Dimensional Core FixedDFCFETF
13F holders, Q1 2026 (March 31)484holders +21
45new positions
23sold out
2famous investors
$42.25avg. 13F price*
At the end of Q1 2026, 484 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 21 from Q4 2025. 45 opened new positions and 23 sold out. The largest holders were Truepoint, Inc. ($551.5M), Prudential Financial Inc. ($457.0M) and Petersen Hastings Wealth Advisors Inc. ($193.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $250.4M |
| Exits | 23 | $51.9M |
All 13F filers, Q4 2025 → Q1 2026: 27,145,359 shares bought and 3,668,619 shares sold, net +23,476,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| Truepoint, Inc. | 12.30% | Add +4.1% | 13,062,756 | $551.5M |
| Prudential Financial Inc. | 0.56% | Add +14.5% | 10,824,713 | $457.0M |
| Petersen Hastings Wealth Advisors Inc. | 17.68% | Add +4.2% | 4,571,337 | $193.0M |
| Factory Mutual Insurance Co. | 2.16% | No change | 4,538,370 | $191.6M |
| Apella Capital, LLC | 2.79% | Add +69.3% | 4,408,477 | $188.2M |
| True Link Financial Advisors, LLC | 11.12% | Add +15.2% | 4,264,532 | $180.0M |
| Elser Financial Planning, Inc | 8.62% | Add +13684.6% | 4,200,025 | $177.7M |
| Beacon Pointe Advisors, LLC | 0.83% | Add +8.0% | 3,715,440 | $156.9M |
| Savant Capital, LLC | 0.72% | Reduce -18.5% | 3,530,102 | $149.0M |
| Acropolis Investment Management, LLC | 6.48% | Add +20.4% | 3,471,746 | $146.6M |
| Great Waters Wealth Management | 15.51% | Add +11.5% | 3,471,448 | $146.6M |
| OneDigital Investment Advisors LLC | 1.38% | Add +3.4% | 3,337,866 | $140.9M |
| Allworth Financial LP | 0.56% | Add +73.3% | 3,257,427 | $137.5M |
| Root Financial Partners, LLC | 6.34% | Add +20.3% | 3,247,685 | $137.1M |
| Beaird Harris Wealth Management, LLC | 9.27% | Add +0.2% | 3,229,394 | $136.3M |
| F/m Investments LLC | 8.51% | New | 3,036,000 | $128.2M |
| Phillips Financial Management, LLC | 7.74% | Reduce -4.2% | 2,526,277 | $106.7M |
| DiNuzzo Private Wealth, Inc. | 11.47% | Add +3.2% | 2,521,571 | $106.5M |
| Vise Technologies, Inc. | 2.05% | No change | 2,458,323 | $104.6M |
| Stratos Investment Management, LLC | 3.38% | Add +4.2% | 1,998,392 | $84.4M |
| WPWealth LLP | 12.89% | Add +0.5% | 1,997,307 | $84.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +42.7% | 1,797,830 | $75.9M |
| Core Wealth Management, Inc. | 22.92% | Add +3.4% | 1,771,320 | $74.8M |
| HighTower Advisors, LLC | 0.08% | Add +4.5% | 1,764,554 | $74.5M |
| Rather & Kittrell, Inc. | 10.38% | Add +8.1% | 1,593,287 | $67.3M |
| Market Street Wealth Management Advisors LLC | 10.26% | Add +4.0% | 1,541,722 | $65.1M |
| Creative Capital Management Investments LLC | 16.66% | Add +11.0% | 1,374,891 | $58.0M |
| Pathstone Holdings, LLC | 0.23% | Reduce -1.6% | 1,369,394 | $57.8M |
| GeoWealth Management, LLC | 2.03% | Add +7.5% | 1,332,758 | $56.3M |
| Graves Light Lenhart Wealth, Inc. | 5.66% | Add +11.1% | 1,287,970 | $54.4M |
| Betterment LLC | 0.10% | Add +6.5% | 1,256,555 | $53.1M |
| RW Investment Management LLC | 5.07% | — | 1,241,844 | $52.4M |
| Strathmore Capital Advisors, Inc. | 14.43% | Add +7.0% | 1,203,591 | $51.1M |
| Heffernan Advisory, Inc. | 45.89% | Add +1.7% | 1,171,565 | $49.5M |
| LPL Financial LLC | 0.01% | Add +2.6% | 1,117,650 | $47.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.0% | 1,065,029 | $45.0M |
| Pure Financial Advisors, LLC | 0.64% | Add +5.0% | 1,047,592 | $44.2M |
| HBK Sorce Advisory LLC | 0.86% | Reduce -1.2% | 993,619 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +44.5% | 944,499 | $39.9M |
| Ullmann Wealth Partners Group, LLC | 4.01% | Add +4.4% | 914,363 | $38.6M |
| Annandale Capital, LLC | 6.04% | Add +3.6% | 871,448 | $36.8M |
| Aspen Capital Management, LLC | 8.60% | Add +9.9% | 823,112 | $34.8M |
| Great Oak Capital Partners, LLC | 8.03% | Add +6.3% | 812,515 | $34.5M |
| Tencap Wealth Coaching, LLC | 12.58% | Add +3.2% | 790,708 | $33.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 789,783 | $33.3M |
| HFM Investment Advisors, LLC | 12.80% | Add +9.9% | 788,499 | $33.3M |
| Opus Capital Group, LLC | 3.47% | Add +3.8% | 764,694 | $32.3M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +206.8% | 757,924 | $32.0M |
| BCR Wealth Strategies, LLC | 9.94% | Add +10.2% | 751,104 | $31.7M |
| Dynamic Advisor Solutions LLC | 0.98% | Add +0.4% | 738,954 | $31.2M |
| Parkshore Wealth Management, Inc. | 10.34% | Add +29.3% | 732,420 | $30.9M |
| Hiley Hunt Wealth Management | 13.37% | Add +4.4% | 717,971 | $30.3M |
| Ferguson Johnson Wealth Management Inc | 23.96% | Add +5.7% | 699,262 | $29.5M |
| Liberty Wealth Management LLC | 3.60% | Add +2.7% | 681,228 | $28.8M |
| Tassel Capital Management, Inc. | 15.56% | Add +2.9% | 678,253 | $28.6M |
| Tillman Hartley LLC | 7.12% | Add +1.7% | 671,991 | $28.4M |
| Regimen Wealth, LLC | 8.02% | New | 650,484 | $27.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +154.7% | 648,206 | $27.4M |
| Leading Edge Financial Planning LLC | 5.65% | Add +5.5% | 636,067 | $26.9M |
| TruNorth Capital Management, LLC | 5.13% | Add +4.3% | 634,352 | $26.8M |
| Pioneer Wealth Management Group | 7.50% | Add +6.2% | 633,465 | $26.7M |
| DecisionPoint Financial, LLC | 5.76% | Add +1.8% | 632,396 | $26.7M |
| Bluespring Wealth Management, LLC | 2.30% | Add +13.2% | 631,454 | $26.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +133.3% | 629,547 | $26.6M |
| Krilogy Financial LLC | 0.84% | Add +3.2% | 612,486 | $26.0M |
| Sterling Wealth Management, Inc. | 7.00% | Add +9.7% | 603,533 | $25.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 561,318 | $23.6M |
| Assetmark, Inc. | 0.05% | Reduce -3.0% | 552,144 | $23.3M |
| Alpha Financial Advisors, LLC | 7.07% | Add +10.2% | 546,749 | $23.1M |
| CFS Investment Advisory Services, LLC | 1.55% | Add +5.3% | 528,522 | $22.6M |
| AE Wealth Management LLC | 0.12% | Add +2.9% | 533,410 | $22.5M |
| DAVENPORT & Co LLC | 0.12% | Add +15.4% | 530,394 | $22.4M |
| Verisail Partners, LLC | 8.99% | Add +3.6% | 524,811 | $22.2M |
| Physician Wealth Solutions Inc. | 9.14% | Add +2.2% | 522,702 | $22.1M |
| BCO Wealth Management LLC | 13.09% | Add +2.7% | 516,253 | $21.8M |
| Financial Plan, Inc. | 2.30% | Add +12.8% | 508,596 | $21.5M |
| Diversify Wealth Management, LLC | 0.38% | Add +30.2% | 507,335 | $21.4M |
| Vermillion Wealth Management, Inc. | 8.29% | Reduce -5.4% | 493,452 | $20.8M |
| Harbour Investments, Inc. | 0.32% | Add +74.8% | 486,481 | $20.5M |
| Aurelius Family Office LLC | 8.83% | Add +4.9% | 481,164 | $20.3M |
| Moller Wealth Partners | 3.98% | Add +10.2% | 477,655 | $20.2M |
| Note Advisors, LLC | 10.06% | Add +7.9% | 476,577 | $20.1M |
| Babb Wealth Advisors LLC | 10.68% | Add +7.2% | 462,863 | $19.5M |
| 49 Wealth Management, LLC | 1.45% | New | 459,894 | $19.4M |
| Blume Capital Management, Inc. | 3.28% | Add +7.1% | 456,530 | $19.3M |
| Momentous Wealth Management, Inc. | 10.96% | Add +2.2% | 454,368 | $19.2M |
| Revolve Wealth Partners, LLC | 2.38% | Add +1.9% | 433,572 | $18.3M |
| Chicago Partners Investment Group LLC | 0.41% | Add +4.9% | 430,624 | $18.3M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -12.1% | 429,342 | $18.1M |
| RCS Financial Planning, LLC | 9.03% | Add +2.2% | 412,228 | $17.4M |
| RHL Group, LLC | 14.58% | Add +59022.9% | 404,401 | $17.1M |
| Guardian Wealth Management, LLC | 5.17% | Add +9.9% | 403,625 | $17.0M |
| Vermillion & White Wealth Management Group, LLC | 9.71% | Add +0.9% | 399,244 | $16.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -21.7% | 398,428 | $16.8M |
| Riverchase Wealth Management, LLC | 8.68% | Add +9.9% | 394,689 | $16.7M |
| Bannerman Wealth Management Group, LLC | 11.12% | Reduce -0.9% | 390,925 | $16.5M |
| Bank of America Corp. | 0.00% | Add +42.8% | 384,820 | $16.2M |
| Integrity Alliance, Llc. | 0.60% | Reduce -5.0% | 373,245 | $15.8M |
| Rational Advisors, Inc. | 1.70% | Reduce -0.6% | 369,265 | $15.6M |
| Truist Financial Corp. | 0.02% | Add +12.0% | 369,048 | $15.6M |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.