Dimensional Core FixedDFCFETF
13F holders, Q2 2025 (June 30)399holders −4
23new positions
30sold out
$42.25avg. 13F price*
At the end of Q2 2025, 399 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, down 4 from Q1 2025. 23 opened new positions and 30 sold out. The largest holders were Truepoint, Inc. ($486.5M), Beaird Harris Wealth Management, LLC ($128.4M) and Sequoia Financial Advisors, LLC ($121.7M).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $150.2M |
| Exits | 30 | $20.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,598,863 shares bought and 4,534,068 shares sold, net +5,064,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| Truepoint, Inc. | 12.11% | Add +1.9% | 11,512,852 | $486.5M |
| Beaird Harris Wealth Management, LLC | 9.94% | Add +1.2% | 3,037,152 | $128.4M |
| Sequoia Financial Advisors, LLC | 0.83% | Add +36.2% | 2,878,822 | $121.7M |
| True Link Financial Advisors, LLC | 8.23% | New | 2,823,753 | $119.3M |
| Factory Mutual Insurance Co. | 1.29% | No change | 2,793,770 | $118.1M |
| OneDigital Investment Advisors LLC | 1.27% | Add +1.0% | 2,712,518 | $114.6M |
| Great Waters Wealth Management | 13.75% | Add +3.0% | 2,502,325 | $105.7M |
| Hemington Wealth Management | 15.00% | Add +3.4% | 2,451,980 | $103.6M |
| Savant Capital, LLC | 0.71% | Add +24.5% | 2,337,825 | $98.8M |
| DiNuzzo Private Wealth, Inc. | 10.85% | Reduce -1.5% | 2,163,709 | $91.4M |
| Apella Capital, LLC | 2.45% | Add +5.3% | 2,148,340 | $90.3M |
| Phillips Financial Management, LLC | 6.25% | Add +6.5% | 2,037,414 | $86.1M |
| WPWealth LLP | 14.38% | Reduce -33.1% | 1,887,341 | $79.8M |
| Core Wealth Management, Inc. | 22.60% | Add +6.7% | 1,516,839 | $64.1M |
| Dynamic Advisor Solutions LLC | 1.95% | Add +1.4% | 1,491,156 | $63.0M |
| Stratos Investment Management, LLC | 2.85% | Add +9.6% | 1,474,842 | $62.3M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.3% | 1,440,685 | $60.9M |
| Pathstone Holdings, LLC | 0.23% | Reduce -6.8% | 1,380,163 | $58.3M |
| Market Street Wealth Management Advisors LLC | 9.39% | Add +2.1% | 1,361,482 | $57.5M |
| Root Financial Partners, LLC | 5.52% | Add +9.6% | 1,352,097 | $57.1M |
| Allworth Financial LP | 0.27% | Reduce -0.9% | 1,324,041 | $56.0M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -9.8% | 1,312,044 | $55.4M |
| Rather & Kittrell, Inc. | 9.73% | Add +8.0% | 1,162,317 | $49.1M |
| LPL Financial LLC | 0.02% | Add +0.3% | 1,094,129 | $46.2M |
| RW Investment Management LLC | 5.06% | Reduce -0.4% | 1,075,353 | $45.4M |
| HBK Sorce Advisory LLC | 1.22% | Reduce -3.5% | 1,068,573 | $45.2M |
| GeoWealth Management, LLC | 1.76% | Reduce -12.4% | 1,064,837 | $45.0M |
| Betterment LLC | 0.09% | Add +12.3% | 1,031,555 | $43.6M |
| Creative Capital Management Investments LLC | 15.21% | Add +2.9% | 1,006,961 | $42.6M |
| Pure Financial Advisors, LLC | 0.68% | Add +0.4% | 916,731 | $38.7M |
| PBMares Wealth Management LLC | 7.06% | Add +5.1% | 912,879 | $38.6M |
| Ullmann Wealth Partners Group, LLC | 4.28% | Reduce -3.5% | 856,406 | $36.2M |
| Grunden Financial Advisory, Inc. | 14.67% | Add +0.7% | 786,000 | $33.2M |
| Annandale Capital, LLC | 6.12% | Reduce -3.9% | 785,618 | $33.2M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 731,207 | $30.9M |
| Aspen Capital Management, LLC | 8.09% | Add +10.6% | 683,067 | $28.9M |
| Graves Light Lenhart Wealth, Inc. | 3.43% | Add +4.7% | 682,530 | $28.8M |
| Opus Capital Group, LLC | 3.44% | Reduce -0.7% | 680,036 | $28.7M |
| Great Oak Capital Partners, LLC | 8.07% | Add +8.5% | 671,886 | $28.2M |
| Asset Planning Corporation | 14.55% | Add +14.9% | 647,115 | $27.3M |
| Rise Advisors, LLC | 10.74% | Add +3.4% | 640,180 | $27.1M |
| Strathmore Capital Advisors, Inc. | 11.90% | — | 638,947 | $26.9M |
| AE Wealth Management LLC | 0.19% | Add +22.3% | 620,998 | $26.2M |
| HFM Investment Advisors, LLC | 11.51% | Reduce -11.5% | 619,646 | $26.2M |
| Integrity Alliance, Llc. | 1.42% | Reduce -7.5% | 615,415 | $26.0M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +0.1% | 609,627 | $25.8M |
| BCR Wealth Strategies, LLC | 9.95% | Add +5.4% | 608,210 | $25.7M |
| Assetmark, Inc. | 0.06% | Reduce -7.7% | 591,072 | $25.0M |
| DecisionPoint Financial, LLC | 6.37% | Add +1.3% | 589,893 | $24.9M |
| Hiley Hunt Wealth Management | 12.31% | Add +0.7% | 580,061 | $24.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.4% | 559,361 | $23.6M |
| TruNorth Capital Management, LLC | 4.76% | Add +7.5% | 506,461 | $21.4M |
| Leading Edge Financial Planning LLC | 5.85% | Add +5.5% | 498,018 | $21.0M |
| Integrated Wealth Concepts LLC | 0.21% | Reduce -1.8% | 490,378 | $20.7M |
| Tillman Hartley LLC | 5.80% | Reduce -11.1% | 485,361 | $20.5M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Add +106.7% | 477,748 | $20.2M |
| Verisail Partners, LLC | 8.53% | Add +0.8% | 475,528 | $20.1M |
| Krilogy Financial LLC | 1.14% | Add +0.8% | 468,741 | $19.8M |
| Physician Wealth Solutions Inc. | 9.02% | Reduce -4.1% | 460,494 | $19.5M |
| CFS Investment Advisory Services, LLC | 1.59% | Add +1.9% | 458,811 | $19.4M |
| BCO Wealth Management LLC | 13.74% | Add +5.6% | 455,667 | $19.3M |
| Vermillion Wealth Management, Inc. | 9.11% | Add +4.3% | 451,495 | $19.1M |
| Mariner, LLC | 0.03% | Add +25.3% | 440,157 | $18.6M |
| Blume Capital Management, Inc. | 3.70% | Reduce -0.8% | 429,738 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 418,364 | $17.7M |
| Moller Wealth Partners | 3.86% | Add +10.0% | 413,606 | $17.5M |
| Aurelius Family Office LLC | 8.16% | Add +2.3% | 408,746 | $17.3M |
| Bluespring Wealth Management, LLC | 1.64% | Add +61.4% | 406,889 | $17.2M |
| Revolve Wealth Partners, LLC | 2.24% | Add +1141.8% | 406,639 | $17.2M |
| Binnacle Investments Inc | 11.14% | Add +5.2% | 405,103 | $17.1M |
| Momentous Wealth Management, Inc. | 10.94% | Add +8.5% | 400,555 | $16.9M |
| RCS Financial Planning, LLC | 8.39% | Reduce -4.3% | 399,256 | $16.9M |
| Rational Advisors, Inc. | 1.74% | Reduce -3.7% | 395,903 | $16.7M |
| Alpha Financial Advisors, LLC | 6.20% | Add +13.7% | 379,727 | $16.0M |
| Chicago Partners Investment Group LLC | 0.46% | Add +5.3% | 377,883 | $15.8M |
| Sax Wealth Advisors, LLC | 0.94% | Reduce -47.1% | 367,532 | $15.5M |
| Parkshore Wealth Management, Inc. | 7.54% | Add +16.7% | 365,203 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.4% | 362,468 | $15.3M |
| Continuum Wealth Advisors, LLC | 7.29% | Add +4.4% | 359,403 | $15.2M |
| Vermillion & White Wealth Management Group, LLC | 9.80% | Add +18.1% | 356,717 | $15.1M |
| Liberty Wealth Management LLC | 2.33% | Add +11.4% | 351,836 | $14.9M |
| Bannerman Wealth Management Group, LLC | 11.35% | Reduce -14.4% | 349,925 | $14.8M |
| Diversify Wealth Management, LLC | 0.91% | Add +11.4% | 348,620 | $14.8M |
| Sterling Wealth Management, Inc. | 5.03% | — | 349,249 | $14.8M |
| DAVENPORT & Co LLC | 0.08% | Reduce -16.1% | 345,571 | $14.6M |
| Divergent Planning, LLC | 4.28% | Add +7.2% | 343,110 | $14.5M |
| Client 1ST Advisory Group, LLC | 5.20% | Reduce -0.7% | 339,422 | $14.3M |
| Mattern Wealth Management LLC | 2.97% | Reduce -3.6% | 337,777 | $14.3M |
| Riverchase Wealth Management, LLC | 8.96% | Add +5.7% | 334,287 | $14.1M |
| Babb Wealth Advisors LLC | 10.27% | Add +6.4% | 329,237 | $13.9M |
| Master's Wealth Management Inc. | 6.43% | Add +5.5% | 325,910 | $13.8M |
| Legacy Financial Group, Inc. | 3.68% | Add +7.0% | 294,699 | $12.5M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +1.7% | 288,803 | $12.2M |
| Kings Path Partners LLC | 4.88% | Add +5.7% | 286,492 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +5.2% | 286,228 | $12.1M |
| Daner Wealth Management, LLC | 8.20% | — | 280,674 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.6% | 282,024 | $11.9M |
| City State Bank | 3.66% | Add +3.0% | 276,525 | $11.7M |
| Note Advisors, LLC | 8.02% | Add +44.4% | 274,299 | $11.6M |
| Austin Wealth Management, LLC | 2.04% | Add +0.6% | 273,132 | $11.5M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.