Reduce -22.1% | 82,536 | $3.4M |
| Canopy Partners, LLC | 1.28% | Add +111.3% | 81,301 | $3.4M |
| Navigoe, LLC | 3.17% | — | 78,816 | $3.3M |
| Crown Wealth Group, LLC | 1.27% | Reduce -41.9% | 75,606 | $3.1M |
| Arcadia Wealth Management, Inc. | 2.63% | — | 74,926 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +27.3% | 73,998 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +27.3% | 73,998 | $3.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.75% | Add +5.0% | 73,760 | $3.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +99.0% | 73,546 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | New | 73,531 | $3.0M |
| IFG Advisory, LLC | 0.17% | Add +80.1% | 72,627 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.5% | 72,386 | $3.0M |
| Burk Holdings LLC | 2.40% | — | 71,953 | $3.0M |
| Abel Hall, LLC | 1.88% | Add +285.1% | 71,479 | $2.9M |
| First Financial Group Corp | 3.24% | — | 71,049 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +56.4% | 68,405 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.4% | 68,320 | $2.8M |
| AdvisorNet Financial, Inc | 0.24% | Add +49.7% | 68,248 | $2.8M |
| Aegis Wealth Management LLC | 1.74% | — | 62,349 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +279.8% | 62,187 | $2.6M |
| Hoxton Planning & Management, LLC | 0.92% | No change | 58,495 | $2.4M |
| Red Lighthouse Investment Management, LLC | 0.90% | No change | 55,000 | $2.3M |
| TCP Asset Management, LLC | 0.49% | Add +16.2% | 54,391 | $2.2M |
| Arkadios Wealth Advisors | 0.12% | Reduce -0.3% | 54,327 | $2.2M |
| USAdvisors Wealth Management, LLC | 0.72% | Add +6.6% | 53,571 | $2.2M |
| Pacific Asset Management, LLC | 2.06% | — | 53,013 | $2.2M |
| Berger Financial Group, Inc | 0.15% | New | 52,013 | $2.1M |
| Creative Planning | 0.00% | Add +4.9% | 51,721 | $2.1M |
| Arcadia Wealth Management, LLC | 1.07% | Add +4.1% | 51,088 | $2.1M |
| Wealth Advisors Northwest LLC | 1.43% | — | 50,782 | $2.1M |
| Arista Wealth Management, LLC | 0.49% | No change | 49,703 | $2.1M |
| Financial Connections Group, Inc. | 0.97% | New | 40,409 | $2.0M |
| Forum Financial Management, LP | 0.03% | Reduce -0.4% | 48,862 | $2.0M |
| Midwest Heritage Bank, FSB | 0.92% | Reduce -53.6% | 47,898 | $2.0M |
| Wealthcare Capital Management LLC | 0.19% | Add +90.0% | 46,264 | $1.9M |
| Quantum Financial Advisors, LLC | 0.29% | Reduce -1.2% | 46,034 | $1.9M |
| Factor Wealth Management LTD | 0.63% | — | 45,622 | $1.9M |
| Forza Wealth Management, LLC | 0.85% | Add +5.8% | 45,450 | $1.9M |
| Vestia Personal Wealth Advisors | 1.53% | Add +19.7% | 45,063 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +6.5% | 44,168 | $1.8M |
| Stewardship Advisors, LLC | 0.50% | Add +23.2% | 43,942 | $1.8M |
| Verus Financial Partners, Inc. | 0.20% | Add +22.5% | 43,622 | $1.8M |
| Mills Wealth Advisors LLC | 0.99% | Reduce -3.5% | 41,973 | $1.7M |
| Morris Financial Concepts, Inc. | 0.74% | Reduce -6.9% | 41,657 | $1.7M |
| TAGStone Capital, Inc. | 0.83% | Add +0.8% | 40,781 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +55.3% | 40,471 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +9.7% | 39,717 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.0% | 38,223 | $1.6M |
| LexAurum Advisors, LLC | 0.31% | Reduce -27.3% | 37,340 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.4% | 37,288 | $1.5M |
| Evanson Asset Management, LLC | 0.10% | Add +5.1% | 36,919 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +7.1% | 36,529 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -22.1% | 36,021 | $1.5M |
| Millstone Evans Group, LLC | 1.01% | — | 35,929 | $1.5M |
| Samalin Investment Counsel, LLC | 0.63% | Add +1.1% | 35,475 | $1.5M |
| Onyx Financial Advisors, LLC | 0.79% | Add +36.3% | 34,984 | $1.4M |
| Coston, McIsaac & Partners | 0.43% | Add +509.0% | 34,797 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Add +4.9% | 34,786 | $1.4M |
| Shearwater Capital LLC | 0.96% | Reduce -1.7% | 34,377 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Reduce -2.0% | 33,585 | $1.4M |
| Ariadne Wealth Management, LP | 0.62% | Add +75.0% | 32,356 | $1.3M |
| Mission Wealth Management, LP | 0.03% | New | 31,941 | $1.3M |
| Family Capital Management, Inc. | 0.77% | Add +15.9% | 30,769 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -28.0% | 30,071 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.61% | Reduce -11.8% | 29,896 | $1.2M |
| GEN Financial Management, INC. | 0.80% | — | 29,682 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +18.3% | 28,714 | $1.2M |
| Foster Group, Inc. | 0.05% | Reduce -12.2% | 28,720 | $1.2M |
| Copperleaf Capital, LLC | 0.74% | Add +32.5% | 28,343 | $1.2M |
| Simplicity Wealth,LLC | 0.23% | Reduce -1.8% | 27,272 | $1.1M |
| Entrewealth, LLC | 1.01% | — | 25,340 | $1.1M |
| MSH Capital Advisors LLC | 0.34% | Reduce -50.1% | 26,120 | $1.1M |
| SwitchPoint Financial Planning, LLC | 1.00% | — | 25,191 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +61.6% | 24,919 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.8% | 23,601 | $974K |
| Wolfstich Capital, LLC | 0.83% | — | 22,815 | $942K |
| D.A. Davidson & Co. | 0.01% | Reduce -7.7% | 22,452 | $927K |
| Cherry Tree Wealth Management, LLC | 0.23% | Add +5.3% | 22,306 | $921K |
| Investment Advisory Group, LLC | 0.31% | Reduce -0.9% | 22,101 | $912K |
| Main Street Financial Solutions, LLC | 0.09% | Add +84.0% | 21,645 | $893K |
| Csenge Advisory Group | 0.05% | Add +10.1% | 21,462 | $886K |
| IFP Advisors, Inc | 0.03% | Add +10.6% | 21,386 | $883K |
| Elite Life Management LLC | 2.49% | Reduce -14.7% | 20,365 | $840K |
| JFS Wealth Advisors, LLC | 0.06% | Add +0.1% | 20,323 | $839K |
| Builder Investment Group Inc. | 0.23% | Add +9.9% | 20,262 | $836K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Add +100.0% | 20,145 | $831K |
| Two West Capital Advisors LLC | 0.70% | Reduce -25.0% | 19,877 | $820K |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +1.4% | 19,891 | $820K |
| Awm Capital, LLC | 0.10% | Add +156.3% | 19,730 | $814K |
| Oceanside Advisors LLC | 0.60% | Reduce -6.2% | 19,513 | $805K |
| Jane Street Group, LLC | 0.00% | Reduce -96.2% | 19,038 | $786K |
| Triune Financial Partners, LLC | 0.24% | Reduce -14.8% | 18,671 | $771K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Reduce -19.9% | 18,039 | $744K |
| Hilltop Holdings Inc. | 0.05% | Reduce -39.6% | 17,405 | $718K |
| Pinney & Scofield, Inc. | 0.54% | — | 17,184 | $709K |
| Invst, LLC | 0.08% | Add +18.7% | 16,657 | $687K |
| Schulz Wealth, LTD. | 0.47% | Reduce -28.4% | 14,954 | $617K |
| Beta Wealth Group, Inc. | 0.27% | Add +14.1% | 14,904 | $615K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +0.5% | 14,777 | $610K |
| Penney Financial, LLC | 0.40% | Add +13.1% | 14,505 | $599K |
| Washington Trust Advisors, Inc. | 0.05% | No change | 14,316 | $591K |
| Elevate Wealth Advisory, Inc. | 0.44% | Add +0.3% | 14,204 | $586K |
| Corus Family Wealth Advisors | 0.39% | New | 14,198 | $586K |
| Geometric Wealth Advisors | 0.11% | Add +27.3% | 14,181 | $585K |
| Silver Oak Securities, Incorporated | 0.05% | Add +6.2% | 13,665 | $565K |
| GEM Asset Management, LLC | 0.31% | Add +4.4% | 13,548 | $559K |
| Beacon Financial Advisory LLC | 0.18% | Add +1.6% | 13,402 | $553K |
| Sigma Planning Corp | 0.02% | Add +5.3% | 13,374 | $552K |
| Kathleen S. Wright Associates Inc. | 0.23% | Add +45.4% | 13,199 | $545K |
| Five Oceans Advisors | 0.24% | Add +1.4% | 12,684 | $523K |
| Andrews, Lucia Wealth Management LLC | 0.34% | Add +37.2% | 11,949 | $516K |
| 25 LLC | 0.21% | Add +22.2% | 11,969 | $494K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.0% | 11,957 | $493K |
| StrongBox Wealth, LLC | 0.20% | New | 11,220 | $463K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Reduce -55.3% | 11,050 | $456K |
| Potentia Wealth | 0.20% | — | 10,843 | $447K |
| American Investment Services, Inc. | 0.08% | Reduce -91.5% | 10,769 | $444K |
| Forthright Family Wealth Advisory LLC | 0.27% | Add +2.5% | 10,107 | $417K |
| Blue Oak Capital, LLC | 0.24% | — | 9,605 | $396K |
| Timonier Family Office, LTD. | 0.20% | — | 9,369 | $387K |
| Parkside Financial Bank & Trust | 0.05% | No change | 9,022 | $372K |
| Farmers Trust Co. | 0.07% | No change | 9,000 | $371K |
| Riverbend Wealth Management, LLC | 0.32% | — | 8,666 | $358K |
| Drive Wealth Management, LLC | 0.09% | Reduce -17.1% | 8,607 | $355K |
| Waverly Advisors, LLC | 0.01% | No change | 8,566 | $354K |
| Fiduciary Financial Group, LLC | 0.08% | Add +2.6% | 8,621 | $352K |
| Keel Point, LLC | 0.03% | Add +0.3% | 8,295 | $342K |
| Forum Private Client Group LLC | 0.15% | Add +4.7% | 8,055 | $332K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.2% | 8,048 | $332K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.7% | 7,979 | $329K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 7,957 | $328K |
| Aspire Private Capital, LLC | 0.08% | Add +7.9% | 7,795 | $322K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -58.2% | 7,782 | $321K |
| Freedom Investment Management, Inc. | 0.03% | Add +0.1% | 7,717 | $318K |
| Foundation Wealth Management, LLC\PA | 0.15% | — | 7,532 | $311K |
| Burton Enright Welch | 0.07% | Reduce -18.8% | 7,504 | $310K |
| KM Capital Management Ltd. | 0.16% | New | 7,414 | $306K |
| Williams & Novak, LLC | 0.29% | Reduce -27.3% | 7,284 | $301K |
| Next Level Wealth Planning, LLC | 0.23% | — | 7,216 | $298K |
| Team Hewins, LLC | 0.12% | Reduce -61.0% | 7,210 | $298K |
| Matisse Capital | 0.15% | No change | 7,200 | $297K |
| Cwm, LLC | 0.00% | Add +9.7% | 7,135 | $294K |
| Ethos Financial Group, LLC | 0.04% | Add +0.8% | 7,088 | $293K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.8% | 7,026 | $290K |
| Able Wealth Management LLC | 0.19% | Add +25.2% | 6,870 | $284K |
| TCFG Wealth Management, LLC | 0.14% | Add +10.3% | 6,790 | $280K |
| Dopkins Wealth Management, LLC | 0.14% | New | 6,709 | $277K |
| Saxony Capital Management, LLC | 0.24% | Reduce -82.3% | 6,665 | $275K |
| MB Generational Wealth, LLC | 0.20% | Add +2.1% | 6,502 | $268K |
| Aspen Wealth Management LLC | 0.08% | Reduce -71.4% | 6,438 | $266K |
| Eaton-Cambridge Inc. | 0.12% | Add +12.0% | 6,434 | $266K |
| Concorde Asset Management, LLC | 0.14% | Reduce -1.0% | 6,350 | $262K |
| Acorn Creek Capital LLC | 0.13% | Add +0.7% | 6,343 | $262K |
| Bay Capital Advisors, LLC | 0.21% | — | 6,342 | $262K |
| US Bancorp \de | 0.00% | No change | 6,156 | $254K |
| C M Bidwell & Associates Ltd. | 0.15% | Reduce -31.3% | 6,083 | $251K |
| Lam Group, Inc. | 0.18% | Add +21.4% | 6,080 | $251K |
| Keystone Financial Services | 0.09% | New | 5,914 | $244K |
| Planning Center, Inc. | 0.03% | Reduce -5.0% | 5,886 | $243K |
| Axis Wealth Partners, LLC | 0.20% | — | 5,880 | $243K |
| Plancorp, LLC | 0.01% | New | 5,732 | $237K |
| FMB Wealth Management | 0.13% | No change | 5,601 | $231K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,553 | $229K |
| Redwood Park Advisors LLC | 0.19% | — | 5,424 | $224K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -46.6% | 5,190 | $214K |
| Live Oak Private Wealth LLC | 0.04% | New | 5,186 | $214K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -42.0% | 5,120 | $211K |
| Archvest Wealth Advisors, Inc. | 0.15% | New | 5,071 | $209K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.1% | 5,060 | $209K |
| Cary Street Partners Financial LLC | 0.01% | — | 5,056 | $209K |
| Gemmer Asset Management LLC | 0.02% | Reduce -2.6% | 5,029 | $208K |
| CW Advisors, LLC | 0.00% | New | 4,963 | $205K |
| Comerica Bank | 0.00% | Add +72.8% | 4,000 | $165K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,803 | $157K |
| Tortoise Investment Management, LLC | 0.01% | Add +4.2% | 3,294 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,203 | $132K |
| Grand Wealth Management, LLC | 0.07% | Reduce -1.6% | 3,149 | $130K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -4.3% | 2,993 | $124K |
| Citigroup Inc. | 0.00% | Add +48.7% | 2,911 | $120K |
| Morgan Stanley | 0.00% | Reduce -17.5% | 2,826 | $117K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,391 | $99K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +152.3% | 2,223 | $92K |
| Global Retirement Partners, LLC | 0.00% | Add +7.0% | 2,215 | $91K |
| Fifth Third Bancorp | 0.00% | No change | 2,027 | $84K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,743 | $72K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.1% | 1,730 | $71K |
| National Bank of Canada | 0.00% | New | 1,709 | $71K |
| WealthShield Partners, LLC | 0.01% | Reduce -28.1% | 1,697 | $70K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,671 | $69K |
| CVA Family Office, LLC | 0.01% | New | 1,620 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,483 | $61K |
| BlackRock, Inc. | 0.00% | New | 1,136 | $47K |
| Colonial Trust Co / SC | 0.01% | Reduce -9.9% | 853 | $35K |
| Nemes Rush Group LLC | 0.00% | New | 752 | $31K |
| Wells Fargo & Company | 0.00% | Reduce -87.9% | 718 | $30K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 670 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -12.1% | 631 | $26K |
| Clearstead Advisors, LLC | 0.00% | New | 564 | $23K |
| Transce3nd, LLC | 0.01% | — | 469 | $19K |
| 10Elms LLP | 0.02% | — | 450 | $19K |
| Orion Capital Management LLC | 0.01% | New | 335 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +125.8% | 219 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| UBS Group AG | 0.00% | New | 93 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 92 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 60 | $2K |
| MAI Capital Management | 0.00% | New | 59 | $2K |
| Nova Wealth Management, Inc. | 0.00% | — | 28 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 11 | $454 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $83 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.