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 |
| SageOak Financial, LLC | 9.30% | Add +38.0% | 249,403 | $10.5M |
| Summit X, LLC | 2.20% | Add +0.8% | 249,151 | $10.5M |
| Collective Family Office LLC | 2.78% | Add +12.2% | 244,369 | $10.3M |
| Meredith Wealth Planning | 4.46% | Add +3.9% | 240,345 | $10.1M |
| Modera Wealth Management, LLC | 0.14% | Add +7.2% | 237,196 | $10.0M |
| One Degree Advisors Inc | 4.09% | Add +1.3% | 236,379 | $9.9M |
| ERn Financial, LLC | 1.57% | Add +5.8% | 235,735 | $9.9M |
| Yardley Wealth Management LLC | 5.73% | Reduce -10.5% | 231,287 | $9.7M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Reduce -1.8% | 231,109 | $9.7M |
| Essential Planning, LLC. | 3.70% | Reduce -98.1% | 218,149 | $9.2M |
| Graver Capital Management, LLC | 9.27% | Add +4.6% | 216,101 | $9.1M |
| United Wealth Management, LLC | 2.82% | Add +1.3% | 213,747 | $9.0M |
| HB Wealth Management, LLC | 0.08% | New | 212,447 | $8.9M |
| XY Planning Network, Inc. | 5.91% | Add +0.0% | 210,726 | $8.9M |
| Park Avenue Securities LLC | 0.11% | Add +1.0% | 209,801 | $8.8M |
| Financial Symmetry Inc | 5.40% | Add +13.3% | 208,977 | $8.8M |
| Strategic Investment Solutions, Inc. | 2.54% | Add +32.1% | 207,895 | $8.7M |
| ArborFi Advisors, LLC | 8.52% | Add +4.6% | 203,906 | $8.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.67% | Add +3.8% | 202,118 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 198,031 | $8.3M |
| SJS Investment Consulting Inc. | 1.41% | Reduce -2.1% | 196,940 | $8.3M |
| Pioneer Wealth Management Group | 3.56% | — | 196,690 | $8.3M |
| Acropolis Investment Management, LLC | 0.49% | Reduce -2.4% | 195,294 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.8% | 195,108 | $8.2M |
| Hippocratic Financial Advisors, LLC | 4.85% | Add +7.1% | 193,789 | $8.2M |
| BCU Wealth Advisors, LLC | 4.19% | Add +3.6% | 191,707 | $8.1M |
| Note Advisors, LLC | 6.60% | Add +23.2% | 189,915 | $8.0M |
| Sutton Place Investors LLC | 5.37% | Reduce -0.5% | 189,793 | $8.0M |
| Bank of America Corp. | 0.00% | Add +5.2% | 187,812 | $7.9M |
| Wealth Dimensions Group, Ltd. | 1.88% | Add +12.6% | 187,377 | $7.9M |
| BWM Planning, LLC | 3.33% | Add +4.7% | 187,351 | $7.9M |
| SageView Advisory Group, LLC | 0.32% | Add +0.3% | 176,759 | $7.4M |
| Concord Wealth Partners | 1.21% | Reduce -15.1% | 174,885 | $7.4M |
| Parkworth Wealth Management, Inc. | 5.62% | Add +6.4% | 167,363 | $7.0M |
| Vested Financial Planning, LLC | 6.80% | Add +0.1% | 161,684 | $6.8M |
| Wealthspan Partners, LLC | 3.13% | Reduce -1.2% | 161,287 | $6.8M |
| Tru Independence Asset Management 2, LLC | 4.95% | Reduce -9.4% | 157,297 | $6.6M |
| CGN Advisors LLC | 0.65% | Add +14.2% | 156,799 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +9.2% | 155,248 | $6.5M |
| David Wealth Management LLC | 5.45% | Reduce -0.5% | 155,017 | $6.5M |
| Fort Vancouver Investment Management, LLC | 4.99% | Add +9.3% | 154,641 | $6.5M |
| Financial Connections Group, Inc. | 2.89% | Add +221.2% | 129,774 | $6.4M |
| Heritage Investment Group, Inc. | 1.21% | Reduce -2.2% | 152,555 | $6.4M |
| Herold Advisors, Inc. | 1.39% | Add +11.2% | 150,714 | $6.3M |
| AssuredPartners Investment Advisors, LLC | 1.22% | Add +0.6% | 150,411 | $6.3M |
| Acorn Wealth Advisors, LLC | 2.58% | Reduce -11.8% | 147,389 | $6.2M |
| PFG Advisors | 0.35% | Add +9.1% | 147,313 | $6.2M |
| New Capital Management LP | 1.74% | Reduce -40.4% | 143,804 | $6.0M |
| Ruedi Wealth Management, Inc. | 1.86% | Reduce -11.7% | 141,474 | $6.0M |
| Integrity Investment Advisors, LLC | 5.43% | — | 141,348 | $5.9M |
| Parker Financial LLC | 2.82% | Add +11.6% | 139,497 | $5.9M |
| Plan Group Financial, LLC | 2.03% | Add +10.9% | 135,488 | $5.7M |
| CreativeOne Wealth, LLC | 0.17% | Add +10.1% | 135,021 | $5.7M |
| Citrine Capital LLC | 3.53% | Reduce -0.7% | 134,191 | $5.6M |
| Bay Harbor Wealth Management, LLC | 1.77% | Add +2.3% | 132,965 | $5.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.97% | Reduce -3.3% | 128,131 | $5.4M |
| Sterling Wealth Advisors Inc | 4.12% | Reduce -3.9% | 127,094 | $5.3M |
| Simplicity Wealth,LLC | 0.40% | Add +352.4% | 123,385 | $5.2M |
| Sowell Financial Services LLC | 0.23% | Reduce -0.5% | 122,597 | $5.2M |
| Safeguard Investment Advisory Group, LLC | 1.35% | Reduce -3.7% | 117,954 | $5.0M |
| Curio Wealth, LLC | 2.51% | Reduce -99.8% | 180 | $4.8M |
| FinDec Wealth Services, Inc. | 4.65% | Reduce -47.0% | 111,783 | $4.7M |
| Winebrenner Capital Management LLC | 4.17% | Add +13.8% | 109,967 | $4.6M |
| Arax Advisory Partners | 0.29% | Reduce -84.7% | 109,341 | $4.6M |
| HFG Wealth Management, LLC | 2.78% | Add +9.8% | 111,287 | $4.6M |
| Focus Partners Wealth | 0.01% | Reduce -8.6% | 108,952 | $4.6M |
| Applied Capital LLC | 2.24% | Reduce -4.0% | 108,590 | $4.6M |
| Vantage Point Financial LLC | 2.27% | Add +9.2% | 107,176 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +12.9% | 104,842 | $4.4M |
| LVZ, Inc. | 0.57% | Reduce -9.7% | 104,160 | $4.4M |
| SpringVest Wealth Management LLC | 3.60% | Add +6.3% | 103,202 | $4.3M |
| SC&H Financial Advisors, Inc. | 0.85% | Add +12.2% | 103,138 | $4.3M |
| CLG LLC | 1.50% | Add +8.3% | 102,787 | $4.3M |
| Berger Financial Group, Inc | 0.30% | Add +96.2% | 102,045 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +126.0% | 99,814 | $4.2M |
| Porter White Investment Advisors, Inc. | 2.06% | Add +10.8% | 99,198 | $4.2M |
| AdvisorNet Financial, Inc | 0.31% | Add +44.1% | 98,323 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.6% | 98,225 | $4.1M |
| Northwest Wealth Management, LLC | 0.81% | Reduce -0.8% | 97,066 | $4.1M |
| Hill Investment Group Partners, LLC | 0.56% | Reduce -1.5% | 96,906 | $4.1M |
| Navigoe, LLC | 3.50% | Add +21.8% | 95,986 | $4.0M |
| Spinnaker Investment Group, LLC | 0.90% | Reduce -73.4% | 94,773 | $4.0M |
| DecisionMap Wealth Management, LLC | 2.92% | Add +2.4% | 91,234 | $3.8M |
| Arcadia Wealth Management, Inc. | 2.87% | Add +16.8% | 87,482 | $3.7M |
| Burk Holdings LLC | 2.76% | Add +20.8% | 86,941 | $3.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.83% | Add +12.6% | 83,074 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +10.6% | 81,821 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +10.6% | 81,821 | $3.4M |
| IFG Advisory, LLC | 0.18% | Add +7.4% | 77,979 | $3.3M |
| Ancora Advisors LLC | 0.07% | Reduce -6.9% | 76,837 | $3.2M |
| Canopy Partners, LLC | 1.24% | Reduce -6.8% | 75,776 | $3.2M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.9% | 74,940 | $3.2M |
| First Financial Group Corp | 3.55% | Add +5.2% | 74,751 | $3.1M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +1.2% | 74,430 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +1.8% | 69,537 | $2.9M |
| Coston, McIsaac & Partners | 0.84% | Add +96.2% | 68,254 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -61.3% | 67,670 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.0% | 66,568 | $2.8M |
| Arkadios Wealth Advisors | 0.11% | Add +21.9% | 66,249 | $2.8M |
| Creative Planning | 0.00% | Add +27.0% | 65,700 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.1% | 64,940 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +2.0% | 63,454 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +55.2% | 62,794 | $2.6M |
| Aegis Wealth Management LLC | 1.50% | Reduce -3.0% | 60,498 | $2.5M |
| TCP Asset Management, LLC | 0.56% | Add +10.2% | 59,956 | $2.5M |
| Pacific Asset Management, LLC | 2.21% | Add +10.7% | 58,690 | $2.5M |
| Abel Hall, LLC | 1.38% | Reduce -24.1% | 54,216 | $2.3M |
| Factor Wealth Management LTD | 0.70% | Add +18.5% | 54,071 | $2.3M |
| Wealth Advisors Northwest LLC | 1.44% | Add +6.3% | 53,974 | $2.3M |
| Vestia Personal Wealth Advisors | 1.75% | Add +16.8% | 52,609 | $2.2M |
| Stewardship Advisors, LLC | 0.59% | Add +18.8% | 52,195 | $2.2M |
| Arcadia Wealth Management, LLC | 1.08% | Add +1.5% | 51,834 | $2.2M |
| Arista Wealth Management, LLC | 0.51% | No change | 49,703 | $2.1M |
| Entrewealth, LLC | 1.54% | Add +88.0% | 47,639 | $2.0M |
| Quantum Financial Advisors, LLC | 0.29% | Add +0.8% | 46,404 | $2.0M |
| Forza Wealth Management, LLC | 0.86% | No change | 45,450 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +18.2% | 45,189 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +16.5% | 42,571 | $1.8M |
| Forum Financial Management, LP | 0.03% | Reduce -13.2% | 42,417 | $1.8M |
| Verus Financial Partners, Inc. | 0.20% | Reduce -1.7% | 42,870 | $1.8M |
| Capital Planning LLC | 0.48% | New | 40,917 | $1.7M |
| Williams & Novak, LLC | 1.67% | Add +456.4% | 40,526 | $1.7M |
| Morris Financial Concepts, Inc. | 0.70% | Reduce -4.8% | 39,653 | $1.7M |
| Hoxton Planning & Management, LLC | 0.63% | Reduce -32.5% | 39,477 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.54% | No change | 39,717 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.53% | Add +52.3% | 38,372 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.5% | 38,208 | $1.6M |
| Evanson Asset Management, LLC | 0.11% | Add +0.3% | 37,012 | $1.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.32% | Add +83.7% | 37,011 | $1.6M |
| Mills Wealth Advisors LLC | 0.82% | Reduce -12.2% | 36,855 | $1.6M |
| Millstone Evans Group, LLC | 1.04% | Add +1.8% | 36,579 | $1.5M |
| LexAurum Advisors, LLC | 0.30% | Reduce -2.6% | 36,370 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | No change | 36,021 | $1.5M |
| Onyx Financial Advisors, LLC | 0.80% | Add +2.9% | 36,006 | $1.5M |
| Family Capital Management, Inc. | 0.92% | Add +15.7% | 35,612 | $1.5M |
| Samalin Investment Counsel, LLC | 0.60% | Reduce -1.3% | 35,002 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 1.32% | — | 34,895 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Reduce -0.3% | 34,686 | $1.5M |
| Shearwater Capital LLC | 1.02% | Add +0.0% | 34,386 | $1.4M |
| Revolve Wealth Partners, LLC | 0.20% | New | 32,745 | $1.4M |
| Ariadne Wealth Management, LP | 0.69% | Reduce -1.9% | 31,741 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 31,351 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.45% | Reduce -42.2% | 30,949 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -4.4% | 30,539 | $1.3M |
| Elser Financial Planning, Inc | 1.77% | Reduce -100.0% | 30,469 | $1.3M |
| Tradewinds, LLC. | 0.36% | New | 30,204 | $1.3M |
| Balance Wealth Partners LLC | 0.83% | — | 30,194 | $1.3M |
| Blue Oak Capital, LLC | 0.68% | Add +204.0% | 29,198 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +1.2% | 29,055 | $1.2M |
| Foster Group, Inc. | 0.05% | Reduce -0.2% | 28,666 | $1.2M |
| Oceanside Advisors LLC | 0.86% | Add +44.0% | 28,100 | $1.2M |
| Old Mission Capital LLC | 0.02% | Reduce -68.3% | 28,092 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.48% | Reduce -49.1% | 28,000 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +248.5% | 27,808 | $1.2M |
| Copperleaf Capital, LLC | 0.68% | Reduce -4.7% | 27,012 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.54% | Reduce -10.4% | 26,781 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -68.9% | 26,316 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +4.2% | 25,958 | $1.1M |
| Main Street Financial Solutions, LLC | 0.09% | Add +15.5% | 24,998 | $1.1M |
| GEN Financial Management, INC. | 0.70% | Reduce -16.8% | 24,706 | $1.0M |
| Invst, LLC | 0.14% | Add +47.6% | 24,584 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +10.9% | 23,720 | $998K |
| Wolfstich Capital, LLC | 0.87% | No change | 22,815 | $960K |
| Cherry Tree Wealth Management, LLC | 0.23% | Add +0.2% | 22,354 | $940K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -84.2% | 22,331 | $939K |
| Investment Advisory Group, LLC | 0.31% | Add +0.1% | 22,116 | $930K |
| Csenge Advisory Group | 0.05% | Add +2.3% | 21,964 | $914K |
| Builder Investment Group Inc. | 0.26% | Add +7.1% | 21,700 | $913K |
| Midwest Heritage Bank, FSB | 0.36% | Reduce -56.2% | 20,987 | $883K |
| JFS Wealth Advisors, LLC | 0.06% | Add +1.1% | 20,555 | $865K |
| Pinney & Scofield, Inc. | 0.62% | Add +19.0% | 20,449 | $860K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.2% | 20,015 | $842K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Add +0.4% | 19,975 | $840K |
| Awm Capital, LLC | 0.10% | Add +0.5% | 19,819 | $834K |
| MSH Capital Advisors LLC | 0.25% | Reduce -25.9% | 19,363 | $814K |
| Aveo Capital Partners, LLC | 0.13% | Reduce -43.2% | 19,084 | $798K |
| Triune Financial Partners, LLC | 0.25% | Add +0.7% | 18,806 | $791K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +467.3% | 18,169 | $764K |
| TAGStone Capital, Inc. | 0.38% | Reduce -55.5% | 18,154 | $764K |
| Symmetry Partners, LLC | 0.10% | New | 17,826 | $750K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Reduce -2.4% | 17,615 | $741K |
| Cloud Capital Management, LLC | 0.53% | — | 17,630 | $740K |
| Elite Life Management LLC | 2.24% | Reduce -16.3% | 17,054 | $717K |
| Schulz Wealth, LTD. | 0.53% | Add +11.3% | 16,646 | $700K |
| Washington Trust Advisors, Inc. | 0.06% | Add +14.3% | 16,359 | $688K |
| D.A. Davidson & Co. | 0.01% | Reduce -27.9% | 16,189 | $681K |
| Two West Capital Advisors LLC | 0.56% | Reduce -18.1% | 16,280 | $670K |
| Andrews, Lucia Wealth Management LLC | 0.43% | Add +30.1% | 15,544 | $641K |
| Live Oak Private Wealth LLC | 0.10% | Add +187.6% | 14,917 | $627K |
| Penney Financial, LLC | 0.41% | Add +2.2% | 14,830 | $624K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +0.3% | 14,820 | $623K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +85.9% | 14,789 | $622K |
| Elevate Wealth Advisory, Inc. | 0.42% | Reduce -1.3% | 14,013 | $589K |
| GEM Asset Management, LLC | 0.32% | Add +1.4% | 13,743 | $580K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.3% | 13,702 | $575K |
| Team Financial Group, LLC | 0.33% | New | 13,527 | $569K |
| Hamilton Capital, LLC | 0.03% | New | 13,341 | $561K |
| Kathleen S. Wright Associates Inc. | 0.23% | No change | 13,199 | $555K |
| Sigma Planning Corp | 0.02% | Reduce -1.6% | 13,162 | $554K |
| StrongBox Wealth, LLC | 0.23% | Add +17.0% | 13,123 | $552K |
| Five Oceans Advisors | 0.26% | Add +2.0% | 12,937 | $544K |
| Corus Family Wealth Advisors | 0.37% | Reduce -9.9% | 12,790 | $538K |
| Archvest Wealth Advisors, Inc. | 0.44% | Add +151.3% | 12,745 | $536K |
| 25 LLC | 0.21% | Add +3.2% | 12,351 | $519K |
| MB Generational Wealth, LLC | 0.37% | Add +81.4% | 11,794 | $496K |
| Plancorp, LLC | 0.02% | Add +105.7% | 11,791 | $496K |
| RFG Advisory, LLC | 0.01% | Reduce -61.4% | 11,611 | $488K |
| Aspire Private Capital, LLC | 0.11% | Add +39.9% | 10,901 | $458K |
| Potentia Wealth | 0.21% | No change | 10,843 | $456K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Reduce -2.5% | 10,775 | $453K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -21.7% | 10,496 | $441K |
| Geometric Wealth Advisors | 0.07% | Reduce -26.7% | 10,398 | $437K |
| Hilltop Holdings Inc. | 0.03% | Reduce -40.5% | 10,363 | $436K |
| American Investment Services, Inc. | 0.08% | Reduce -5.5% | 10,176 | $428K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.9% | 10,171 | $428K |
| Forthright Family Wealth Advisory LLC | 0.28% | No change | 10,107 | $425K |
| Forum Private Client Group LLC | 0.18% | Add +20.7% | 9,724 | $409K |
| Riverbend Wealth Management, LLC | 0.36% | Add +10.4% | 9,569 | $402K |
| Timonier Family Office, LTD. | 0.17% | No change | 9,369 | $394K |
| Parkside Financial Bank & Trust | 0.05% | No change | 9,022 | $379K |
| Farmers Trust Co. | 0.07% | No change | 9,000 | $379K |
| Waverly Advisors, LLC | 0.00% | Add +3.8% | 8,895 | $374K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -99.5% | 8,771 | $369K |
| Aspen Wealth Management LLC | 0.10% | Add +33.9% | 8,620 | $363K |
| Drive Wealth Management, LLC | 0.08% | Reduce -1.4% | 8,482 | $357K |
| Lam Group, Inc. | 0.26% | Add +38.2% | 8,400 | $353K |
| Citigroup Inc. | 0.00% | Add +187.9% | 8,381 | $353K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -3.6% | 8,306 | $342K |
| Cary Street Partners Financial LLC | 0.01% | Add +60.7% | 8,123 | $342K |
| Keel Point, LLC | 0.03% | Reduce -2.9% | 8,056 | $339K |
| Freedom Investment Management, Inc. | 0.03% | Add +4.0% | 8,026 | $338K |
| Next Level Wealth Planning, LLC | 0.25% | Add +10.7% | 7,985 | $336K |
| Werba Rubin Papier Wealth Management | 0.07% | New | 7,423 | $312K |
| Calton & Associates, Inc. | 0.07% | New | 7,296 | $307K |
| Bank of Montreal | 0.00% | New | 7,204 | $303K |
| Matisse Capital | 0.16% | No change | 7,200 | $303K |
| Burton Enright Welch | 0.06% | Reduce -4.3% | 7,178 | $302K |
| Austin Private Wealth, LLC | 0.03% | New | 7,031 | $296K |
| Ethos Financial Group, LLC | 0.03% | No change | 7,088 | $293K |
| Axis Wealth Partners, LLC | 0.22% | Add +17.9% | 6,933 | $292K |
| Beacon Financial Strategies CORP | 0.20% | New | 6,879 | $289K |
| Eaton-Cambridge Inc. | 0.12% | Add +5.7% | 6,801 | $286K |
| Dopkins Wealth Management, LLC | 0.14% | No change | 6,709 | $282K |
| Brookwood Investment Group LLC | 0.05% | — | 6,550 | $275K |
| Bay Capital Advisors, LLC | 0.23% | Add +2.0% | 6,471 | $272K |
| Compass Ion Advisors, LLC | 0.03% | New | 6,467 | $272K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.5% | 6,429 | $270K |
| Concorde Asset Management, LLC | 0.15% | Add +2.2% | 6,490 | $270K |
| Acorn Creek Capital LLC | 0.13% | Reduce -0.1% | 6,338 | $267K |
| Crown Wealth Group, LLC | 0.14% | Reduce -91.7% | 6,294 | $265K |
| TCFG Wealth Management, LLC | 0.13% | Reduce -10.8% | 6,060 | $255K |
| C M Bidwell & Associates Ltd. | 0.15% | Reduce -2.0% | 5,962 | $251K |
| Planning Center, Inc. | 0.03% | Reduce -0.5% | 5,854 | $246K |
| CVA Family Office, LLC | 0.04% | Add +261.0% | 5,848 | $246K |
| XTX Topco Ltd | 0.01% | New | 5,813 | $244K |
| FMB Wealth Management | 0.13% | No change | 5,601 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,433 | $229K |
| Prospera Financial Services Inc | 0.01% | New | 5,310 | $223K |
| CW Advisors, LLC | 0.00% | Add +5.6% | 5,239 | $220K |
| MML Investors Services, LLC | 0.00% | New | 5,076 | $214K |
| Cwm, LLC | 0.00% | Reduce -29.2% | 5,054 | $213K |
| Gemmer Asset Management LLC | 0.02% | Reduce -1.2% | 4,969 | $209K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.5% | 4,936 | $208K |
| Merit Financial Group, LLC | 0.00% | New | 4,926 | $207K |
| Wealth Group, Ltd. | 0.13% | New | 4,756 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Add +156.9% | 4,444 | $187K |
| Comerica Bank | 0.00% | No change | 4,000 | $168K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -29.5% | 3,608 | $152K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,596 | $151K |
| Grand Wealth Management, LLC | 0.07% | No change | 3,149 | $132K |
| US Bancorp \de | 0.00% | Reduce -53.1% | 2,889 | $122K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,420 | $102K |
| Wells Fargo & Company | 0.00% | Add +236.5% | 2,416 | $102K |
| Fifth Third Bancorp | 0.00% | No change | 2,027 | $85K |
| National Bank of Canada | 0.00% | Add +9.9% | 1,878 | $78K |
| Rialto Wealth Management, LLC | 0.02% | Add +1.3% | 1,766 | $74K |
| Nemes Rush Group LLC | 0.01% | Add +134.2% | 1,761 | $74K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +2.3% | 1,710 | $72K |
| WealthShield Partners, LLC | 0.01% | Add +0.8% | 1,710 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,700 | $72K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -57.7% | 1,607 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,483 | $62K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -57.4% | 1,405 | $59K |
| Rossby Financial, LCC | 0.02% | New | 1,047 | $44K |
| Golden State Wealth Management, LLC | 0.01% | New | 905 | $38K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -90.7% | 721 | $30K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 670 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.6% | 635 | $27K |
| Morgan Stanley | 0.00% | Reduce -79.3% | 584 | $25K |
| Colonial Trust Co / SC | 0.00% | Reduce -32.6% | 575 | $24K |
| 10Elms LLP | 0.02% | No change | 450 | $19K |
| Transce3nd, LLC | 0.01% | Reduce -4.5% | 448 | $19K |
| von Borstel & Associates, Inc. | 0.01% | New | 449 | $18K |
| Orion Capital Management LLC | 0.01% | No change | 335 | $14K |
| Sittner & Nelson, LLC | 0.01% | New | 280 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 219 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Redwood Park Advisors LLC | 0.00% | Reduce -98.4% | 85 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 28 | $1K |
| Heritage Wealth Advisors | 0.00% | New | 26 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $463 |
| UBS Group AG | 0.00% | Reduce -95.7% | 4 | $168 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.