Dimensional Core FixedDFCFETF
13F holders, Q1 2025 (March 31)403holders +12
29new positions
19sold out
$42.09avg. 13F price*
At the end of Q1 2025, 403 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 12 from Q4 2024. 29 opened new positions and 19 sold out. The largest holders were Truepoint, Inc. ($475.4M), Beaird Harris Wealth Management, LLC ($126.2M) and WPWealth LLP ($118.7M).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $48.0M |
| Exits | 19 | $13.0M |
All 13F filers, Q4 2024 → Q1 2025: 11,720,454 shares bought and 3,456,340,043 shares sold, net −3,444,619,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Truepoint, Inc. | 12.90% | Add +1.6% | 11,303,338 | $475.4M |
| Beaird Harris Wealth Management, LLC | 10.73% | Add +1.1% | 2,999,957 | $126.2M |
| WPWealth LLP | 23.43% | Add +1.7% | 2,821,454 | $118.7M |
| Factory Mutual Insurance Co. | 1.36% | Add +73.3% | 2,793,770 | $117.5M |
| OneDigital Investment Advisors LLC | 1.34% | Add +2.0% | 2,686,620 | $113.0M |
| Great Waters Wealth Management | 14.17% | Reduce -2.1% | 2,428,912 | $102.2M |
| Hemington Wealth Management | 15.48% | Add +195.5% | 2,372,465 | $99.8M |
| DiNuzzo Private Wealth, Inc. | 11.63% | Add +0.5% | 2,195,812 | $92.4M |
| Sequoia Financial Advisors, LLC | 0.69% | Add +50.3% | 2,113,677 | $88.9M |
| Apella Capital, LLC | 2.92% | Add +6.9% | 2,040,511 | $85.0M |
| Phillips Financial Management, LLC | 6.22% | Add +14.7% | 1,913,355 | $80.5M |
| Savant Capital, LLC | 0.67% | Add +40.5% | 1,877,210 | $79.0M |
| HighTower Advisors, LLC | 0.09% | Add +4.9% | 1,490,272 | $62.7M |
| Pathstone Holdings, LLC | 0.27% | Reduce -0.4% | 1,481,182 | $62.3M |
| Dynamic Advisor Solutions LLC | 2.04% | Add +1.6% | 1,469,863 | $61.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -16.1% | 1,454,208 | $61.2M |
| Core Wealth Management, Inc. | 22.95% | Add +17.6% | 1,421,585 | $59.8M |
| Stratos Investment Management, LLC | 3.02% | Add +9.9% | 1,346,097 | $56.6M |
| Market Street Wealth Management Advisors LLC | 9.53% | Add +18.5% | 1,333,299 | $56.1M |
| Allworth Financial LP | 0.31% | Reduce -3.7% | 1,335,973 | $55.6M |
| Root Financial Partners, LLC | 5.53% | Add +16.4% | 1,233,190 | $51.9M |
| GeoWealth Management, LLC | 2.05% | Add +2.1% | 1,215,266 | $51.1M |
| HBK Sorce Advisory LLC | 1.37% | Reduce -5.7% | 1,107,233 | $46.6M |
| LPL Financial LLC | 0.02% | Reduce -13.3% | 1,090,443 | $45.9M |
| RW Investment Management LLC | 5.58% | Add +3.3% | 1,079,413 | $45.4M |
| Rather & Kittrell, Inc. | 9.82% | Add +7.7% | 1,076,310 | $45.3M |
| Creative Capital Management Investments LLC | 15.89% | Add +5.7% | 978,473 | $41.2M |
| Betterment LLC | 0.09% | Add +8.6% | 918,774 | $38.6M |
| Pure Financial Advisors, LLC | 0.80% | Reduce -0.1% | 913,267 | $38.4M |
| Ullmann Wealth Partners Group, LLC | 4.96% | Add +0.1% | 887,068 | $37.3M |
| PBMares Wealth Management LLC | 7.31% | Add +41.6% | 868,580 | $36.5M |
| Annandale Capital, LLC | 6.44% | Add +1.3% | 817,373 | $34.4M |
| Grunden Financial Advisory, Inc. | 15.95% | Add +2.5% | 780,569 | $32.8M |
| Royal Bank of Canada | 0.01% | Add +77.9% | 721,189 | $30.3M |
| HFM Investment Advisors, LLC | 14.27% | — | 699,815 | $29.4M |
| Sax Wealth Advisors, LLC | 2.09% | Reduce -9.5% | 695,210 | $29.2M |
| Opus Capital Group, LLC | 3.71% | Add +0.5% | 685,138 | $28.8M |
| Integrity Alliance, Llc. | 1.11% | New | 664,928 | $28.0M |
| Graves Light Lenhart Wealth, Inc. | 3.37% | Add +22.1% | 651,815 | $27.4M |
| Assetmark, Inc. | 0.07% | Reduce -2.6% | 640,405 | $26.9M |
| Rise Advisors, LLC | 11.51% | Add +6.0% | 619,158 | $26.0M |
| Aspen Capital Management, LLC | 8.31% | — | 617,745 | $26.0M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -1.7% | 608,802 | $25.6M |
| Great Oak Capital Partners, LLC | 8.44% | No change | 619,091 | $25.3M |
| DecisionPoint Financial, LLC | 7.11% | Add +7.2% | 582,553 | $24.5M |
| Hiley Hunt Wealth Management | 13.25% | Add +6.7% | 576,035 | $24.3M |
| BCR Wealth Strategies, LLC | 10.66% | Add +1.4% | 577,098 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.9% | 573,252 | $24.1M |
| Asset Planning Corporation | 13.96% | Add +2.0% | 563,249 | $23.7M |
| Jane Street Group, LLC | 0.04% | Add +2776.1% | 547,559 | $23.0M |
| Tillman Hartley LLC | 6.68% | Add +5.4% | 546,159 | $23.0M |
| AE Wealth Management LLC | 0.18% | Add +5.4% | 507,976 | $21.4M |
| Integrated Wealth Concepts LLC | 0.24% | Add +1.5% | 499,558 | $21.0M |
| Physician Wealth Solutions Inc. | 10.15% | Add +0.1% | 480,108 | $20.2M |
| Leading Edge Financial Planning LLC | 6.20% | Add +4.8% | 472,136 | $19.9M |
| Verisail Partners, LLC | 9.15% | Add +3.1% | 471,778 | $19.8M |
| TruNorth Capital Management, LLC | 4.93% | Add +7.8% | 471,243 | $19.8M |
| Krilogy Financial LLC | 1.27% | Add +6.6% | 465,153 | $19.6M |
| Corient Private Wealth LP | 0.03% | Add +1.0% | 460,893 | $19.4M |
| CFS Investment Advisory Services, LLC | 1.68% | Add +0.5% | 450,022 | $18.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 434,714 | $18.3M |
| Blume Capital Management, Inc. | 4.10% | Add +42.4% | 433,248 | $18.2M |
| Vermillion Wealth Management, Inc. | 5.42% | Add +0.7% | 432,866 | $18.2M |
| BCO Wealth Management LLC | 14.23% | Add +11.4% | 431,387 | $18.1M |
| RCS Financial Planning, LLC | 9.26% | Add +2.6% | 417,246 | $17.5M |
| Osaic Holdings, Inc. | 0.04% | Add +186.8% | 413,630 | $17.4M |
| DAVENPORT & Co LLC | 0.10% | Add +12.0% | 411,929 | $17.3M |
| Rational Advisors, Inc. | 1.81% | Reduce -8.9% | 411,054 | $17.3M |
| Bannerman Wealth Management Group, LLC | 14.04% | Add +3.4% | 408,635 | $17.2M |
| Aurelius Family Office LLC | 8.52% | Add +0.2% | 399,471 | $16.8M |
| Binnacle Investments Inc | 11.82% | — | 385,223 | $16.2M |
| Moller Wealth Partners | 3.91% | Add +9.6% | 376,107 | $15.8M |
| Momentous Wealth Management, Inc. | 10.99% | Add +20.8% | 369,273 | $15.5M |
| Chicago Partners Investment Group LLC | 0.50% | Add +10.3% | 358,841 | $15.0M |
| Mariner, LLC | 0.02% | Add +215.6% | 351,223 | $14.8M |
| Mattern Wealth Management LLC | 3.26% | Add +1.5% | 350,301 | $14.7M |
| Continuum Wealth Advisors, LLC | 7.42% | Add +13.7% | 344,236 | $14.5M |
| Client 1ST Advisory Group, LLC | 5.59% | Reduce -3.5% | 341,626 | $14.4M |
| Alpha Financial Advisors, LLC | 6.24% | Add +6.5% | 333,857 | $14.0M |
| Divergent Planning, LLC | 4.48% | Add +8.2% | 320,132 | $13.5M |
| Riverchase Wealth Management, LLC | 9.32% | Add +5.5% | 316,348 | $13.3M |
| Liberty Wealth Management LLC | 2.54% | Reduce -2.1% | 315,888 | $13.3M |
| Parkshore Wealth Management, Inc. | 7.65% | Add +11.3% | 312,894 | $13.2M |
| Diversify Wealth Management, LLC | 0.98% | Add +11.8% | 312,982 | $13.1M |
| Babb Wealth Advisors LLC | 10.43% | Add +5.8% | 309,323 | $13.0M |
| Master's Wealth Management Inc. | 6.82% | Add +2.8% | 308,831 | $13.0M |
| Vermillion & White Wealth Management Group, LLC | 9.19% | Add +195.0% | 301,990 | $12.7M |
| Farther Finance Advisors, LLC | 0.31% | Add +183.6% | 291,905 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +72.0% | 283,874 | $11.9M |
| Ledgewood Wealth Advisors, LLC | 7.52% | Reduce -1.8% | 277,233 | $11.7M |
| Legacy Financial Group, Inc. | 3.72% | Add +6.3% | 275,409 | $11.6M |
| Truist Financial Corp. | 0.02% | Add +7.1% | 272,041 | $11.4M |
| Heritage Wealth Management, Inc./Texas | 6.61% | Add +4.0% | 271,320 | $11.4M |
| Kings Path Partners LLC | 5.58% | Add +15.1% | 270,960 | $11.4M |
| Tassel Capital Management, Inc. | 9.89% | Add +7.6% | 268,899 | $11.3M |
| Austin Wealth Management, LLC | 2.27% | Add +12.6% | 271,485 | $11.3M |
| City State Bank | 3.72% | Add +17.2% | 268,490 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.9% | 266,981 | $11.2M |
| Dravo Bay LLC | 5.66% | Reduce -3.2% | 253,848 | $10.7M |
| Bluespring Wealth Management, LLC | 1.08% | Add +37.6% | 252,146 | $10.6M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.