Dimensional Core FixedDFCFETF
13F holders, Q3 2025 (September 30)409holders +10
34new positions
21sold out
2famous investors
$42.79avg. 13F price*
At the end of Q3 2025, 409 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 10 from Q2 2025. 34 opened new positions and 21 sold out. The largest holders were Truepoint, Inc. ($514.1M), Prudential Financial Inc. ($445.8M) and Factory Mutual Insurance Co. ($194.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $513.4M |
| Exits | 21 | $29.1M |
All 13F filers, Q2 2025 → Q3 2025: 24,215,714 shares bought and 5,156,828 shares sold, net +19,058,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| Truepoint, Inc. | 11.96% | Add +4.4% | 12,022,084 | $514.1M |
| Prudential Financial Inc. | 0.53% | New | 10,426,654 | $445.8M |
| Factory Mutual Insurance Co. | 1.89% | Add +62.5% | 4,538,370 | $194.1M |
| True Link Financial Advisors, LLC | 9.39% | Add +20.9% | 3,413,129 | $145.9M |
| Beaird Harris Wealth Management, LLC | 9.57% | Add +3.9% | 3,154,360 | $134.9M |
| OneDigital Investment Advisors LLC | 1.27% | Add +6.6% | 2,892,273 | $123.7M |
| Savant Capital, LLC | 0.73% | Add +21.1% | 2,829,931 | $121.0M |
| Great Waters Wealth Management | 13.94% | Add +10.3% | 2,758,948 | $118.0M |
| Hemington Wealth Management | 14.81% | Add +8.7% | 2,664,224 | $113.9M |
| Phillips Financial Management, LLC | 6.69% | Add +16.3% | 2,370,174 | $101.3M |
| Apella Capital, LLC | 2.22% | Add +7.3% | 2,306,121 | $99.7M |
| DiNuzzo Private Wealth, Inc. | 10.80% | Add +3.7% | 2,244,402 | $95.2M |
| Root Financial Partners, LLC | 5.41% | Add +52.0% | 2,054,869 | $87.9M |
| WPWealth LLP | 13.72% | Add +4.0% | 1,962,931 | $83.9M |
| Stratos Investment Management, LLC | 3.24% | Add +24.6% | 1,838,451 | $78.6M |
| Core Wealth Management, Inc. | 22.47% | Add +7.6% | 1,632,082 | $69.8M |
| HighTower Advisors, LLC | 0.08% | Add +8.5% | 1,563,601 | $66.9M |
| Allworth Financial LP | 0.29% | Add +17.6% | 1,557,666 | $66.6M |
| Dynamic Advisor Solutions LLC | 1.90% | Add +2.8% | 1,532,461 | $65.5M |
| Market Street Wealth Management Advisors LLC | 9.56% | Add +3.4% | 1,407,623 | $60.2M |
| Pathstone Holdings, LLC | 0.23% | Reduce -0.1% | 1,378,952 | $59.0M |
| Rather & Kittrell, Inc. | 9.77% | Add +12.3% | 1,305,430 | $55.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -5.5% | 1,239,496 | $53.0M |
| GeoWealth Management, LLC | 1.86% | Add +12.2% | 1,194,847 | $51.1M |
| RW Investment Management LLC | 5.12% | Add +8.1% | 1,161,912 | $49.7M |
| Betterment LLC | 0.10% | Add +10.7% | 1,142,139 | $48.8M |
| PBMares Wealth Management LLC | 7.81% | Add +23.4% | 1,126,525 | $48.2M |
| Creative Capital Management Investments LLC | 15.31% | Add +11.3% | 1,120,518 | $47.9M |
| LPL Financial LLC | 0.01% | Add +0.0% | 1,094,213 | $46.8M |
| HBK Sorce Advisory LLC | 1.13% | Reduce -2.6% | 1,041,243 | $44.9M |
| Pure Financial Advisors, LLC | 0.67% | Add +6.7% | 977,662 | $41.8M |
| Graves Light Lenhart Wealth, Inc. | 4.47% | Add +38.1% | 942,738 | $40.3M |
| Ullmann Wealth Partners Group, LLC | 4.08% | Add +1.9% | 872,378 | $37.3M |
| Grunden Financial Advisory, Inc. | 14.20% | Add +3.9% | 816,766 | $34.9M |
| Annandale Capital, LLC | 6.08% | Add +1.9% | 800,812 | $34.2M |
| Royal Bank of Canada | 0.01% | Add +6.4% | 778,137 | $33.3M |
| HFM Investment Advisors, LLC | 12.32% | Add +14.6% | 709,967 | $30.4M |
| Opus Capital Group, LLC | 3.35% | Add +2.6% | 698,013 | $29.8M |
| Great Oak Capital Partners, LLC | 7.78% | Add +2.7% | 690,324 | $29.6M |
| Aspen Capital Management, LLC | 7.51% | Add +0.9% | 689,034 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +12.5% | 685,567 | $29.3M |
| Asset Planning Corporation | 13.70% | Add +4.3% | 675,275 | $28.9M |
| Strathmore Capital Advisors, Inc. | 11.69% | Add +4.4% | 666,836 | $28.5M |
| BCR Wealth Strategies, LLC | 9.89% | Add +8.2% | 657,972 | $28.1M |
| Vise Technologies, Inc. | 1.04% | New | 655,243 | $28.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.7% | 630,199 | $26.9M |
| Tassel Capital Management, Inc. | 17.18% | Add +136.6% | 627,511 | $26.8M |
| Tillman Hartley LLC | 6.93% | Add +29.0% | 625,934 | $26.8M |
| Hiley Hunt Wealth Management | 12.44% | Add +6.6% | 618,194 | $26.4M |
| DecisionPoint Financial, LLC | 6.02% | Add +2.1% | 602,294 | $25.8M |
| Assetmark, Inc. | 0.05% | Reduce -1.3% | 583,243 | $24.9M |
| Krilogy Financial LLC | 0.90% | Add +19.2% | 558,641 | $23.9M |
| Integrity Alliance, Llc. | 1.12% | Reduce -9.7% | 555,655 | $23.8M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -81.0% | 546,442 | $23.4M |
| TruNorth Capital Management, LLC | 4.60% | Add +7.4% | 543,942 | $23.3M |
| Leading Edge Financial Planning LLC | 5.84% | Add +9.2% | 543,830 | $23.3M |
| AE Wealth Management LLC | 0.14% | Reduce -15.2% | 526,816 | $22.5M |
| Bluespring Wealth Management, LLC | 1.95% | Add +29.0% | 525,064 | $22.5M |
| Continuum Wealth Advisors, LLC | 8.97% | Add +36.9% | 491,907 | $21.0M |
| Vermillion Wealth Management, Inc. | 5.68% | Add +7.5% | 485,235 | $20.7M |
| Verisail Partners, LLC | 8.79% | Add +1.9% | 484,587 | $20.7M |
| Physician Wealth Solutions Inc. | 8.81% | Add +2.4% | 471,716 | $20.2M |
| CFS Investment Advisory Services, LLC | 1.49% | Add +1.1% | 463,713 | $20.0M |
| BCO Wealth Management LLC | 13.19% | Add +2.6% | 467,423 | $20.0M |
| Parkshore Wealth Management, Inc. | 8.12% | Add +27.6% | 465,807 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 448,789 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Add +119.1% | 446,851 | $19.1M |
| Blume Capital Management, Inc. | 3.65% | Add +3.4% | 444,428 | $19.0M |
| Sterling Wealth Management, Inc. | 5.75% | Add +26.9% | 443,327 | $19.0M |
| Moller Wealth Partners | 3.90% | Add +5.8% | 437,529 | $18.7M |
| Binnacle Investments Inc | 10.98% | Add +7.7% | 436,096 | $18.6M |
| Aurelius Family Office LLC | 8.21% | Add +5.6% | 431,739 | $18.5M |
| Alpha Financial Advisors, LLC | 6.42% | Add +12.2% | 426,183 | $18.2M |
| Osaic Holdings, Inc. | 0.02% | Add +14.7% | 415,773 | $17.8M |
| Revolve Wealth Partners, LLC | 2.11% | Add +1.1% | 411,245 | $17.6M |
| Momentous Wealth Management, Inc. | 10.94% | Add +0.7% | 403,308 | $17.2M |
| RCS Financial Planning, LLC | 7.62% | Add +0.7% | 402,193 | $17.2M |
| DAVENPORT & Co LLC | 0.09% | Add +15.1% | 397,712 | $17.0M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Add +35.8% | 392,231 | $16.8M |
| Rational Advisors, Inc. | 1.73% | Reduce -1.8% | 388,805 | $16.6M |
| Chicago Partners Investment Group LLC | 0.43% | Add +1.3% | 382,747 | $16.5M |
| Vermillion & White Wealth Management Group, LLC | 9.29% | Add +7.1% | 381,926 | $16.3M |
| Bannerman Wealth Management Group, LLC | 11.87% | Add +7.7% | 376,747 | $16.1M |
| Babb Wealth Advisors LLC | 10.10% | Add +10.4% | 363,449 | $15.5M |
| Liberty Wealth Management LLC | 2.14% | Add +1.1% | 355,856 | $15.2M |
| Riverchase Wealth Management, LLC | 8.51% | Add +5.1% | 351,211 | $15.0M |
| Client 1ST Advisory Group, LLC | 4.93% | Add +2.3% | 347,171 | $14.8M |
| Master's Wealth Management Inc. | 6.40% | Add +5.9% | 345,032 | $14.8M |
| Diversify Wealth Management, LLC | 0.85% | Reduce -1.7% | 342,611 | $14.7M |
| Note Advisors, LLC | 8.57% | Add +22.9% | 337,199 | $14.4M |
| Mattern Wealth Management LLC | 2.77% | Reduce -3.8% | 324,856 | $13.9M |
| Mariner, LLC | 0.02% | Reduce -26.4% | 323,908 | $13.9M |
| Divergent Planning, LLC | 3.55% | Reduce -9.3% | 311,353 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +9.5% | 308,872 | $13.2M |
| Legacy Financial Group, Inc. | 3.60% | Add +4.1% | 306,810 | $13.1M |
| Kings Path Partners LLC | 4.80% | Add +6.3% | 304,682 | $13.0M |
| Austin Wealth Management, LLC | 2.01% | Add +8.9% | 297,371 | $12.8M |
| Truist Financial Corp. | 0.02% | Add +3.4% | 295,864 | $12.7M |
| City State Bank | 3.65% | Add +7.0% | 295,789 | $12.6M |
| Meredith Wealth Planning | 3.93% | Add +9.1% | 290,296 | $12.4M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.