Dimensional Core FixedDFCFETF
13F holders, Q4 2025 (December 31)463holders +54
37new positions
19sold out
1famous investor
$42.56avg. 13F price*
At the end of Q4 2025, 463 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 54 from Q3 2025. 37 opened new positions and 19 sold out. The largest holders were Truepoint, Inc. ($533.9M), Prudential Financial Inc. ($402.5M) and Factory Mutual Insurance Co. ($193.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $46.8M |
| Exits | 19 | $35.0M |
All 13F filers, Q3 2025 → Q4 2025: 20,650,107 shares bought and 3,987,567 shares sold, net +16,662,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| Truepoint, Inc. | 12.01% | Add +4.3% | 12,543,839 | $533.9M |
| Prudential Financial Inc. | 0.49% | Reduce -9.3% | 9,457,165 | $402.5M |
| Factory Mutual Insurance Co. | 1.96% | No change | 4,538,370 | $193.2M |
| Petersen Hastings Wealth Advisors Inc. | 17.93% | — | 4,387,901 | $186.7M |
| Savant Capital, LLC | 1.05% | Add +53.0% | 4,330,640 | $184.3M |
| True Link Financial Advisors, LLC | 9.57% | Add +8.4% | 3,700,845 | $157.5M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +401.7% | 3,439,520 | $146.4M |
| OneDigital Investment Advisors LLC | 1.35% | Add +11.7% | 3,229,584 | $137.5M |
| Beaird Harris Wealth Management, LLC | 9.45% | Add +2.2% | 3,223,364 | $137.2M |
| Great Waters Wealth Management | 14.58% | Add +12.9% | 3,114,229 | $132.5M |
| Acropolis Investment Management, LLC | 5.52% | Add +1342.6% | 2,883,234 | $122.7M |
| Root Financial Partners, LLC | 5.94% | Add +31.4% | 2,700,637 | $114.9M |
| Phillips Financial Management, LLC | 7.24% | Add +11.3% | 2,638,266 | $112.3M |
| Apella Capital, LLC | 2.19% | Add +12.9% | 2,604,385 | $110.8M |
| Vise Technologies, Inc. | 2.05% | Add +275.2% | 2,458,323 | $104.6M |
| DiNuzzo Private Wealth, Inc. | 11.31% | Add +8.9% | 2,443,342 | $104.0M |
| WPWealth LLP | 13.24% | Add +1.2% | 1,986,920 | $84.6M |
| Stratos Investment Management, LLC | 3.27% | Add +4.3% | 1,917,407 | $81.6M |
| Allworth Financial LP | 0.33% | Add +20.6% | 1,879,309 | $80.0M |
| Core Wealth Management, Inc. | 22.72% | Add +5.0% | 1,713,920 | $72.9M |
| HighTower Advisors, LLC | 0.08% | Add +8.0% | 1,689,226 | $71.9M |
| Market Street Wealth Management Advisors LLC | 9.81% | Add +5.3% | 1,482,893 | $63.1M |
| Rather & Kittrell, Inc. | 10.10% | Add +12.9% | 1,473,372 | $62.7M |
| Pathstone Holdings, LLC | 0.23% | Add +0.9% | 1,391,353 | $59.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.7% | 1,260,164 | $53.6M |
| GeoWealth Management, LLC | 1.94% | Add +3.7% | 1,239,238 | $52.7M |
| Creative Capital Management Investments LLC | 15.91% | Add +10.6% | 1,238,970 | $52.7M |
| Betterment LLC | 0.10% | Add +3.3% | 1,179,477 | $50.2M |
| Graves Light Lenhart Wealth, Inc. | 5.23% | Add +23.0% | 1,159,475 | $49.3M |
| Heffernan Advisory, Inc. | 46.94% | — | 1,152,171 | $49.0M |
| Strathmore Capital Advisors, Inc. | 15.70% | Add +68.7% | 1,125,248 | $47.9M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 1,089,632 | $46.4M |
| HBK Sorce Advisory LLC | 0.99% | Reduce -3.4% | 1,005,708 | $43.0M |
| Pure Financial Advisors, LLC | 0.64% | Add +2.0% | 997,489 | $42.5M |
| Raymond James Financial Inc. | 0.01% | Add +109.1% | 934,515 | $39.8M |
| Ullmann Wealth Partners Group, LLC | 3.90% | Add +0.4% | 876,022 | $37.5M |
| Annandale Capital, LLC | 5.83% | Add +5.1% | 841,374 | $35.8M |
| Grunden Financial Advisory, Inc. | 13.87% | Add +2.1% | 834,031 | $35.5M |
| Royal Bank of Canada | 0.01% | Add +2.0% | 793,653 | $33.8M |
| Tencap Wealth Coaching, LLC | 12.36% | — | 766,501 | $32.7M |
| Great Oak Capital Partners, LLC | 8.16% | Add +10.7% | 764,149 | $32.5M |
| Aspen Capital Management, LLC | 7.89% | Add +8.7% | 748,994 | $31.9M |
| Opus Capital Group, LLC | 3.40% | Add +5.6% | 737,053 | $31.4M |
| Dynamic Advisor Solutions LLC | 1.00% | Reduce -52.0% | 735,907 | $31.3M |
| HFM Investment Advisors, LLC | 11.94% | Add +1.1% | 717,629 | $30.5M |
| Hiley Hunt Wealth Management | 13.10% | Add +11.3% | 687,752 | $29.3M |
| BCR Wealth Strategies, LLC | 9.62% | Add +3.6% | 681,575 | $29.0M |
| Liberty Wealth Management LLC | 3.64% | Add +86.4% | 663,250 | $28.2M |
| Ferguson Johnson Wealth Management Inc | 23.41% | — | 661,532 | $28.2M |
| Tillman Hartley LLC | 7.06% | Add +5.6% | 660,817 | $28.1M |
| Tassel Capital Management, Inc. | 16.98% | Add +5.1% | 659,345 | $28.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.7% | 653,596 | $27.8M |
| DecisionPoint Financial, LLC | 5.82% | Add +3.2% | 621,440 | $26.4M |
| TruNorth Capital Management, LLC | 4.92% | Add +11.9% | 608,500 | $25.9M |
| Leading Edge Financial Planning LLC | 5.85% | Add +10.8% | 602,731 | $25.7M |
| Pioneer Wealth Management Group | 7.71% | Add +231.5% | 596,465 | $25.4M |
| Krilogy Financial LLC | 0.86% | Add +6.2% | 593,348 | $25.3M |
| Assetmark, Inc. | 0.05% | Reduce -2.4% | 569,122 | $24.2M |
| Parkshore Wealth Management, Inc. | 9.05% | Add +21.6% | 566,442 | $24.1M |
| Bluespring Wealth Management, LLC | 2.05% | Add +6.3% | 558,044 | $23.8M |
| Sterling Wealth Management, Inc. | 6.68% | Add +24.1% | 550,319 | $23.4M |
| Continuum Wealth Advisors, LLC | 8.66% | Add +7.1% | 526,635 | $22.4M |
| Vermillion Wealth Management, Inc. | 9.09% | Add +7.5% | 521,395 | $22.2M |
| AE Wealth Management LLC | 0.13% | Reduce -1.6% | 518,501 | $22.1M |
| Physician Wealth Solutions Inc. | 9.23% | Add +8.4% | 511,410 | $21.8M |
| Osaic Holdings, Inc. | 0.03% | Add +22.4% | 508,821 | $21.7M |
| Verisail Partners, LLC | 8.86% | Add +4.5% | 506,597 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 504,157 | $21.5M |
| BCO Wealth Management LLC | 13.12% | Add +7.5% | 502,682 | $21.4M |
| CFS Investment Advisory Services, LLC | 1.56% | Add +8.3% | 502,032 | $21.4M |
| Alpha Financial Advisors, LLC | 6.46% | Add +16.4% | 496,255 | $21.1M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -10.6% | 488,685 | $20.8M |
| DAVENPORT & Co LLC | 0.11% | Add +15.6% | 459,584 | $19.6M |
| Aurelius Family Office LLC | 8.41% | Add +6.3% | 458,826 | $19.6M |
| Financial Plan, Inc. | 2.20% | — | 451,001 | $19.2M |
| Momentous Wealth Management, Inc. | 10.73% | Add +10.3% | 444,774 | $18.9M |
| Note Advisors, LLC | 9.64% | Add +30.9% | 441,567 | $18.8M |
| Moller Wealth Partners | 3.86% | Reduce -0.9% | 433,534 | $18.5M |
| Babb Wealth Advisors LLC | 10.37% | Add +18.8% | 431,748 | $18.4M |
| Blume Capital Management, Inc. | 3.33% | Reduce -4.1% | 426,293 | $18.1M |
| Revolve Wealth Partners, LLC | 2.13% | Add +3.4% | 425,300 | $18.1M |
| Chicago Partners Investment Group LLC | 0.43% | Add +7.2% | 410,406 | $17.5M |
| RCS Financial Planning, LLC | 7.40% | Add +0.3% | 403,359 | $17.2M |
| Arax Advisory Partners | 0.49% | New | 399,429 | $17.0M |
| Vermillion & White Wealth Management Group, LLC | 9.18% | Add +3.6% | 395,624 | $16.9M |
| Bannerman Wealth Management Group, LLC | 11.91% | Add +4.7% | 394,615 | $16.8M |
| Integrity Alliance, Llc. | 0.61% | Reduce -29.3% | 392,781 | $16.7M |
| Diversify Wealth Management, LLC | 0.78% | Add +13.7% | 389,673 | $16.6M |
| Rational Advisors, Inc. | 1.72% | Reduce -4.5% | 371,289 | $15.8M |
| Guardian Wealth Management, LLC | 4.96% | — | 367,323 | $15.6M |
| Riverchase Wealth Management, LLC | 8.30% | Add +2.3% | 359,205 | $15.3M |
| Wheels Up Wealth, Inc. | 14.22% | — | 358,722 | $15.3M |
| Client 1ST Advisory Group, LLC | 4.65% | Add +0.5% | 348,794 | $14.8M |
| Mattern Wealth Management LLC | 2.77% | Add +4.1% | 338,205 | $14.4M |
| Truist Financial Corp. | 0.02% | Add +11.3% | 329,383 | $14.0M |
| Legacy Financial Group, Inc. | 3.63% | Add +5.9% | 324,982 | $13.8M |
| Kings Path Partners LLC | 4.84% | Add +6.5% | 324,458 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.6% | 319,935 | $13.6M |
| Dravo Bay LLC | 5.65% | Add +11.2% | 319,513 | $13.6M |
| City State Bank | 3.71% | Add +7.5% | 318,066 | $13.5M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.