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 |
| Divergent Planning, LLC | 3.42% | Add +1.0% | 314,352 | $13.4M |
| BWM Planning, LLC | 3.54% | Add +13.1% | 311,696 | $13.3M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +13.8% | 309,670 | $13.2M |
| Cetera Investment Advisers | 0.01% | Add +9.8% | 306,720 | $13.1M |
| Integrated Wealth Concepts LLC | 0.15% | Add +9.0% | 304,801 | $13.0M |
| Johnson Wealth Management, LLC | 6.39% | Add +13.8% | 301,735 | $12.8M |
| Meredith Wealth Planning | 3.82% | Add +3.8% | 301,384 | $12.8M |
| Austin Wealth Management, LLC | 1.89% | Add +1.2% | 301,022 | $12.8M |
| Heritage Wealth Management, Inc./Texas | 5.56% | Add +5.6% | 301,280 | $12.8M |
| One Degree Advisors Inc | 3.48% | Add +4.2% | 297,403 | $12.7M |
| Daner Wealth Management, LLC | 7.59% | Add +2.1% | 289,285 | $12.4M |
| SageOak Financial, LLC | 8.86% | Add +4.2% | 287,570 | $12.2M |
| Financial Symmetry Inc | 4.97% | Add +14.9% | 286,109 | $12.2M |
| Mariner, LLC | 0.01% | Reduce -12.7% | 282,818 | $12.0M |
| Harbour Investments, Inc. | 0.24% | Add +126978.5% | 278,302 | $11.8M |
| Concord Wealth Partners | 1.52% | Add +40.9% | 274,432 | $11.7M |
| Graver Capital Management, LLC | 9.15% | Add +13.3% | 272,051 | $11.6M |
| Kane Co Wealth Management, Inc. | 10.17% | — | 270,870 | $11.5M |
| Farther Finance Advisors, LLC | 0.12% | Add +11.6% | 269,832 | $11.5M |
| Bank of America Corp. | 0.00% | Add +19.9% | 269,454 | $11.5M |
| XY Planning Network, Inc. | 1.99% | Add +18.0% | 268,242 | $11.4M |
| HB Wealth Management, LLC | 0.07% | Add +13.5% | 265,181 | $11.3M |
| Collective Family Office LLC | 2.56% | Add +10.7% | 261,907 | $11.1M |
| Sterling Wealth Advisors Inc | 6.69% | Add +46.7% | 260,373 | $11.1M |
| Optimus Capital Advisors, LLC | 6.43% | — | 258,010 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +27.5% | 254,491 | $10.8M |
| BCU Wealth Advisors, LLC | 4.12% | Add +7.5% | 253,136 | $10.8M |
| Yardley Wealth Management LLC | 5.68% | Add +7.8% | 251,065 | $10.7M |
| Ledgewood Wealth Advisors, LLC | 6.13% | Add +1.7% | 250,169 | $10.6M |
| ERn Financial, LLC | 1.99% | Add +6.3% | 249,044 | $10.6M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -37.0% | 247,002 | $10.5M |
| Essential Planning, LLC. | 3.34% | Add +9.4% | 246,127 | $10.5M |
| Torren Management, LLC | 5.33% | — | 245,428 | $10.4M |
| Corient Private Wealth LP | 0.01% | Add +14.9% | 238,335 | $10.1M |
| SpringVest Wealth Management LLC | 6.89% | Add +39.2% | 232,460 | $9.9M |
| ArborFi Advisors, LLC | 7.77% | Reduce -1.6% | 224,892 | $9.6M |
| United Wealth Management, LLC | 2.47% | Add +7.2% | 224,296 | $9.5M |
| Burk Holdings LLC | 4.43% | Add +27.3% | 218,285 | $9.3M |
| Tradewinds, LLC. | 2.20% | Add +118.1% | 216,388 | $9.2M |
| Integrity Investment Advisors, LLC | 5.06% | Add +35.3% | 216,043 | $9.2M |
| Wealth Dimensions Group, Ltd. | 1.78% | Add +3.3% | 210,429 | $9.0M |
| Focus Partners Wealth | 0.01% | Reduce -0.7% | 210,010 | $8.9M |
| Modera Wealth Management, LLC | 0.10% | Reduce -7.9% | 207,709 | $8.8M |
| DeLarme Wealth Management, Inc. | 6.19% | — | 204,848 | $8.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.52% | Reduce -6.7% | 202,969 | $8.6M |
| Berger Financial Group, Inc | 0.50% | Add +28.7% | 201,212 | $8.6M |
| SC&H Financial Advisors, Inc. | 1.30% | Add +55.9% | 197,721 | $8.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.84% | Add +7.1% | 195,270 | $8.3M |
| Integrity Advisory Solutions, LLC | 1.19% | Add +10.0% | 194,784 | $8.3M |
| Sax Wealth Advisors, LLC | 0.39% | Reduce -22.9% | 194,532 | $8.3M |
| SJS Investment Consulting Inc. | 1.03% | Add +0.3% | 191,896 | $8.2M |
| SeedSafe Financial LLC | 7.09% | — | 188,173 | $8.0M |
| Sutton Place Investors LLC | 4.35% | Add +3.9% | 186,347 | $7.9M |
| marrick wealth, LLC | 6.46% | — | 185,406 | $7.9M |
| SageView Advisory Group, LLC | 0.26% | Add +4.1% | 183,650 | $7.8M |
| Coston, McIsaac & Partners | 1.80% | Add +56.8% | 182,332 | $7.8M |
| AssuredPartners Investment Advisors, LLC | 1.11% | Add +7.4% | 174,591 | $7.4M |
| Wealthspan Partners, LLC | 2.70% | Add +7.5% | 174,426 | $7.4M |
| Vested Financial Planning, LLC | 5.59% | Add +4.4% | 170,638 | $7.3M |
| Fort Vancouver Investment Management, LLC | 3.81% | Add +3.0% | 167,435 | $7.1M |
| Bay Harbor Wealth Management, LLC | 1.83% | Add +5.8% | 164,820 | $7.0M |
| Heritage Investment Group, Inc. | 1.05% | Add +2.4% | 161,692 | $6.9M |
| Parker Financial LLC | 2.75% | Add +2.7% | 159,127 | $6.8M |
| Citrine Capital LLC | 3.14% | Add +11.8% | 158,748 | $6.8M |
| CGN Advisors LLC | 0.53% | Add +1.3% | 157,452 | $6.7M |
| Herold Advisors, Inc. | 1.49% | Add +3.1% | 157,061 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 156,356 | $6.7M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +67.0% | 156,215 | $6.6M |
| CreativeOne Wealth, LLC | 0.16% | Add +1.7% | 154,300 | $6.6M |
| Winebrenner Capital Management LLC | 4.37% | Add +2.6% | 154,156 | $6.6M |
| Foundry Financial LLC | 3.42% | — | 152,967 | $6.5M |
| Approach Retirement Advisors, LLC | 5.61% | — | 152,888 | $6.5M |
| LVZ, Inc. | 0.72% | Add +21.6% | 151,953 | $6.5M |
| Summit Wealth Group LLC / Co. | 0.85% | New | 150,188 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +2.2% | 149,946 | $6.4M |
| CLG LLC | 1.57% | Add +24.0% | 148,199 | $6.3M |
| Sowell Financial Services LLC | 0.23% | Add +6.6% | 147,164 | $6.3M |
| Forum Financial Management, LP | 0.08% | Reduce -21.1% | 147,033 | $6.3M |
| IFG Advisory, LLC | 0.27% | Add +27.6% | 146,422 | $6.2M |
| Porter White Investment Advisors, Inc. | 2.53% | Add +13.2% | 144,834 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.4% | 143,133 | $6.1M |
| Acorn Wealth Advisors, LLC | 1.80% | Reduce -10.8% | 141,909 | $6.0M |
| Arnold Financial Planning LLC | 6.06% | — | 138,026 | $5.9M |
| Tru Independence Asset Management 2, LLC | 3.64% | Add +1.1% | 136,581 | $5.8M |
| Strategic Investment Solutions, Inc. | 1.38% | Add +1.8% | 134,290 | $5.7M |
| AdvisorNet Financial, Inc | 0.30% | Add +19.8% | 133,858 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +19.9% | 130,354 | $5.5M |
| Cogent Private Wealth, Inc. | 4.16% | — | 128,242 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.20% | Reduce -10.7% | 127,787 | $5.4M |
| FinDec Wealth Services, Inc. | 5.70% | Add +0.5% | 124,953 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +32.6% | 124,797 | $5.3M |
| Navigoe, LLC | 3.25% | Add +17.6% | 123,885 | $5.3M |
| Vantage Point Financial LLC | 1.84% | Add +2.9% | 120,856 | $5.1M |
| Applied Capital LLC | 1.96% | Add +11.2% | 119,597 | $5.1M |
| E6 Portfolios, LLC | 5.77% | — | 118,448 | $5.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.04% | Add +1.2% | 118,435 | $5.0M |
| Keating Financial Advisory Services, Inc. | 0.68% | — | 118,335 | $5.0M |
| Mather Group, Llc. | 0.05% | Add +5.9% | 118,302 | $5.0M |
| PFG Advisors | 0.24% | Reduce -32.7% | 116,038 | $4.9M |
| Arcadia Wealth Management, Inc. | 2.83% | Add +15.3% | 115,765 | $4.9M |
| AlphaStar Capital Management, LLC | 0.36% | Add +55.0% | 114,672 | $4.9M |
| Guardian Wealth Advisors, LLC / NC | 0.31% | Add +1.3% | 114,265 | $4.9M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.3% | 114,208 | $4.9M |
| HFG Wealth Management, LLC | 2.58% | Reduce -0.1% | 109,784 | $4.7M |
| Safeguard Investment Advisory Group, LLC | 1.19% | Reduce -2.5% | 109,703 | $4.7M |
| Advisory Services Network, LLC | 0.07% | Add +8626.8% | 109,085 | $4.6M |
| Northwest Wealth Management, LLC | 0.72% | Add +4.3% | 106,792 | $4.5M |
| Ruedi Wealth Management, Inc. | 1.19% | Reduce -1.0% | 106,580 | $4.5M |
| First Financial Group Corp | 3.82% | Add +4.6% | 105,568 | $4.5M |
| Vestia Personal Wealth Advisors | 2.23% | Add +30.9% | 103,208 | $4.4M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 101,236 | $4.3M |
| Entrewealth, LLC | 1.84% | Reduce -7.2% | 95,707 | $4.1M |
| Savvy Advisors, Inc. | 0.13% | Add +84.0% | 95,386 | $4.1M |
| Triune Financial Partners, LLC | 0.94% | Add +141.3% | 94,104 | $4.0M |
| Hill Investment Group Partners, LLC | 0.47% | Reduce -0.1% | 93,812 | $4.0M |
| Greenspring Advisors, LLC | 0.24% | New | 91,670 | $3.9M |
| Wealth Advisors Northwest LLC | 1.71% | Add +4.6% | 90,701 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -65.4% | 90,002 | $3.8M |
| Donalies Financial Planning, LLC | 3.21% | — | 88,583 | $3.8M |
| Cornerstone Wealth Partners, LLC | 2.58% | — | 87,513 | $3.7M |
| DecisionMap Wealth Management, LLC | 2.23% | Add +0.2% | 85,154 | $3.6M |
| Simplicity Wealth,LLC | 0.21% | Reduce -33.4% | 84,429 | $3.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.50% | Add +3.8% | 81,870 | $3.5M |
| Curio Wealth, LLC | 1.23% | Add +2.9% | 81,357 | $3.5M |
| Pacific Asset Management, LLC | 2.08% | Add +35.4% | 81,488 | $3.5M |
| Schulz Wealth, LTD. | 2.20% | Add +15.7% | 80,536 | $3.4M |
| Factor Wealth Management LTD | 0.71% | Add +10.8% | 77,046 | $3.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.13% | Reduce -14.2% | 76,674 | $3.3M |
| Foster Group, Inc. | 0.10% | Reduce -0.8% | 73,852 | $3.1M |
| International Private Wealth Advisors LLC | 1.97% | Add +24.0% | 73,459 | $3.1M |
| TCP Asset Management, LLC | 0.52% | Add +3.3% | 73,155 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +4.0% | 72,837 | $3.1M |
| Diversify Advisory Services, LLC | 0.10% | New | 70,641 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -9.7% | 69,250 | $2.9M |
| Canopy Partners, LLC | 0.96% | Add +0.4% | 69,206 | $2.9M |
| Mission Wealth Management, LP | 0.06% | Add +109.7% | 66,368 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | No change | 64,938 | $2.8M |
| Ancora Advisors LLC | 0.06% | Reduce -10.9% | 62,710 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.94% | Add +18.8% | 61,387 | $2.6M |
| Austin Private Wealth, LLC | 0.19% | Add +12.7% | 60,127 | $2.6M |
| rebel Financial LLC | 1.09% | Add +0.0% | 59,724 | $2.5M |
| Creative Planning | 0.00% | Add +10.5% | 59,055 | $2.5M |
| Balance Wealth Partners LLC | 0.80% | Reduce -4.2% | 58,851 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.53% | Add +260.9% | 58,654 | $2.5M |
| Live Oak Private Wealth LLC | 0.34% | Add +9.3% | 58,472 | $2.5M |
| MB Generational Wealth, LLC | 1.32% | Add +284.8% | 58,456 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +5.0% | 58,303 | $2.5M |
| IFP Advisors, Inc | 0.06% | Add +1.3% | 58,224 | $2.5M |
| Ballast Rock Private Wealth LLC | 1.47% | — | 55,315 | $2.4M |
| Red Lighthouse Investment Management, LLC | 0.84% | No change | 55,000 | $2.3M |
| Rachor Investment Advisory Services, LLC | 1.24% | — | 54,927 | $2.3M |
| Family Capital Management, Inc. | 1.03% | Add +35.6% | 54,349 | $2.3M |
| Hartmann Taylor Wealth Management, LLC | 1.55% | Add +28.5% | 53,782 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.2% | 53,252 | $2.3M |
| Aegis Wealth Management LLC | 1.28% | Add +0.9% | 53,179 | $2.3M |
| Broadhurst Jeffrey B | 2.31% | — | 52,243 | $2.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +55.4% | 50,499 | $2.1M |
| Stewardship Advisors, LLC | 0.50% | Add +3.0% | 50,383 | $2.1M |
| Professional Financial Solutions LLC | 2.01% | — | 50,287 | $2.1M |
| Abel Hall, LLC | 0.50% | Add +0.1% | 50,120 | $2.1M |
| Arcadia Wealth Management, LLC | 0.78% | Reduce -2.8% | 49,429 | $2.1M |
| Outbound Financial Inc | 1.64% | Add +6.1% | 49,400 | $2.1M |
| Onyx Financial Advisors, LLC | 0.82% | Add +32.4% | 45,498 | $1.9M |
| Williams & Novak, LLC | 1.43% | Reduce -19.9% | 44,574 | $1.9M |
| Old Mission Capital LLC | 0.07% | Add +627.1% | 44,185 | $1.9M |
| SwitchPoint Financial Planning, LLC | 1.29% | Add +7.2% | 43,201 | $1.8M |
| Arista Wealth Management, LLC | 0.23% | No change | 43,088 | $1.8M |
| Verus Financial Partners, Inc. | 0.17% | Add +0.7% | 42,591 | $1.8M |
| Invst, LLC | 0.19% | Add +19.6% | 41,896 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.57% | Add +16.3% | 40,986 | $1.7M |
| Master's Wealth Management Inc. | 0.62% | Reduce -88.2% | 40,777 | $1.7M |
| Plan Group Financial, LLC | 0.45% | Reduce -37.5% | 40,707 | $1.7M |
| Fiduciary Alliance LLC | 0.11% | Add +0.1% | 39,967 | $1.7M |
| Morris Financial Concepts, Inc. | 0.59% | Add +3.1% | 39,704 | $1.7M |
| Evanson Asset Management, LLC | 0.09% | Add +2.8% | 38,429 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +645.0% | 39,838 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | Add +2.3% | 37,022 | $1.6M |
| Cibc World Markets Corp. | 0.01% | — | 36,918 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.5% | 36,798 | $1.6M |
| Index Fund Advisors, Inc. | 0.07% | Add +317.9% | 36,436 | $1.6M |
| Cloud Capital Management, LLC | 0.72% | Add +84.0% | 36,080 | $1.5M |
| ProCore Advisors, LLC | 1.54% | — | 35,367 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.41% | Add +115.7% | 35,121 | $1.5M |
| Citigroup Inc. | 0.00% | Add +17.0% | 35,016 | $1.5M |
| Quantum Financial Advisors, LLC | 0.17% | Reduce -13.1% | 34,901 | $1.5M |
| Shearwater Capital LLC | 0.84% | Reduce -0.3% | 34,321 | $1.5M |
| DWR Wealth Management, LLC | 1.34% | — | 33,882 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +10.9% | 33,585 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.2% | 32,876 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +7.2% | 32,822 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 32,781 | $1.4M |
| Cypress Financial Planning LLC | 0.38% | New | 31,758 | $1.4M |
| Hoxton Planning & Management, LLC | 0.40% | Reduce -8.9% | 31,112 | $1.3M |
| Samalin Investment Counsel, LLC | 0.47% | Add +1.2% | 30,951 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +2.4% | 30,792 | $1.3M |
| Elser Financial Planning, Inc | 0.94% | No change | 30,469 | $1.3M |
| Pinney & Scofield, Inc. | 0.73% | Add +15.4% | 30,358 | $1.3M |
| Axis Wealth Partners, LLC | 0.68% | Add +5.4% | 28,874 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +2.6% | 25,851 | $1.1M |
| Investment Advisory Group, LLC | 0.28% | Add +0.2% | 25,674 | $1.1M |
| Mills Wealth Advisors LLC | 0.42% | Reduce -15.0% | 24,916 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -0.5% | 24,548 | $1.0M |
| American Investment Services, Inc. | 0.24% | New | 24,459 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.14% | Add +576.2% | 24,398 | $1.0M |
| Hippocratic Financial Advisors, LLC | 0.48% | Reduce -2.6% | 24,242 | $1.0M |
| Keb Asset Management, LLC | 0.21% | Add +31.7% | 24,233 | $1.0M |
| GEN Financial Management, INC. | 0.64% | Add +0.1% | 23,968 | $1.0M |
| Ares Financial Consulting, LLC | 0.97% | — | 23,891 | $1.0M |
| Andrews, Lucia Wealth Management LLC | 0.58% | Add +15.3% | 22,947 | $977K |
| Next Level Wealth Planning, LLC | 0.51% | Add +60.1% | 22,396 | $953K |
| Alpha Advisors, LLC | 0.71% | No change | 21,517 | $916K |
| Oceanside Advisors LLC | 0.55% | Add +2.3% | 21,324 | $908K |
| Builder Investment Group Inc. | 0.19% | Add +2.6% | 21,025 | $895K |
| Riverbend Wealth Management, LLC | 0.56% | Add +38.6% | 20,795 | $885K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 20,558 | $875K |
| 25 LLC | 0.27% | Add +29.7% | 20,109 | $856K |
| Ariadne Wealth Management, LP | 0.35% | Reduce -0.6% | 19,851 | $853K |
| Pinkerton Wealth, LLC | 0.09% | New | 19,924 | $848K |
| True Freedom Investing, LLC | 0.06% | New | 19,924 | $848K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -14.4% | 19,909 | $847K |
| Awm Capital, LLC | 0.08% | Reduce -1.2% | 19,857 | $845K |
| Firethorn Wealth Partners, LLC | 0.31% | Reduce -29.0% | 19,641 | $836K |
| TAGStone Capital, Inc. | 0.30% | Add +3.3% | 18,840 | $802K |
| MSH Capital Advisors LLC | 0.17% | Reduce -1.4% | 18,311 | $779K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +7.6% | 18,173 | $773K |
| Dentgroup LLC | 0.53% | Add +15.0% | 18,162 | $773K |
| Uptick Partners, LLC | 0.16% | New | 17,998 | $766K |
| WealthSpring Partners, LLC | 0.78% | — | 17,845 | $759K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +5.5% | 17,340 | $738K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.2% | 17,283 | $736K |
| Two West Capital Advisors LLC | 0.42% | Add +0.2% | 17,147 | $730K |
| 55 North Private Wealth, LLC | 0.19% | — | 16,926 | $720K |
| GEM Asset Management, LLC | 0.32% | Add +2.5% | 16,592 | $708K |
| Silver Oak Securities, Incorporated | 0.05% | Add +12.8% | 16,223 | $692K |
| Geometric Wealth Advisors | 0.09% | Add +50.2% | 16,041 | $683K |
| Five Oceans Advisors | 0.24% | Reduce -2.7% | 15,923 | $678K |
| Parkside Financial Bank & Trust | 0.05% | Add +76.0% | 15,882 | $676K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.50% | — | 15,118 | $643K |
| Elevate Wealth Advisory, Inc. | 0.43% | Add +26.2% | 14,831 | $631K |
| Generations Wealth, LLC | 0.63% | — | 14,473 | $616K |
| Forum Private Client Group LLC | 0.21% | Add +0.6% | 14,165 | $603K |
| Triad Wealth Partners, LLC | 0.06% | Add +90.0% | 14,149 | $602K |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 13,567 | $577K |
| Prospera Financial Services Inc | 0.01% | Add +31.4% | 13,486 | $574K |
| Cary Street Partners Financial LLC | 0.01% | Add +30.3% | 13,102 | $558K |
| First PREMIER Bank | 0.13% | Add +99.8% | 12,853 | $547K |
| Plancorp, LLC | 0.02% | Add +1.5% | 12,246 | $521K |
| Mgo One Seven LLC | 0.01% | Add +29.2% | 12,203 | $519K |
| Sigma Planning Corp | 0.01% | Add +1.4% | 12,180 | $518K |
| D.A. Davidson & Co. | 0.00% | Add +3.8% | 12,164 | $518K |
| National Bank of Canada | 0.00% | Add +83.3% | 11,484 | $489K |
| StrongBox Wealth, LLC | 0.16% | Reduce -15.7% | 11,473 | $488K |
| Lutz Financial Services LLC | 0.03% | New | 11,164 | $475K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -9.3% | 10,989 | $468K |
| Composition Wealth, LLC | 0.01% | Reduce -15.3% | 10,830 | $461K |
| Allstreet Capital Advisors LLC | 0.33% | — | 10,730 | $457K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +1.2% | 10,627 | $452K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.9% | 10,559 | $449K |
| Aspire Private Capital, LLC | 0.09% | Reduce -16.4% | 10,007 | $426K |
| IHT Wealth Management, LLC | 0.01% | New | 9,979 | $425K |
| Old Peak Finance LLC | 0.26% | — | 9,927 | $422K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -3.5% | 9,711 | $413K |
| Mutual Advisors, LLC | 0.01% | New | 9,488 | $404K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -10.5% | 9,310 | $396K |
| Sei Investments Co. | 0.00% | Add +9.3% | 9,249 | $394K |
| Jacobi Capital Management LLC | 0.02% | Add +1.0% | 9,055 | $385K |
| Forthright Family Wealth Advisory LLC | 0.24% | Reduce -10.4% | 9,021 | $384K |
| Allodium Investment Consultants, LLC | 0.19% | New | 9,002 | $383K |
| Farmers Trust Co. | 0.06% | No change | 9,000 | $383K |
| Potentia Wealth | 0.14% | Reduce -1.6% | 8,961 | $381K |
| Waverly Advisors, LLC | 0.00% | No change | 8,895 | $379K |
| MML Investors Services, LLC | 0.00% | Add +21.6% | 8,742 | $372K |
| Fiduciary Financial Group, LLC | 0.05% | Add +2.2% | 8,694 | $370K |
| Lam Group, Inc. | 0.21% | Reduce -34.4% | 8,555 | $364K |
| Demming Financial Services Corp. | 0.27% | — | 8,533 | $363K |
| Ponta Wealth Partners, LLC | 0.34% | — | 8,454 | $360K |
| Landaas & Co. /Wi | 0.08% | New | 8,405 | $358K |
| Timonier Family Office, LTD. | 0.11% | Reduce -3.3% | 7,935 | $338K |
| Keel Point, LLC | 0.02% | Add +19.8% | 7,840 | $334K |
| Sepio Capital, LP | 0.02% | Reduce -19.6% | 7,647 | $325K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +25.4% | 7,579 | $323K |
| Vigil Wealth Management, LLC | 0.26% | — | 7,369 | $314K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -47.6% | 7,255 | $309K |
| Brookwood Investment Group LLC | 0.04% | No change | 7,250 | $309K |
| Matisse Capital | 0.14% | No change | 7,200 | $306K |
| Two Sigma Securities, LLC | 0.04% | Reduce -22.8% | 6,989 | $297K |
| Dopkins Wealth Management, LLC | 0.12% | No change | 6,793 | $289K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 6,762 | $288K |
| Bay Capital Advisors, LLC | 0.17% | Add +0.3% | 6,684 | $284K |
| Gemmer Asset Management LLC | 0.02% | Add +5.4% | 6,594 | $281K |
| Aspen Wealth Management LLC | 0.06% | Reduce -3.2% | 6,496 | $276K |
| Beacon Financial Strategies CORP | 0.15% | Add +10.2% | 6,471 | $275K |
| Rise Advisors, LLC | 0.10% | Add +1.5% | 6,418 | $273K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 6,307 | $268K |
| Stirlingshire Investments, Inc. | 0.24% | — | 6,230 | $265K |
| Victory Financial Group, LLC | 0.03% | New | 6,231 | $265K |
| Forteris Wealth Management Inc. | 0.26% | — | 6,225 | $265K |
| Cary Street Partners Investment Advisory LLC | 0.07% | New | 6,060 | $258K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,058 | $258K |
| Amicus Financial Advisors, LLC | 0.07% | — | 6,050 | $257K |
| CVA Family Office, LLC | 0.03% | Add +1.1% | 6,011 | $256K |
| Parkwoods Wealth Partners, LLC | 0.07% | New | 5,988 | $255K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,973 | $254K |
| C M Bidwell & Associates Ltd. | 0.12% | Reduce -1.8% | 5,967 | $254K |
| 21 West Wealth Management LLC | 0.23% | New | 5,898 | $251K |
| Planning Center, Inc. | 0.03% | No change | 5,854 | $249K |
| Advyzon Investment Management, LLC | 0.03% | Add +12.4% | 5,831 | $248K |
| Lane Brothers & Co. Inc. | 0.18% | — | 5,796 | $247K |
| New Capital Management LP | 0.06% | Reduce -32.0% | 5,754 | $245K |
| Concorde Asset Management, LLC | 0.10% | Reduce -3.9% | 5,705 | $243K |
| Clear Creek Financial Management, LLC | 0.02% | Add +8.4% | 5,662 | $241K |
| Merit Financial Group, LLC | 0.00% | New | 5,575 | $237K |
| Keystone Financial Services | 0.07% | New | 5,284 | $225K |
| B&D White Capital Company, LLC | 0.03% | New | 5,211 | $222K |
| Independent Financial Group, LLC | 0.00% | Add +8.8% | 5,207 | $222K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -32.1% | 5,164 | $220K |
| Millstone Evans Group, LLC | 0.13% | Reduce -1.9% | 5,016 | $213K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 4,905 | $209K |
| TCFG Wealth Management, LLC | 0.08% | Add +1.0% | 4,822 | $205K |
| Eaton-Cambridge Inc. | 0.07% | Reduce -20.7% | 4,722 | $201K |
| Salomon & Ludwin, LLC | 0.02% | No change | 4,300 | $183K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.9% | 3,536 | $150K |
| Centaurus Financial, Inc. | 0.01% | New | 3,160 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +34.5% | 2,795 | $119K |
| Nemes Rush Group LLC | 0.01% | Add +1.5% | 2,645 | $113K |
| Maseco LLP | 0.00% | New | 2,575 | $110K |
| Clayton Financial Group LLC | 0.05% | New | 2,471 | $105K |
| Jones Financial Companies LLLP | 0.00% | New | 2,378 | $101K |
| Morgan Stanley | 0.00% | Add +27.6% | 2,105 | $90K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.9% | 2,059 | $88K |
| Fifth Third Bancorp | 0.00% | No change | 2,027 | $86K |
| WealthShield Partners, LLC | 0.01% | Add +1.5% | 1,776 | $76K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $72K |
| Private Trust Co. NA | 0.01% | New | 1,550 | $66K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 1,507 | $64K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,422 | $61K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 1,400 | $60K |
| Tradewinds Capital Management, LLC | 0.01% | New | 1,341 | $57K |
| Grand Wealth Management, LLC | 0.02% | Reduce -40.2% | 1,259 | $54K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 1,111 | $47K |
| 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% | No change | 970 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.4% | 841 | $36K |
| Golden State Wealth Management, LLC | 0.00% | No change | 785 | $33K |
| Comerica Bank | 0.00% | No change | 713 | $30K |
| RHL Group, LLC | 0.02% | — | 684 | $29K |
| Kilter Group LLC | 0.01% | Reduce -0.5% | 598 | $25K |
| FSA Advisors, Inc. | 0.01% | New | 12,137 | $22K |
| Colonial Trust Co / SC | 0.00% | Reduce -9.7% | 428 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 359 | $15K |
| Orion Capital Management LLC | 0.00% | No change | 253 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 238 | $10K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -75.7% | 151 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $6K |
| Winnacle Wealth LLC | 0.00% | New | 104 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 100 | $4K |
| Bank of Montreal | 0.00% | New | 88 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 78 | $3K |
| Go Invest LLC | 0.00% | — | 34 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -61.0% | 23 | $979 |
| BankChampaign, National Association | 0.00% | — | 1,000 | $851 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 11 | $469 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.