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 |
| Heritage Wealth Management, Inc./Texas | 5.60% | Reduce -1.8% | 266,366 | $11.3M |
| Meredith Wealth Planning | 4.08% | Add +10.7% | 266,053 | $11.2M |
| Tassel Capital Management, Inc. | 8.61% | Reduce -1.4% | 265,175 | $11.2M |
| Ledgewood Wealth Advisors, LLC | 6.99% | Reduce -5.3% | 262,633 | $11.1M |
| Dravo Bay LLC | 5.32% | Add +0.8% | 255,982 | $11.0M |
| SageOak Financial, LLC | 8.48% | Add +0.6% | 250,840 | $10.6M |
| One Degree Advisors Inc | 3.76% | Add +5.7% | 249,788 | $10.6M |
| Summit X, LLC | 1.94% | Reduce -1.0% | 246,761 | $10.4M |
| Yardley Wealth Management LLC | 5.58% | Add +4.4% | 241,427 | $10.2M |
| Corient Private Wealth LP | 0.01% | Reduce -48.0% | 239,717 | $10.1M |
| Graver Capital Management, LLC | 8.88% | Add +10.0% | 237,617 | $10.0M |
| Modera Wealth Management, LLC | 0.12% | Reduce -0.2% | 236,694 | $10.0M |
| Farther Finance Advisors, LLC | 0.19% | Reduce -21.3% | 229,732 | $9.7M |
| Essential Planning, LLC. | 3.58% | Add +4.4% | 227,808 | $9.6M |
| XY Planning Network, Inc. | 3.27% | Add +7.8% | 227,250 | $9.6M |
| Collective Family Office LLC | 2.46% | Reduce -7.3% | 226,502 | $9.6M |
| BWM Planning, LLC | 3.24% | Add +18.9% | 222,743 | $9.4M |
| BCU Wealth Advisors, LLC | 4.15% | Add +14.1% | 218,813 | $9.2M |
| Jane Street Group, LLC | 0.02% | Reduce -60.1% | 218,655 | $9.2M |
| Financial Symmetry Inc | 4.74% | Add +4.0% | 217,370 | $9.2M |
| HB Wealth Management, LLC | 0.07% | Add +1.9% | 216,509 | $9.1M |
| Park Avenue Securities LLC | 0.08% | Add +1.1% | 212,063 | $9.0M |
| ArborFi Advisors, LLC | 7.87% | Add +3.8% | 211,616 | $8.9M |
| United Wealth Management, LLC | 2.58% | Reduce -1.8% | 209,884 | $8.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.57% | Add +3.0% | 208,149 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 203,973 | $8.6M |
| ERn Financial, LLC | 1.78% | Reduce -15.5% | 199,292 | $8.4M |
| Acropolis Investment Management, LLC | 0.46% | Add +1.5% | 198,224 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.3% | 194,590 | $8.2M |
| SJS Investment Consulting Inc. | 1.30% | Reduce -1.8% | 193,322 | $8.2M |
| Wealth Dimensions Group, Ltd. | 1.76% | Add +0.8% | 188,921 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 183,002 | $7.7M |
| Concord Asset Management, LLC | 1.16% | New | 182,459 | $7.7M |
| Concord Wealth Partners | 1.12% | Add +4.3% | 182,459 | $7.7M |
| Sutton Place Investors LLC | 4.60% | Reduce -4.6% | 180,979 | $7.6M |
| Wolfstich Capital, LLC | 16.57% | Add +683.2% | 178,694 | $7.6M |
| Pioneer Wealth Management Group | 2.79% | Reduce -9.4% | 178,256 | $7.5M |
| SageView Advisory Group, LLC | 0.28% | Reduce -0.1% | 176,554 | $7.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.81% | New | 171,775 | $7.3M |
| Parkworth Wealth Management, Inc. | 5.24% | Add +2.5% | 171,578 | $7.3M |
| Wealthspan Partners, LLC | 2.83% | Add +0.1% | 161,396 | $6.8M |
| David Wealth Management LLC | 5.07% | Add +3.9% | 161,032 | $6.8M |
| Acorn Wealth Advisors, LLC | 2.53% | Add +9.2% | 160,995 | $6.8M |
| Heritage Investment Group, Inc. | 1.12% | Add +0.9% | 153,954 | $6.5M |
| CGN Advisors LLC | 0.58% | Reduce -1.9% | 153,881 | $6.5M |
| Fort Vancouver Investment Management, LLC | 4.44% | Reduce -0.5% | 153,815 | $6.5M |
| Parker Financial LLC | 2.79% | Add +9.4% | 152,668 | $6.5M |
| AssuredPartners Investment Advisors, LLC | 1.57% | Add +0.9% | 151,753 | $6.4M |
| Vested Financial Planning, LLC | 5.63% | Reduce -7.3% | 149,831 | $6.3M |
| PFG Advisors | 0.29% | Add +0.7% | 148,369 | $6.3M |
| Burk Holdings LLC | 3.89% | Add +68.9% | 146,816 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -5.9% | 146,019 | $6.2M |
| Integrity Investment Advisors, LLC | 4.71% | Add +2.6% | 145,022 | $6.1M |
| CreativeOne Wealth, LLC | 0.16% | Add +6.3% | 143,506 | $6.1M |
| Strategic Investment Solutions, Inc. | 1.82% | Reduce -31.7% | 142,056 | $6.0M |
| Citrine Capital LLC | 3.14% | Add +4.2% | 139,767 | $5.9M |
| Bay Harbor Wealth Management, LLC | 1.70% | Add +4.5% | 138,994 | $5.9M |
| Berger Financial Group, Inc | 0.38% | Add +35.5% | 138,221 | $5.8M |
| Winebrenner Capital Management LLC | 4.66% | Add +24.2% | 136,570 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +113.9% | 134,328 | $5.7M |
| Tru Independence Asset Management 2, LLC | 3.74% | Reduce -17.8% | 129,343 | $5.5M |
| Herold Advisors, Inc. | 1.14% | Reduce -14.3% | 129,089 | $5.5M |
| Summit Wealth Group LLC / Co. | 1.36% | — | 127,857 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +56.3% | 127,848 | $5.4M |
| Sterling Wealth Advisors Inc | 3.80% | Add +0.7% | 127,971 | $5.4M |
| Sowell Financial Services LLC | 0.21% | Add +1.9% | 124,869 | $5.3M |
| Ruedi Wealth Management, Inc. | 1.52% | Reduce -14.0% | 121,613 | $5.1M |
| FinDec Wealth Services, Inc. | 5.28% | Add +6.8% | 119,413 | $5.0M |
| EverSource Wealth Advisors, LLC | 0.23% | Add +179.0% | 118,775 | $5.0M |
| Safeguard Investment Advisory Group, LLC | 1.24% | Reduce -0.2% | 117,765 | $5.0M |
| HFG Wealth Management, LLC | 2.91% | Add +1.9% | 113,392 | $4.8M |
| Vantage Point Financial LLC | 2.08% | Add +4.8% | 112,349 | $4.7M |
| SC&H Financial Advisors, Inc. | 0.78% | Add +5.3% | 108,651 | $4.6M |
| Arax Advisory Partners | 0.21% | Reduce -0.7% | 108,604 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +8.1% | 107,930 | $4.6M |
| CLG LLC | 1.42% | Add +4.9% | 107,818 | $4.6M |
| Porter White Investment Advisors, Inc. | 2.11% | Add +8.0% | 107,088 | $4.5M |
| AdvisorNet Financial, Inc | 0.29% | Add +8.4% | 106,571 | $4.5M |
| LVZ, Inc. | 0.54% | Add +2.2% | 106,481 | $4.5M |
| SpringVest Wealth Management LLC | 3.62% | Add +2.4% | 105,686 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 105,236 | $4.4M |
| Focus Partners Wealth | 0.01% | Reduce -5.0% | 103,517 | $4.4M |
| Applied Capital LLC | 1.87% | Reduce -7.3% | 100,717 | $4.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.93% | Reduce -22.1% | 99,795 | $4.2M |
| Mather Group, Llc. | 0.04% | New | 99,549 | $4.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.94% | Add +17.6% | 97,740 | $4.1M |
| Plan Group Financial, LLC | 1.35% | Reduce -28.1% | 97,357 | $4.1M |
| Northwest Wealth Management, LLC | 0.74% | Reduce -0.6% | 96,458 | $4.1M |
| Hill Investment Group Partners, LLC | 0.52% | Reduce -3.0% | 93,951 | $4.0M |
| Navigoe, LLC | 2.99% | Reduce -2.2% | 93,842 | $4.0M |
| First Financial Group Corp | 3.85% | Add +24.9% | 93,363 | $3.9M |
| IFG Advisory, LLC | 0.20% | Add +19.5% | 93,172 | $3.9M |
| Arcadia Wealth Management, Inc. | 2.66% | Add +5.5% | 92,253 | $3.9M |
| DecisionMap Wealth Management, LLC | 2.53% | Reduce -4.3% | 87,301 | $3.7M |
| Curio Wealth, LLC | 1.57% | Add +47018.3% | 84,813 | $3.6M |
| Coston, McIsaac & Partners | 0.89% | Add +19.3% | 81,408 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +5.9% | 79,392 | $3.4M |
| Guardian Wealth Advisors, LLC / NC | 0.24% | Add +6.7% | 79,391 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -21.8% | 76,809 | $3.2M |
| Entrewealth, LLC | 2.22% | Add +59.3% | 75,880 | $3.2M |
| Foster Group, Inc. | 0.11% | Add +163.7% | 75,582 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.4% | 74,184 | $3.1M |
| Ancora Advisors LLC | 0.06% | Reduce -5.2% | 72,854 | $3.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.55% | Add +89.5% | 70,148 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 69,732 | $2.9M |
| Wealth Advisors Northwest LLC | 1.54% | Add +28.2% | 69,216 | $2.9M |
| Canopy Partners, LLC | 1.05% | Reduce -10.3% | 67,986 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +6.8% | 67,800 | $2.9M |
| Factor Wealth Management LTD | 0.77% | Add +23.2% | 66,625 | $2.8M |
| TCP Asset Management, LLC | 0.55% | Add +10.3% | 66,149 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Add +80.3% | 64,938 | $2.7M |
| Northern Trust Corp. | 0.00% | New | 64,124 | $2.7M |
| Balance Wealth Partners LLC | 1.50% | Add +101.0% | 60,705 | $2.6M |
| Arkadios Wealth Advisors | 0.08% | Reduce -8.6% | 60,561 | $2.6M |
| rebel Financial LLC | 1.16% | — | 60,222 | $2.5M |
| Aegis Wealth Management LLC | 1.53% | No change | 60,498 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.0% | 59,521 | $2.5M |
| Pacific Asset Management, LLC | 2.02% | Add +1.0% | 59,269 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -13.4% | 56,217 | $2.4M |
| Red Lighthouse Investment Management, LLC | 0.89% | Add +96.4% | 55,000 | $2.3M |
| Arcadia Wealth Management, LLC | 1.02% | Add +6.1% | 54,984 | $2.3M |
| Vestia Personal Wealth Advisors | 1.55% | Add +1.7% | 53,493 | $2.3M |
| Abel Hall, LLC | 1.03% | Reduce -2.8% | 52,690 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +16.5% | 52,625 | $2.2M |
| Stewardship Advisors, LLC | 0.56% | Add +0.7% | 52,547 | $2.2M |
| Creative Planning | 0.00% | Reduce -21.8% | 51,382 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 51,122 | $2.2M |
| Williams & Novak, LLC | 1.82% | Add +25.0% | 50,653 | $2.1M |
| Arista Wealth Management, LLC | 0.29% | No change | 49,703 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +13.8% | 45,187 | $1.9M |
| Austin Private Wealth, LLC | 0.15% | Add +525.8% | 44,000 | $1.9M |
| Verus Financial Partners, Inc. | 0.18% | Add +0.6% | 43,109 | $1.8M |
| Quantum Financial Advisors, LLC | 0.24% | Reduce -8.2% | 42,618 | $1.8M |
| Forum Financial Management, LP | 0.03% | Reduce -1.1% | 41,938 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.38% | Add +3.9% | 39,870 | $1.7M |
| Morris Financial Concepts, Inc. | 0.65% | Reduce -2.4% | 38,699 | $1.6M |
| Family Capital Management, Inc. | 0.85% | Add +8.3% | 38,559 | $1.6M |
| Schulz Wealth, LTD. | 1.22% | Add +131.4% | 38,519 | $1.6M |
| Live Oak Private Wealth LLC | 0.24% | Add +157.0% | 38,334 | $1.6M |
| Fiduciary Alliance LLC | 0.12% | New | 37,201 | $1.6M |
| Evanson Asset Management, LLC | 0.10% | Add +0.4% | 37,167 | $1.6M |
| LexAurum Advisors, LLC | 0.25% | Add +1.7% | 36,997 | $1.6M |
| Savvy Advisors, Inc. | 0.10% | New | 36,536 | $1.5M |
| Hoxton Planning & Management, LLC | 0.53% | Reduce -8.4% | 36,178 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +50.6% | 35,726 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Add +0.8% | 34,945 | $1.5M |
| Shearwater Capital LLC | 0.91% | Add +0.1% | 34,402 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.9% | 34,041 | $1.4M |
| Onyx Financial Advisors, LLC | 0.68% | Reduce -6.1% | 33,799 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.53% | Add +8.4% | 33,562 | $1.4M |
| Hartmann Taylor Wealth Management, LLC | 1.18% | Reduce -4.3% | 33,395 | $1.4M |
| Copperleaf Capital, LLC | 0.69% | Add +19.6% | 32,304 | $1.4M |
| New Capital Management LP | 0.38% | Reduce -77.8% | 31,872 | $1.3M |
| Citigroup Inc. | 0.00% | Add +272.0% | 31,175 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +1.3% | 30,929 | $1.3M |
| Invst, LLC | 0.16% | Add +24.3% | 30,559 | $1.3M |
| Elser Financial Planning, Inc | 1.61% | No change | 30,469 | $1.3M |
| Mills Wealth Advisors LLC | 0.59% | Reduce -17.8% | 30,286 | $1.3M |
| Outbound Financial Inc | 1.13% | — | 29,378 | $1.2M |
| Samalin Investment Counsel, LLC | 0.47% | Reduce -17.0% | 29,055 | $1.2M |
| Blue Oak Capital, LLC | 0.64% | Reduce -0.6% | 29,015 | $1.2M |
| Smartleaf Asset Management LLC | 0.11% | Reduce -1.8% | 28,546 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +1.2% | 28,131 | $1.2M |
| Oceanside Advisors LLC | 0.78% | Reduce -2.3% | 27,456 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.50% | Add +2.1% | 27,343 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +3.5% | 26,872 | $1.1M |
| Hippocratic Financial Advisors, LLC | 0.59% | Reduce -86.5% | 26,202 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +3.1% | 25,763 | $1.1M |
| GEN Financial Management, INC. | 0.85% | No change | 24,706 | $1.0M |
| Axis Wealth Partners, LLC | 0.64% | Add +232.2% | 23,034 | $973K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +1.4% | 22,676 | $958K |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +13.4% | 22,650 | $957K |
| Csenge Advisory Group | 0.05% | Add +3.7% | 22,782 | $950K |
| Investment Advisory Group, LLC | 0.29% | Add +0.8% | 22,303 | $943K |
| Builder Investment Group Inc. | 0.23% | Add +0.6% | 21,837 | $923K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.9% | 21,790 | $921K |
| Pinney & Scofield, Inc. | 0.61% | Add +4.7% | 21,411 | $905K |
| JFS Wealth Advisors, LLC | 0.06% | Add +0.1% | 20,573 | $869K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +269.6% | 20,080 | $849K |
| Awm Capital, LLC | 0.09% | Add +0.5% | 19,927 | $842K |
| Cloud Capital Management, LLC | 0.52% | Add +10.4% | 19,466 | $826K |
| Ariadne Wealth Management, LP | 0.38% | Reduce -41.8% | 18,478 | $786K |
| MSH Capital Advisors LLC | 0.22% | Reduce -4.8% | 18,442 | $779K |
| Andrews, Lucia Wealth Management LLC | 0.51% | Add +18.6% | 18,428 | $779K |
| TAGStone Capital, Inc. | 0.32% | Add +0.8% | 18,302 | $775K |
| Susquehanna International Group, LLP | 0.00% | New | 17,859 | $755K |
| Spinnaker Investment Group, LLC | 0.17% | Reduce -81.7% | 17,345 | $733K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -2.2% | 17,220 | $728K |
| Washington Trust Advisors, Inc. | 0.06% | Add +4.0% | 17,019 | $719K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.2% | 16,968 | $717K |
| UBS Group AG | 0.00% | Add +406200.0% | 16,252 | $687K |
| Triune Financial Partners, LLC | 0.18% | Reduce -17.5% | 15,516 | $656K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +2.2% | 15,109 | $639K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.5% | 14,890 | $629K |
| Werba Rubin Papier Wealth Management | 0.12% | Add +100.5% | 14,884 | $629K |
| Apollon Wealth Management, LLC | 0.01% | Add +41.9% | 14,430 | $610K |
| Two West Capital Advisors LLC | 0.40% | Reduce -10.9% | 14,512 | $609K |
| Midwest Heritage Bank, FSB | 0.23% | Reduce -31.3% | 14,417 | $609K |
| StrongBox Wealth, LLC | 0.23% | Add +7.5% | 14,108 | $596K |
| Simplicity Wealth,LLC | 0.02% | Reduce -88.6% | 14,079 | $595K |
| Riverbend Wealth Management, LLC | 0.45% | Add +45.9% | 13,964 | $590K |
| GEM Asset Management, LLC | 0.30% | Add +1.1% | 13,897 | $584K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.7% | 13,796 | $583K |
| Archvest Wealth Advisors, Inc. | 0.50% | Add +6.3% | 13,554 | $573K |
| Next Level Wealth Planning, LLC | 0.36% | Add +68.4% | 13,445 | $568K |
| Sigma Planning Corp | 0.02% | Add +0.5% | 13,222 | $559K |
| Kathleen S. Wright Associates Inc. | 0.22% | No change | 13,199 | $558K |
| Millstone Evans Group, LLC | 0.37% | Reduce -64.7% | 12,896 | $545K |
| 25 LLC | 0.20% | Add +3.8% | 12,820 | $542K |
| Sei Investments Co. | 0.00% | New | 12,438 | $526K |
| Five Oceans Advisors | 0.22% | Reduce -4.0% | 12,414 | $525K |
| D.A. Davidson & Co. | 0.00% | Reduce -24.5% | 12,224 | $517K |
| Plancorp, LLC | 0.02% | Add +1.2% | 11,932 | $504K |
| Old Mission Capital LLC | 0.01% | Reduce -57.8% | 11,865 | $501K |
| Forum Private Client Group LLC | 0.18% | Add +15.9% | 11,272 | $476K |
| Elevate Wealth Advisory, Inc. | 0.34% | Reduce -19.6% | 11,265 | $476K |
| Aspire Private Capital, LLC | 0.11% | Add +0.0% | 10,905 | $461K |
| Keb Asset Management, LLC | 0.11% | New | 10,764 | $455K |
| Geometric Wealth Advisors | 0.07% | Add +1.6% | 10,559 | $446K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.3% | 10,527 | $445K |
| DDD Partners, LLC | 0.05% | New | 10,480 | $443K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Reduce -3.5% | 10,401 | $440K |
| Forthright Family Wealth Advisory LLC | 0.27% | Reduce -0.4% | 10,071 | $426K |
| Diversified Portfolios, Inc. | 0.04% | New | 9,914 | $419K |
| Prospera Financial Services Inc | 0.01% | Add +83.8% | 9,759 | $413K |
| Cary Street Partners Financial LLC | 0.01% | Add +13.8% | 9,248 | $391K |
| Parkside Financial Bank & Trust | 0.04% | No change | 9,022 | $381K |
| Farmers Trust Co. | 0.07% | No change | 9,000 | $380K |
| Waverly Advisors, LLC | 0.00% | No change | 8,895 | $376K |
| Timonier Family Office, LTD. | 0.14% | Reduce -5.8% | 8,825 | $373K |
| Fiduciary Financial Group, LLC | 0.06% | Add +1.7% | 8,447 | $357K |
| Keel Point, LLC | 0.02% | Add +0.1% | 8,067 | $341K |
| Freedom Investment Management, Inc. | 0.03% | Add +0.1% | 8,035 | $340K |
| Crown Wealth Group, LLC | 0.13% | Add +26.8% | 7,983 | $337K |
| Gemmer Asset Management LLC | 0.03% | Add +60.4% | 7,968 | $337K |
| Wells Fargo & Company | 0.00% | Add +213.3% | 7,568 | $320K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.6% | 7,563 | $320K |
| Lam Group, Inc. | 0.21% | Reduce -10.9% | 7,485 | $316K |
| Brookwood Investment Group LLC | 0.05% | Add +10.7% | 7,250 | $306K |
| Matisse Capital | 0.14% | No change | 7,200 | $304K |
| Destination Wealth Management | 0.01% | New | 7,189 | $304K |
| Beacon Financial Strategies CORP | 0.18% | Reduce -0.8% | 6,823 | $288K |
| Dopkins Wealth Management, LLC | 0.13% | Add +1.3% | 6,793 | $287K |
| Aspen Wealth Management LLC | 0.07% | Reduce -22.1% | 6,717 | $284K |
| Bay Capital Advisors, LLC | 0.21% | Add +2.8% | 6,654 | $281K |
| Compass Ion Advisors, LLC | 0.03% | Add +1.2% | 6,544 | $277K |
| Eaton-Cambridge Inc. | 0.10% | Reduce -5.7% | 6,414 | $271K |
| Drive Wealth Management, LLC | 0.06% | Reduce -24.7% | 6,387 | $270K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -76.0% | 6,323 | $267K |
| TCFG Wealth Management, LLC | 0.12% | No change | 6,060 | $256K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 5,962 | $252K |
| CVA Family Office, LLC | 0.04% | Add +0.9% | 5,899 | $249K |
| Planning Center, Inc. | 0.03% | No change | 5,854 | $247K |
| Jacobi Capital Management LLC | 0.02% | New | 5,758 | $243K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,559 | $235K |
| XTX Topco Ltd | 0.01% | Reduce -6.3% | 5,446 | $230K |
| Acorn Creek Capital LLC | 0.09% | Reduce -15.6% | 5,347 | $226K |
| CW Advisors, LLC | 0.00% | Add +1.9% | 5,336 | $225K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 5,310 | $224K |
| Merit Financial Group, LLC | 0.00% | Add +4.7% | 5,155 | $218K |
| Cwm, LLC | 0.00% | Add +0.3% | 5,068 | $214K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -77.5% | 5,022 | $212K |
| Comerica Bank | 0.00% | Add +17.8% | 4,713 | $199K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 3,608 | $152K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.2% | 3,373 | $143K |
| Grand Wealth Management, LLC | 0.07% | No change | 3,149 | $133K |
| US Bancorp \de | 0.00% | No change | 2,889 | $122K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,794 | $118K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,420 | $102K |
| Nemes Rush Group LLC | 0.01% | Add +32.8% | 2,338 | $99K |
| Global Retirement Partners, LLC | 0.00% | — | 2,054 | $87K |
| Fifth Third Bancorp | 0.00% | No change | 2,027 | $86K |
| National Bank of Canada | 0.00% | No change | 1,878 | $79K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,766 | $75K |
| WealthShield Partners, LLC | 0.01% | Add +1.2% | 1,730 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 1,660 | $70K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,607 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,483 | $63K |
| Morgan Stanley | 0.00% | Add +119.2% | 1,280 | $54K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +59.7% | 1,070 | $45K |
| Rossby Financial, LCC | 0.02% | No change | 1,047 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -13.3% | 785 | $33K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -6.9% | 671 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.3% | 643 | $27K |
| Colonial Trust Co / SC | 0.00% | Reduce -17.6% | 474 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | New | 434 | $18K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -70.5% | 415 | $18K |
| Transce3nd, LLC | 0.01% | Reduce -29.7% | 315 | $13K |
| Orion Capital Management LLC | 0.00% | Reduce -24.5% | 253 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 219 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 110 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Kilter Group LLC | 0.00% | New | 88 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 72 | $3K |
| First PREMIER Bank | 0.00% | New | 56 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 28 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $465 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.