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 |
| Dravo Bay LLC | 5.43% | Add +12.3% | 287,393 | $12.3M |
| Daner Wealth Management, LLC | 7.94% | Add +0.9% | 283,240 | $12.2M |
| Heritage Wealth Management, Inc./Texas | 5.38% | Add +7.2% | 285,421 | $12.2M |
| One Degree Advisors Inc | 3.74% | Add +14.2% | 285,335 | $12.2M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -43.0% | 279,610 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +107.9% | 279,316 | $11.9M |
| SageOak Financial, LLC | 8.68% | Add +10.1% | 276,078 | $11.8M |
| BWM Planning, LLC | 3.51% | Add +23.7% | 275,567 | $11.8M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Reduce -43.0% | 272,123 | $11.6M |
| Johnson Wealth Management, LLC | 6.25% | — | 265,132 | $11.3M |
| Citadel Advisors | 0.01% | New | 260,183 | $11.1M |
| Sax Wealth Advisors, LLC | 0.58% | Reduce -31.3% | 252,357 | $10.8M |
| Financial Symmetry Inc | 4.77% | Add +14.5% | 248,960 | $10.6M |
| Ledgewood Wealth Advisors, LLC | 6.22% | Reduce -6.3% | 245,969 | $10.5M |
| Farther Finance Advisors, LLC | 0.16% | Add +5.3% | 241,884 | $10.3M |
| Graver Capital Management, LLC | 8.65% | Add +1.1% | 240,138 | $10.3M |
| Collective Family Office LLC | 2.43% | Add +4.5% | 236,638 | $10.1M |
| BCU Wealth Advisors, LLC | 4.07% | Add +7.6% | 235,423 | $10.1M |
| ERn Financial, LLC | 1.98% | Add +17.6% | 234,263 | $10.0M |
| HB Wealth Management, LLC | 0.07% | Add +8.0% | 233,724 | $10.0M |
| Yardley Wealth Management LLC | 5.56% | Reduce -3.6% | 232,822 | $10.0M |
| ArborFi Advisors, LLC | 7.95% | Add +8.0% | 228,452 | $9.8M |
| Modera Wealth Management, LLC | 0.11% | Reduce -4.7% | 225,597 | $9.6M |
| Essential Planning, LLC. | 3.31% | Reduce -1.3% | 224,911 | $9.6M |
| Bank of America Corp. | 0.00% | Add +22.8% | 224,667 | $9.6M |
| XY Planning Network, Inc. | 3.27% | No change | 227,250 | $9.6M |
| Park Avenue Securities LLC | 0.07% | Add +4.9% | 222,547 | $9.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.54% | Add +4.6% | 217,634 | $9.3M |
| Focus Partners Wealth | 0.01% | Add +104.2% | 211,403 | $9.0M |
| United Wealth Management, LLC | 2.43% | Reduce -0.3% | 209,254 | $8.9M |
| Corient Private Wealth LP | 0.01% | Reduce -13.4% | 207,477 | $8.9M |
| Wealth Dimensions Group, Ltd. | 1.79% | Add +7.9% | 203,794 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 199,655 | $8.5M |
| Acropolis Investment Management, LLC | 0.43% | Add +0.8% | 199,864 | $8.4M |
| Concord Wealth Partners | 1.15% | Add +6.7% | 194,737 | $8.3M |
| SJS Investment Consulting Inc. | 1.12% | Reduce -1.0% | 191,337 | $8.2M |
| Forum Financial Management, LP | 0.11% | Add +344.4% | 186,351 | $8.0M |
| Beacon Harbor Wealth Advisors, Inc. | 1.82% | Add +6.2% | 182,340 | $7.8M |
| Pioneer Wealth Management Group | 2.48% | Add +0.9% | 179,918 | $7.7M |
| Sutton Place Investors LLC | 4.37% | Reduce -0.9% | 179,316 | $7.7M |
| Sterling Wealth Advisors Inc | 4.89% | Add +38.7% | 177,481 | $7.7M |
| Wolfstich Capital, LLC | 15.59% | No change | 178,694 | $7.6M |
| Mach-1 Financial Group, LLC | 1.21% | New | 177,132 | $7.6M |
| Integrity Advisory Solutions, LLC | 1.21% | — | 177,132 | $7.6M |
| SageView Advisory Group, LLC | 0.26% | Reduce -0.1% | 176,425 | $7.5M |
| PFG Advisors | 0.30% | Add +16.2% | 172,403 | $7.4M |
| Burk Holdings LLC | 3.92% | Add +16.8% | 171,484 | $7.3M |
| SpringVest Wealth Management LLC | 5.25% | Add +58.0% | 166,972 | $7.1M |
| Vested Financial Planning, LLC | 5.67% | Add +9.1% | 163,469 | $7.0M |
| Fort Vancouver Investment Management, LLC | 3.86% | Add +5.7% | 162,523 | $6.9M |
| AssuredPartners Investment Advisors, LLC | 1.55% | Add +7.1% | 162,512 | $6.9M |
| Wealthspan Partners, LLC | 2.67% | Add +0.5% | 162,221 | $6.9M |
| Integrity Investment Advisors, LLC | 4.53% | Add +10.1% | 159,630 | $6.8M |
| Acorn Wealth Advisors, LLC | 2.13% | Reduce -1.2% | 159,070 | $6.8M |
| Heritage Investment Group, Inc. | 1.08% | Add +2.6% | 157,946 | $6.8M |
| Berger Financial Group, Inc | 0.40% | Add +13.1% | 156,339 | $6.7M |
| Bay Harbor Wealth Management, LLC | 1.80% | Add +12.1% | 155,789 | $6.7M |
| CGN Advisors LLC | 0.55% | Add +1.1% | 155,509 | $6.6M |
| Parker Financial LLC | 2.72% | Add +1.5% | 154,899 | $6.6M |
| Herold Advisors, Inc. | 1.51% | Add +18.0% | 152,351 | $6.5M |
| CreativeOne Wealth, LLC | 0.16% | Add +5.7% | 151,682 | $6.5M |
| Winebrenner Capital Management LLC | 4.62% | Add +10.1% | 150,298 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.5% | 146,738 | $6.3M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +20.5% | 143,140 | $6.1M |
| Citrine Capital LLC | 2.81% | Add +1.6% | 141,959 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +8.2% | 138,380 | $5.9M |
| Sowell Financial Services LLC | 0.23% | Add +10.5% | 138,012 | $5.9M |
| Tru Independence Asset Management 2, LLC | 3.80% | Add +4.4% | 135,091 | $5.8M |
| Strategic Investment Solutions, Inc. | 1.49% | Reduce -7.1% | 131,912 | $5.6M |
| Porter White Investment Advisors, Inc. | 2.35% | Add +19.4% | 127,907 | $5.5M |
| Simplicity Wealth,LLC | 0.31% | Add +801.0% | 126,846 | $5.4M |
| SC&H Financial Advisors, Inc. | 0.88% | Add +16.7% | 126,828 | $5.4M |
| LVZ, Inc. | 0.61% | Add +17.3% | 124,927 | $5.3M |
| FinDec Wealth Services, Inc. | 5.50% | Add +4.1% | 124,326 | $5.3M |
| CLG LLC | 1.39% | Add +10.8% | 119,498 | $5.1M |
| Vantage Point Financial LLC | 1.95% | Add +4.6% | 117,503 | $5.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.06% | Add +19.8% | 117,048 | $5.0M |
| Coston, McIsaac & Partners | 1.18% | Add +42.8% | 116,263 | $5.0M |
| IFG Advisory, LLC | 0.22% | Add +23.1% | 114,726 | $4.9M |
| Aptus Capital Advisors, LLC | 0.04% | Add +42.0% | 112,780 | $4.8M |
| Guardian Wealth Advisors, LLC / NC | 0.31% | Add +42.1% | 112,780 | $4.8M |
| Safeguard Investment Advisory Group, LLC | 1.19% | Reduce -4.5% | 112,486 | $4.8M |
| AdvisorNet Financial, Inc | 0.27% | Add +4.9% | 111,759 | $4.8M |
| Mather Group, Llc. | 0.05% | Add +12.2% | 111,669 | $4.8M |
| HFG Wealth Management, LLC | 2.55% | Reduce -3.1% | 109,853 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +0.8% | 108,749 | $4.7M |
| Ruedi Wealth Management, Inc. | 1.29% | Reduce -11.4% | 107,686 | $4.6M |
| Applied Capital LLC | 1.85% | Add +6.8% | 107,515 | $4.6M |
| Navigoe, LLC | 2.88% | Add +12.3% | 105,338 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -52.7% | 103,481 | $4.4M |
| Entrewealth, LLC | 2.27% | Add +36.0% | 103,182 | $4.4M |
| Northwest Wealth Management, LLC | 0.72% | Add +6.2% | 102,421 | $4.4M |
| First Financial Group Corp | 3.74% | Add +8.1% | 100,898 | $4.3M |
| Arcadia Wealth Management, Inc. | 2.61% | Add +8.9% | 100,433 | $4.3M |
| Tradewinds, LLC. | 1.03% | New | 99,216 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +26.9% | 94,117 | $4.0M |
| Hill Investment Group Partners, LLC | 0.49% | No change | 93,951 | $4.0M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +38.0% | 93,569 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -13.2% | 91,331 | $3.9M |
| Hutchens & Kramer Investment Management Group, LLC | 1.50% | Reduce -10.5% | 89,320 | $3.8M |
| Wealth Advisors Northwest LLC | 1.79% | Add +25.3% | 86,701 | $3.7M |
| DecisionMap Wealth Management, LLC | 2.33% | Reduce -2.7% | 84,972 | $3.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.55% | Add +12.4% | 78,851 | $3.4M |
| Curio Wealth, LLC | 1.39% | Reduce -6.8% | 79,073 | $3.4M |
| Vestia Personal Wealth Advisors | 1.79% | Add +47.3% | 78,816 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -0.2% | 76,659 | $3.3M |
| Foster Group, Inc. | 0.10% | Reduce -1.6% | 74,413 | $3.2M |
| AlphaStar Capital Management, LLC | 0.27% | New | 73,991 | $3.2M |
| TCP Asset Management, LLC | 0.54% | Add +7.1% | 70,830 | $3.0M |
| Ancora Advisors LLC | 0.06% | Reduce -3.4% | 70,371 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 70,039 | $3.0M |
| Schulz Wealth, LTD. | 1.97% | Add +80.7% | 69,589 | $3.0M |
| Factor Wealth Management LTD | 0.74% | Add +4.4% | 69,528 | $3.0M |
| Canopy Partners, LLC | 0.98% | Add +1.4% | 68,932 | $2.9M |
| Plan Group Financial, LLC | 0.75% | Reduce -33.1% | 65,156 | $2.8M |
| Wealthspire Advisors, LLC | 0.01% | No change | 64,938 | $2.8M |
| Balance Wealth Partners LLC | 0.65% | Add +1.2% | 61,424 | $2.6M |
| Pacific Asset Management, LLC | 1.75% | Add +1.6% | 60,205 | $2.6M |
| International Private Wealth Advisors LLC | 1.59% | New | 59,220 | $2.5M |
| IFP Advisors, Inc | 0.06% | Add +60.9% | 57,489 | $2.5M |
| Williams & Novak, LLC | 1.83% | Add +9.8% | 55,640 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +5.6% | 55,553 | $2.4M |
| Red Lighthouse Investment Management, LLC | 0.82% | No change | 55,000 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.4% | 53,910 | $2.3M |
| Live Oak Private Wealth LLC | 0.32% | Add +39.6% | 53,506 | $2.3M |
| Creative Planning | 0.00% | Add +4.0% | 53,452 | $2.3M |
| Austin Private Wealth, LLC | 0.18% | Add +21.3% | 53,352 | $2.3M |
| Aegis Wealth Management LLC | 1.21% | Reduce -12.9% | 52,679 | $2.3M |
| Savvy Advisors, Inc. | 0.10% | Add +41.9% | 51,850 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.80% | Add +14.4% | 51,680 | $2.2M |
| Arcadia Wealth Management, LLC | 0.86% | Reduce -7.5% | 50,865 | $2.2M |
| Abel Hall, LLC | 0.86% | Reduce -5.0% | 50,066 | $2.1M |
| Stewardship Advisors, LLC | 0.49% | Reduce -6.9% | 48,939 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -13.3% | 48,722 | $2.1M |
| Outbound Financial Inc | 1.62% | Add +58.5% | 46,559 | $2.0M |
| Arista Wealth Management, LLC | 0.23% | Reduce -13.3% | 43,088 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 42,552 | $1.8M |
| Verus Financial Partners, Inc. | 0.17% | Reduce -1.9% | 42,282 | $1.8M |
| Hartmann Taylor Wealth Management, LLC | 1.28% | Add +25.3% | 41,848 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.25% | Add +1.1% | 40,313 | $1.7M |
| Quantum Financial Advisors, LLC | 0.21% | Reduce -5.8% | 40,164 | $1.7M |
| Family Capital Management, Inc. | 0.82% | Add +3.9% | 40,075 | $1.7M |
| Fiduciary Alliance LLC | 0.11% | Add +7.3% | 39,911 | $1.7M |
| Triune Financial Partners, LLC | 0.42% | Add +151.3% | 38,996 | $1.7M |
| Morris Financial Concepts, Inc. | 0.59% | Reduce -0.5% | 38,497 | $1.6M |
| LexAurum Advisors, LLC | 0.23% | Add +3.9% | 38,451 | $1.6M |
| Evanson Asset Management, LLC | 0.09% | Add +0.6% | 37,394 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | Add +112.6% | 36,188 | $1.5M |
| CIBC Bancorp USA Inc. | 0.01% | — | 35,957 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.52% | Add +5.0% | 35,236 | $1.5M |
| Invst, LLC | 0.17% | Add +14.6% | 35,015 | $1.5M |
| Shearwater Capital LLC | 0.87% | Add +0.0% | 34,416 | $1.5M |
| Onyx Financial Advisors, LLC | 0.65% | Add +1.7% | 34,374 | $1.5M |
| Hoxton Planning & Management, LLC | 0.47% | Reduce -5.6% | 34,160 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.0% | 32,692 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | New | 32,490 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +2.3% | 31,651 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +13.9% | 30,612 | $1.3M |
| Samalin Investment Counsel, LLC | 0.45% | Add +5.2% | 30,571 | $1.3M |
| Elser Financial Planning, Inc | 1.57% | No change | 30,469 | $1.3M |
| Smartleaf Asset Management LLC | 0.08% | Add +6.1% | 30,287 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +32.1% | 30,085 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 29,935 | $1.3M |
| Copperleaf Capital, LLC | 0.61% | Reduce -8.3% | 29,608 | $1.3M |
| Mills Wealth Advisors LLC | 0.51% | Reduce -3.3% | 29,303 | $1.3M |
| Renaissance Technologies | 0.00% | New | 27,800 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.47% | Add +1.2% | 27,662 | $1.2M |
| Axis Wealth Partners, LLC | 0.69% | Add +18.9% | 27,389 | $1.2M |
| Pinney & Scofield, Inc. | 0.70% | Add +22.8% | 26,301 | $1.1M |
| Investment Advisory Group, LLC | 0.30% | Add +14.9% | 25,628 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +11.3% | 25,200 | $1.1M |
| Hippocratic Financial Advisors, LLC | 0.51% | Reduce -5.0% | 24,893 | $1.1M |
| Cwm, LLC | 0.00% | Add +386.8% | 24,673 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 24,494 | $1.0M |
| GEN Financial Management, INC. | 0.88% | Reduce -3.1% | 23,951 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +38.0% | 23,411 | $1.0M |
| Spinnaker Investment Group, LLC | 0.19% | Add +34.1% | 23,269 | $995K |
| Alpha Advisors, LLC | 0.69% | New | 21,517 | $920K |
| Oceanside Advisors LLC | 0.56% | Reduce -24.1% | 20,842 | $891K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.1% | 20,588 | $880K |
| Builder Investment Group Inc. | 0.20% | Reduce -6.1% | 20,497 | $876K |
| Awm Capital, LLC | 0.08% | Add +0.9% | 20,106 | $860K |
| Ariadne Wealth Management, LP | 0.38% | Add +8.1% | 19,973 | $855K |
| Andrews, Lucia Wealth Management LLC | 0.51% | Add +8.0% | 19,895 | $851K |
| Cloud Capital Management, LLC | 0.44% | Add +0.7% | 19,610 | $838K |
| MSH Capital Advisors LLC | 0.21% | Add +0.7% | 18,572 | $794K |
| Keb Asset Management, LLC | 0.18% | Add +71.0% | 18,404 | $787K |
| TAGStone Capital, Inc. | 0.31% | Reduce -0.4% | 18,233 | $780K |
| Two West Capital Advisors LLC | 0.45% | Add +17.9% | 17,107 | $738K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -15.9% | 16,884 | $722K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +8.8% | 16,442 | $703K |
| Five Oceans Advisors | 0.26% | Add +31.8% | 16,362 | $700K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +9.4% | 16,282 | $696K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -28.3% | 16,251 | $695K |
| GEM Asset Management, LLC | 0.33% | Add +16.5% | 16,184 | $694K |
| Dentgroup LLC | 0.44% | New | 15,791 | $675K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Reduce -8.9% | 15,681 | $671K |
| 25 LLC | 0.23% | Add +21.0% | 15,507 | $663K |
| MB Generational Wealth, LLC | 0.41% | — | 15,190 | $650K |
| Riverbend Wealth Management, LLC | 0.45% | Add +7.4% | 15,002 | $641K |
| Silver Oak Securities, Incorporated | 0.05% | Add +4.2% | 14,379 | $615K |
| Forum Private Client Group LLC | 0.21% | Add +25.0% | 14,086 | $602K |
| Wells Fargo & Company | 0.00% | Add +85.0% | 14,003 | $599K |
| Next Level Wealth Planning, LLC | 0.34% | Add +4.0% | 13,985 | $598K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.0% | 13,857 | $593K |
| StrongBox Wealth, LLC | 0.20% | Reduce -3.6% | 13,603 | $582K |
| Kathleen S. Wright Associates Inc. | 0.21% | No change | 13,199 | $564K |
| Lam Group, Inc. | 0.35% | Add +74.2% | 13,040 | $558K |
| Composition Wealth, LLC | 0.01% | New | 12,790 | $547K |
| Midwest Heritage Bank, FSB | 0.18% | Reduce -15.9% | 12,122 | $518K |
| Plancorp, LLC | 0.02% | Add +1.1% | 12,067 | $516K |
| Sigma Planning Corp | 0.01% | Reduce -9.1% | 12,013 | $514K |
| Aspire Private Capital, LLC | 0.11% | Add +9.8% | 11,976 | $512K |
| Elevate Wealth Advisory, Inc. | 0.37% | Add +4.3% | 11,752 | $503K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.2% | 11,714 | $501K |
| Geometric Wealth Advisors | 0.06% | Add +1.1% | 10,679 | $457K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +1.0% | 10,501 | $449K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -1.2% | 10,401 | $445K |
| Prospera Financial Services Inc | 0.01% | Add +5.2% | 10,262 | $439K |
| Forthright Family Wealth Advisory LLC | 0.26% | Add +0.0% | 10,073 | $431K |
| Diversified Portfolios, Inc. | 0.04% | Add +1.5% | 10,065 | $430K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.7% | 10,053 | $430K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -65.5% | 9,697 | $415K |
| Archvest Wealth Advisors, Inc. | 0.37% | Reduce -29.3% | 9,584 | $410K |
| Sepio Capital, LP | 0.02% | New | 9,516 | $407K |
| Mgo One Seven LLC | 0.01% | New | 9,443 | $404K |
| Potentia Wealth | 0.15% | New | 9,103 | $389K |
| Two Sigma Securities, LLC | 0.06% | New | 9,047 | $387K |
| Parkside Financial Bank & Trust | 0.03% | No change | 9,022 | $386K |
| Farmers Trust Co. | 0.07% | No change | 9,000 | $385K |
| Jacobi Capital Management LLC | 0.02% | Add +55.8% | 8,968 | $383K |
| Waverly Advisors, LLC | 0.00% | No change | 8,895 | $380K |
| Index Fund Advisors, Inc. | 0.02% | New | 8,718 | $373K |
| Fiduciary Financial Group, LLC | 0.06% | Add +0.7% | 8,507 | $364K |
| Sei Investments Co. | 0.00% | Reduce -31.9% | 8,466 | $362K |
| New Capital Management LP | 0.09% | Reduce -73.4% | 8,465 | $362K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 8,441 | $361K |
| Timonier Family Office, LTD. | 0.11% | Reduce -7.0% | 8,204 | $351K |
| Crown Wealth Group, LLC | 0.10% | Reduce -0.1% | 7,976 | $341K |
| Compass Ion Advisors, LLC | 0.03% | Add +16.2% | 7,605 | $325K |
| HORAN Wealth, LLC | 0.05% | New | 7,603 | $325K |
| Triad Wealth Partners, LLC | 0.04% | New | 7,447 | $318K |
| Brookwood Investment Group LLC | 0.04% | No change | 7,250 | $310K |
| Matisse Capital | 0.14% | No change | 7,200 | $308K |
| MML Investors Services, LLC | 0.00% | New | 7,188 | $307K |
| Dopkins Wealth Management, LLC | 0.12% | No change | 6,793 | $290K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -54.6% | 6,762 | $289K |
| Aspen Wealth Management LLC | 0.06% | Reduce -0.1% | 6,709 | $287K |
| Bay Capital Advisors, LLC | 0.19% | Add +0.1% | 6,664 | $285K |
| Keel Point, LLC | 0.02% | Reduce -18.9% | 6,544 | $280K |
| First PREMIER Bank | 0.06% | Add +11385.7% | 6,432 | $275K |
| Rise Advisors, LLC | 0.10% | Reduce -99.0% | 6,324 | $270K |
| National Bank of Canada | 0.00% | Add +233.6% | 6,265 | $269K |
| Gemmer Asset Management LLC | 0.02% | Reduce -21.5% | 6,255 | $267K |
| Old Mission Capital LLC | 0.01% | Reduce -48.8% | 6,077 | $260K |
| C M Bidwell & Associates Ltd. | 0.12% | Add +1.9% | 6,075 | $260K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +13.9% | 6,046 | $259K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.5% | 5,973 | $255K |
| Concorde Asset Management, LLC | 0.11% | — | 5,938 | $255K |
| Eaton-Cambridge Inc. | 0.09% | Reduce -7.2% | 5,953 | $255K |
| CVA Family Office, LLC | 0.03% | Add +0.8% | 5,947 | $254K |
| Beacon Financial Strategies CORP | 0.15% | Reduce -13.9% | 5,871 | $251K |
| Planning Center, Inc. | 0.03% | No change | 5,854 | $250K |
| Acorn Creek Capital LLC | 0.09% | Add +4.3% | 5,579 | $239K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -3.8% | 5,347 | $229K |
| Clear Creek Financial Management, LLC | 0.02% | New | 5,222 | $223K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,189 | $222K |
| Millstone Evans Group, LLC | 0.14% | Reduce -60.3% | 5,114 | $219K |
| Independent Financial Group, LLC | 0.00% | New | 4,787 | $205K |
| TCFG Wealth Management, LLC | 0.08% | Reduce -21.2% | 4,776 | $204K |
| Salomon & Ludwin, LLC | 0.02% | New | 4,300 | $184K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 3,608 | $154K |
| US Bancorp \de | 0.00% | No change | 2,889 | $124K |
| Nemes Rush Group LLC | 0.01% | Add +11.5% | 2,607 | $111K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,420 | $103K |
| UBS Group AG | 0.00% | Reduce -85.7% | 2,320 | $99K |
| Grand Wealth Management, LLC | 0.04% | Reduce -33.2% | 2,104 | $90K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 2,078 | $89K |
| Fifth Third Bancorp | 0.00% | No change | 2,027 | $87K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,912 | $82K |
| WealthShield Partners, LLC | 0.01% | Add +1.2% | 1,750 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $73K |
| Morgan Stanley | 0.00% | Add +28.8% | 1,649 | $71K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -14.4% | 1,421 | $61K |
| Advisory Services Network, LLC | 0.00% | New | 1,250 | $53K |
| Running Point Capital Advisors, LLC | 0.01% | New | 1,111 | $48K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,070 | $46K |
| Rossby Financial, LCC | 0.01% | No change | 1,047 | $45K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -45.1% | 970 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +28.9% | 829 | $35K |
| Golden State Wealth Management, LLC | 0.00% | No change | 785 | $34K |
| Comerica Bank | 0.00% | Reduce -84.9% | 713 | $30K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -7.5% | 621 | $27K |
| Kilter Group LLC | 0.01% | Add +583.0% | 601 | $26K |
| Tortoise Investment Management, LLC | 0.00% | Add +21.4% | 504 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 474 | $20K |
| Blue Trust, Inc. | 0.00% | New | 401 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | New | 359 | $15K |
| Orion Capital Management LLC | 0.00% | No change | 253 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 219 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 178 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 110 | $5K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -95.2% | 78 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.9% | 59 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 58 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | New | 39 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $471 |
| Family Manage LLC | 0.00% | New | 4 | $171 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.