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

0200400600 Q1 2024: 282Q1 2024Q2 2024: 302Q2 2024Q3 2024: 318Q3 2024Q4 2024: 391Q4 2024Q1 2025: 403Q1 2025Q2 2025: 399Q2 2025Q3 2025: 409Q3 2025Q4 2025: 463Q4 2025Q1 2026: 484Q1 2026Q2 2026: 510Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions45$250.4M
Exits23$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
City State Bank 4.03% Add +15.7% 368,087 $15.5M
Wheels Up Wealth, Inc. 14.30% Add +0.5% 360,348 $15.2M
Dravo Bay LLC 6.12% Add +11.6% 356,666 $15.1M
Meredith Wealth Planning 4.01% Add +16.4% 350,778 $14.8M
Client 1ST Advisory Group, LLC 4.49% Add +0.3% 349,756 $14.8M
Mattern Wealth Management LLC 2.83% Add +1.6% 343,727 $14.5M
BWM Planning, LLC 3.79% Add +9.3% 340,641 $14.4M
EP Wealth Advisors, LLC 0.07% Add +5514.2% 340,108 $14.4M
Kestra Investment Management, LLC 0.24% New 335,901 $14.2M
Financial Symmetry Inc 5.03% Add +17.2% 335,246 $14.2M
Vestmark Advisory Solutions, Inc. 0.16% Add +8.3% 335,331 $14.2M
Legacy Financial Group, Inc. 3.72% Add +2.5% 333,282 $14.1M
Cetera Investment Advisers 0.01% Add +7.5% 329,838 $13.9M
Kings Path Partners LLC 4.74% Add +0.7% 326,565 $13.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.7% 325,468 $13.8M
One Degree Advisors Inc 3.53% Add +7.1% 318,459 $13.4M
Johnson Wealth Management, LLC 6.48% Add +5.4% 317,934 $13.4M
Integrated Wealth Concepts LLC 0.11% Add +2.6% 312,660 $13.2M
Heritage Wealth Management, Inc./Texas 5.62% Add +3.3% 311,227 $13.1M
XY Planning Network, Inc. 2.09% Add +15.3% 309,411 $13.1M
Daner Wealth Management, LLC 7.68% Add +7.0% 309,412 $13.1M
Graver Capital Management, LLC 9.69% Add +11.1% 302,175 $12.8M
SageOak Financial, LLC 8.78% Add +2.4% 294,536 $12.4M
Citadel Advisors 0.01% Add +224.0% 291,612 $12.3M
Kane Co Wealth Management, Inc. 10.17% Add +5.5% 285,716 $12.1M
Concord Wealth Partners 1.56% Add +3.6% 284,426 $12.0M
Mariner, LLC 0.01% Add +0.0% 282,865 $11.9M
Sterling Wealth Advisors Inc 6.61% Add +4.2% 271,406 $11.6M
Collective Family Office LLC 2.56% Add +3.0% 269,723 $11.4M
SpringVest Wealth Management LLC 7.72% Add +15.1% 267,651 $11.3M
Yardley Wealth Management LLC 5.78% Add +6.4% 267,190 $11.3M
BCU Wealth Advisors, LLC 4.17% Add +4.7% 265,022 $11.2M
Essential Planning, LLC. 3.54% Add +7.0% 263,376 $11.1M
ERn Financial, LLC 2.09% Add +5.7% 263,326 $11.1M
DeLarme Wealth Management, Inc. 7.07% Add +26.8% 259,828 $11.0M
Torren Management, LLC 5.41% Add +4.9% 257,399 $10.9M
Optimus Capital Advisors, LLC 6.41% Reduce -0.5% 256,799 $10.8M
HB Wealth Management, LLC 0.07% Reduce -4.0% 254,535 $10.7M
Park Avenue Securities LLC 0.08% New 251,157 $10.6M
Ledgewood Wealth Advisors, LLC 5.92% Reduce -0.3% 249,319 $10.5M
Integrity Investment Advisors, LLC 5.70% Add +15.3% 249,122 $10.5M
Berger Financial Group, Inc 0.58% Add +22.0% 245,435 $10.4M
Burk Holdings LLC 4.39% Add +11.2% 242,692 $10.2M
Corient Private Wealth LP 0.01% Reduce -1.1% 235,594 $9.9M
ArborFi Advisors, LLC 8.09% Add +4.3% 234,580 $9.9M
Integrity Advisory Solutions, LLC 1.30% Add +20.1% 233,985 $9.9M
SeedSafe Financial LLC 8.11% Add +24.0% 233,257 $9.8M
SC&H Financial Advisors, Inc. 1.45% Add +15.1% 227,577 $9.6M
Wealth Dimensions Group, Ltd. 1.88% Add +7.7% 226,602 $9.6M
United Wealth Management, LLC 2.37% Add +0.6% 225,576 $9.5M
Coston, McIsaac & Partners 2.15% Add +23.6% 225,368 $9.5M
Savvy Advisors, Inc. 0.25% Add +133.9% 223,156 $9.4M
Creative Planning 0.01% Add +276.6% 222,397 $9.4M
Foundry Financial LLC 3.95% Add +44.3% 220,753 $9.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.53% Add +8.2% 219,632 $9.3M
Focus Partners Wealth 0.01% Add +2.5% 215,276 $9.1M
AA Financial Advisors, LLC 1.23% New 206,004 $8.7M
Estate Counselors, LLC 0.77% New 205,869 $8.7M
Beacon Harbor Wealth Advisors, Inc. 1.81% Add +4.6% 204,274 $8.6M
Modera Wealth Management, LLC 0.10% Reduce -1.8% 204,083 $8.6M
Sax Wealth Advisors, LLC 0.40% No change 194,532 $8.3M
SJS Investment Consulting Inc. 0.99% Add +0.2% 192,203 $8.1M
Heritage Investment Group, Inc. 1.21% Add +17.6% 190,132 $8.0M
Bay Harbor Wealth Management, LLC 2.05% Add +13.7% 187,365 $7.9M
First Financial Group Corp 6.44% Add +77.0% 186,853 $7.9M
marrick wealth, LLC 6.56% Reduce -0.3% 184,780 $7.8M
Wealthspan Partners, LLC 2.65% Add +2.1% 178,167 $7.5M
Keating Financial Advisory Services, Inc. 1.21% Add +50.4% 178,029 $7.5M
LVZ, Inc. 0.85% Add +16.6% 177,221 $7.5M
Approach Retirement Advisors, LLC 6.15% Add +14.6% 175,206 $7.4M
Vested Financial Planning, LLC 5.61% Add +2.2% 174,360 $7.4M
Parker Financial LLC 2.94% Add +9.7% 174,578 $7.4M
SageView Advisory Group, LLC 0.27% Reduce -5.2% 174,124 $7.4M
Sutton Place Investors LLC 4.02% Reduce -6.6% 174,096 $7.4M
Herold Advisors, Inc. 1.61% Add +10.8% 173,993 $7.3M
AssuredPartners Investment Advisors, LLC 0.80% Reduce -1.2% 172,534 $7.3M
CGN Advisors LLC 0.56% Add +7.3% 169,030 $7.1M
Austin Wealth Management, LLC 1.62% Reduce -44.1% 168,378 $7.1M
CLG LLC 1.75% Add +12.9% 167,303 $7.1M
Stratos Wealth Partners, LTD. 0.08% Add +10.4% 165,614 $7.0M
Signature Estate & Investment Advisors LLC 0.14% Add +5.7% 165,132 $7.0M
Citrine Capital LLC 3.00% Add +3.3% 163,972 $6.9M
Navigoe, LLC 3.83% Add +24.1% 153,773 $6.5M
Summit Wealth Group LLC / Co. 0.68% Add +2.2% 153,459 $6.5M
Sowell Financial Services LLC 0.24% Add +2.5% 150,898 $6.4M
Winebrenner Capital Management LLC 4.05% Reduce -3.0% 149,474 $6.3M
Advisory Services Network, LLC 0.08% Add +34.3% 146,502 $6.2M
Arax Advisory Partners 0.17% Reduce -63.6% 145,227 $6.1M
Acorn Wealth Advisors, LLC 1.79% Add +2.3% 145,216 $6.1M
Kestra Advisory Services, LLC 0.02% Add +13.9% 142,161 $6.0M
Mather Group, Llc. 0.06% Add +20.1% 142,121 $6.0M
CreativeOne Wealth, LLC 0.14% Reduce -8.1% 141,839 $6.0M
Tru Independence Asset Management 2, LLC 3.67% Add +3.6% 141,458 $6.0M
AdvisorNet Financial, Inc 0.31% Add +4.9% 140,443 $5.9M
Arnold Financial Planning LLC 5.29% Reduce -2.9% 134,002 $5.7M
Porter White Investment Advisors, Inc. 2.26% Reduce -7.8% 133,511 $5.6M
DiPaolo Financial Group, Inc. 4.07% New 132,613 $5.6M
Arcadia Wealth Management, Inc. 3.00% Add +13.5% 131,393 $5.5M
Cogent Private Wealth, Inc. 4.00% Add +2.3% 131,229 $5.5M
Applied Capital LLC 2.07% Add +9.6% 131,127 $5.5M
Strategic Investment Solutions, Inc. 1.34% Reduce -2.4% 131,105 $5.5M
Vantage Point Financial LLC 1.90% Add +5.8% 127,823 $5.4M
PFG Advisors 0.26% Add +9.0% 126,458 $5.3M
Schwarz Dygos Wheeler Investment Advisors LLC 1.11% Add +6.5% 126,183 $5.3M
Forum Financial Management, LP 0.07% Reduce -14.7% 125,416 $5.3M
Triune Financial Partners, LLC 1.22% Add +29.5% 121,840 $5.1M
AlphaStar Capital Management, LLC 0.38% Add +6.0% 121,533 $5.1M
Great Valley Advisor Group, Inc. 0.09% Add +66.3% 115,130 $4.9M
Aptus Capital Advisors, LLC 0.04% Add +0.5% 114,751 $4.8M
Guardian Wealth Advisors, LLC / NC 0.31% Add +0.4% 114,695 $4.8M
HFG Wealth Management, LLC 2.64% Add +3.5% 113,686 $4.8M
E6 Portfolios, LLC 4.94% Reduce -5.3% 112,122 $4.7M
Entrewealth, LLC 2.11% Add +16.8% 111,754 $4.7M
Northwest Wealth Management, LLC 0.70% Add +3.9% 111,003 $4.7M
Cornerstone Wealth Partners, LLC 2.65% Add +26.4% 110,621 $4.7M
FinDec Wealth Services, Inc. 5.56% Reduce -13.8% 107,748 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -26.9% 104,703 $4.4M
Pacific Asset Management, LLC 2.46% Add +27.8% 104,156 $4.4M
Safeguard Investment Advisory Group, LLC 1.21% Reduce -5.2% 103,977 $4.4M
EverSource Wealth Advisors, LLC 0.13% Reduce -18.8% 103,816 $4.4M
Physician Wealth Advisors, Inc. 0.60% Add +321.2% 102,761 $4.3M
Stifel Financial Corp. 0.00% Add +1.3% 102,563 $4.3M
Greenspring Advisors, LLC 0.26% Add +11.1% 101,803 $4.3M
Ruedi Wealth Management, Inc. 1.11% Reduce -4.6% 101,673 $4.3M
Wealth Advisors Northwest LLC 1.76% Add +9.8% 99,557 $4.2M
DecisionMap Wealth Management, LLC 2.62% Add +12.7% 95,926 $4.0M
International Private Wealth Advisors LLC 2.46% Add +29.7% 95,257 $4.0M
Live Oak Private Wealth LLC 0.56% Add +62.5% 95,005 $4.0M
Family Capital Management, Inc. 1.78% Add +74.2% 94,674 $4.0M
Merit Financial Group, LLC 0.03% Add +1592.5% 94,358 $4.0M
Donalies Financial Planning, LLC 3.33% Add +4.4% 92,444 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 87,040 $3.7M
Mercer Global Advisors Inc. 0.01% Add +398.1% 86,080 $3.6M
Cherry Tree Wealth Management, LLC 0.76% Add +44.5% 84,723 $3.6M
Simplicity Wealth,LLC 0.20% Reduce -0.6% 83,885 $3.5M
Wealthspire Advisors, LLC 0.03% Add +28.9% 83,705 $3.5M
Mission Wealth Management, LP 0.07% Add +25.4% 83,233 $3.5M
TCP Asset Management, LLC 0.45% Add +12.8% 82,516 $3.5M
Index Fund Advisors, Inc. 0.16% Add +126.5% 82,509 $3.5M
Curio Wealth, LLC 1.18% Add +0.3% 81,575 $3.4M
Canopy Partners, LLC 1.14% Add +13.9% 78,842 $3.3M
Glass Jacobson Investment Advisors llc 1.13% Add +26.3% 77,512 $3.3M
Onyx Financial Advisors, LLC 1.33% Add +66.4% 75,691 $3.2M
Fiduciary Financial Advisors 2.83% — 75,065 $3.2M
Diversified Portfolios, Inc. 0.26% Add +666.8% 74,465 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.46% Reduce -9.3% 74,293 $3.1M
Alpha Advisors, LLC 2.46% Add +243.2% 73,848 $3.1M
Foster Group, Inc. 0.09% Reduce -0.0% 73,820 $3.1M
Flow Traders U.S. LLC 0.10% New 73,607 $3.1M
Private Advisor Group, LLC 0.01% Add +0.6% 73,259 $3.1M
Hutchens & Kramer Investment Management Group, LLC 0.93% Reduce -9.3% 69,561 $2.9M
GK Wealth Management LLC 2.55% New 69,787 $2.9M
DWR Wealth Management, LLC 2.55% Add +106.0% 69,787 $2.9M
Wealthcare Advisory Partners LLC 0.06% Reduce -47.4% 68,614 $2.9M
MB Generational Wealth, LLC 1.59% Add +16.6% 68,129 $2.9M
Cerity Partners LLC 0.00% New 67,334 $2.8M
Professional Financial Solutions LLC 2.46% Add +30.5% 65,615 $2.8M
NewEdge Advisors, LLC 0.01% Add +22.8% 65,365 $2.8M
Ancora Advisors LLC 0.06% Add +1.8% 63,826 $2.7M
rebel Financial LLC 1.13% Add +3.5% 61,800 $2.6M
Equitable Holdings, Inc. 0.02% Add +2.8% 59,961 $2.6M
Foundations Investment Advisors, LLC 0.03% Add +19.0% 60,109 $2.5M
IFP Advisors, Inc 0.05% Add +2.4% 59,622 $2.5M
Factor Wealth Management LTD 0.47% Reduce -22.6% 59,616 $2.5M
Hartmann Taylor Wealth Management, LLC 1.62% Add +7.8% 57,957 $2.4M
Arkadios Wealth Advisors 0.04% New 57,290 $2.4M
Aegis Wealth Management LLC 1.35% Add +4.8% 55,758 $2.4M
Rachor Investment Advisory Services, LLC 1.23% Add +0.7% 55,311 $2.3M
Red Lighthouse Investment Management, LLC 0.78% No change 55,000 $2.3M
Broadhurst Jeffrey B 2.37% Add +4.7% 54,690 $2.3M
Ballast Rock Private Wealth LLC 1.27% Reduce -1.3% 54,579 $2.3M
Fiduciary Alliance LLC 0.14% Add +34.6% 53,782 $2.3M
Stewardship Advisors, LLC 0.51% Add +4.9% 52,853 $2.2M
SwitchPoint Financial Planning, LLC 1.51% Add +22.1% 52,751 $2.2M
Outbound Financial Inc 1.66% Add +6.2% 52,443 $2.2M
Evanson Asset Management, LLC 0.12% Add +36.1% 52,309 $2.2M
ProCore Advisors, LLC 3.24% Add +41.6% 50,072 $2.1M
Abel Hall, LLC 0.44% Reduce -2.8% 48,695 $2.1M
LexAurum Advisors, LLC 0.25% — 44,836 $1.9M
Arcadia Wealth Management, LLC 0.68% Reduce -9.6% 44,679 $1.9M
Morris Financial Concepts, Inc. 0.63% Add +11.6% 44,293 $1.9M
Invst, LLC 0.21% Add +5.3% 44,139 $1.9M
3 Factor Indexing, LLC 1.75% — 43,931 $1.9M
Arista Wealth Management, LLC 0.22% No change 43,088 $1.8M
Verus Financial Partners, Inc. 0.16% Reduce -1.0% 42,168 $1.8M
First PREMIER Bank 0.40% Add +220.4% 41,185 $1.7M
USAdvisors Wealth Management, LLC 0.57% Reduce -1.2% 40,494 $1.7M
WealthSpring Partners, LLC 1.54% Add +123.0% 39,793 $1.7M
Worth Asset Management, LLC 0.62% New 39,587 $1.7M
Smartleaf Asset Management LLC 0.06% Add +17.3% 39,401 $1.7M
Citigroup Inc. 0.00% Add +9.4% 38,316 $1.6M
Cloud Capital Management, LLC 0.69% Add +4.5% 37,720 $1.6M
Washington Trust Advisors, Inc. 0.13% Add +1.3% 37,506 $1.6M
Pinney & Scofield, Inc. 0.85% Add +23.4% 37,473 $1.6M
Vestia Personal Wealth Advisors 0.73% Reduce -64.5% 36,675 $1.5M
Quantum Financial Advisors, LLC 0.17% Add +4.5% 36,477 $1.5M
Werba Rubin Papier Wealth Management 0.21% Add +3.6% 36,382 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.8% 36,112 $1.5M
Williams & Novak, LLC 1.11% Reduce -21.7% 34,920 $1.5M
Master's Wealth Management Inc. 0.50% Reduce -14.4% 34,910 $1.5M
Uptick Partners, LLC 0.29% Add +92.7% 34,686 $1.5M
Shearwater Capital LLC 0.76% Reduce -0.5% 34,134 $1.4M
Next Level Wealth Planning, LLC 0.73% Add +50.2% 33,644 $1.4M
Van Hulzen Asset Management, LLC 0.10% Add +1.5% 33,329 $1.4M
Cypress Financial Planning LLC 0.39% Add +4.3% 33,139 $1.4M
Axis Wealth Partners, LLC 0.74% Add +13.7% 32,834 $1.4M
Csenge Advisory Group 0.06% Add +6.4% 32,754 $1.4M
CIBC Bancorp USA Inc. 0.00% — 31,710 $1.3M
Samalin Investment Counsel, LLC 0.48% Add +2.4% 31,690 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.5% 30,651 $1.3M
Selective Wealth Management, Inc. 0.38% New 30,359 $1.3M
Hill Investment Group Partners, LLC 0.14% Reduce -68.7% 29,389 $1.2M
LaSalle St. Investment Advisors, LLC 0.16% Add +7.1% 27,693 $1.2M
Prospera Financial Services Inc 0.02% Add +103.8% 27,486 $1.2M
Investment Advisory Group, LLC 0.29% Add +5.2% 27,002 $1.1M
Landaas & Co. /Wi 0.25% Add +219.7% 26,871 $1.1M
Andrews, Lucia Wealth Management LLC 0.68% Add +16.6% 26,767 $1.1M
Keb Asset Management, LLC 0.22% Add +10.2% 26,696 $1.1M
Accurate Wealth Management, LLC 0.13% New 26,407 $1.1M
World Investment Advisors 0.02% New 26,264 $1.1M
Plan Group Financial, LLC 0.25% Reduce -36.9% 25,685 $1.1M
Hoxton Planning & Management, LLC 0.32% Reduce -18.7% 25,307 $1.1M
Cwm, LLC 0.00% Add +1.5% 24,910 $1.1M
Triad Wealth Partners, LLC 0.08% Add +75.7% 24,859 $1.0M
GEM Asset Management, LLC 0.46% Add +48.5% 24,646 $1.0M
IHT Wealth Management, LLC 0.02% Add +144.5% 24,399 $1.0M
GEN Financial Management, INC. 0.63% No change 23,968 $1.0M
Ares Financial Consulting, LLC 0.79% Reduce -0.4% 23,791 $1.0M
Concurrent Investment Advisors, LLC 0.01% New 22,765 $961K
CSP Financial Group, LLC 0.96% — 22,221 $938K
Riverbend Wealth Management, LLC 0.58% Add +6.7% 22,187 $937K
Oceanside Advisors LLC 0.52% Add +1.5% 21,639 $914K
Wealthcare Capital Management LLC 0.09% New 20,903 $883K
JFS Wealth Advisors, LLC 0.05% Add +0.1% 20,571 $869K
Two West Capital Advisors LLC 0.46% Add +19.9% 20,567 $868K
Pinkerton Wealth, LLC 0.08% No change 19,924 $848K
Mills Wealth Advisors LLC 0.29% Reduce -20.4% 19,836 $837K
Ariadne Wealth Management, LP 0.37% Reduce -1.7% 19,519 $824K
Hippocratic Financial Advisors, LLC 0.36% Reduce -19.7% 19,457 $821K
25 LLC 0.25% Reduce -3.5% 19,408 $819K
TAGStone Capital, Inc. 0.28% Reduce -0.4% 18,768 $792K
Ashton Thomas Private Wealth, LLC 0.02% Add +3.0% 18,710 $790K
Firethorn Wealth Partners, LLC 0.29% Reduce -5.2% 18,624 $786K
Builder Investment Group Inc. 0.17% Reduce -12.0% 18,500 $781K
Awm Capital, LLC 0.07% Reduce -7.8% 18,305 $773K
Forum Private Client Group LLC 0.25% Add +26.2% 17,871 $755K
Cary Street Partners Financial LLC 0.02% Add +36.3% 17,855 $754K
Jane Street Group, LLC 0.00% New 17,457 $737K
Exencial Wealth Advisors, LLC 0.02% Add +0.3% 17,383 $734K
Geometric Wealth Advisors 0.09% Add +3.3% 16,574 $700K
MSH Capital Advisors LLC 0.15% Reduce -9.7% 16,528 $698K
Five Oceans Advisors 0.25% Add +2.6% 16,334 $690K
Parkside Financial Bank & Trust 0.05% Add +1.7% 16,152 $682K
Silver Oak Securities, Incorporated 0.05% Reduce -1.3% 16,017 $676K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.47% Reduce -3.5% 14,592 $616K
Elevate Wealth Advisory, Inc. 0.39% Reduce -2.2% 14,511 $613K
Sei Investments Co. 0.00% Add +55.8% 14,409 $608K
Legacy Capital Wealth Partners, LLC 0.12% Add +88.4% 14,277 $603K
Generations Wealth, LLC 0.58% Reduce -2.1% 14,171 $598K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +100.0% 13,524 $571K
IFG Advisory, LLC 1.52% Reduce -91.4% 12,530 $529K
MML Investors Services, LLC 0.00% Add +42.4% 12,446 $525K
Plancorp, LLC 0.01% Add +0.7% 12,332 $523K
Mgo One Seven LLC 0.01% Reduce -0.4% 12,156 $513K
Redhawk Wealth Advisors, Inc. 0.06% New 12,013 $507K
Geneos Wealth Management Inc. 0.01% Add +13.5% 11,982 $506K
National Bank of Canada 0.00% Add +3.5% 11,881 $503K
D.A. Davidson & Co. 0.00% Reduce -2.1% 11,909 $503K
Visionary Horizons, LLC 0.25% New 11,892 $502K
Forthright Family Wealth Advisory LLC 0.33% Add +29.0% 11,636 $488K
Allstreet Capital Advisors LLC 0.36% Add +6.1% 11,389 $481K
Lutz Financial Services LLC 0.03% Reduce -0.1% 11,153 $471K
Allodium Investment Consultants, LLC 0.22% Add +22.6% 11,038 $466K
Aspire Private Capital, LLC 0.10% Add +9.4% 10,945 $462K
Spinnaker Investment Group, LLC 0.09% Reduce -45.1% 10,927 $461K
Mutual Advisors, LLC 0.01% Add +14.1% 10,828 $457K
Financial Synergies Wealth Advisors, Inc. 0.04% Add +0.7% 10,701 $452K
Old Peak Finance LLC 0.25% Add +0.8% 10,008 $423K
Jacobi Capital Management LLC 0.02% Add +8.2% 9,801 $414K
StrongBox Wealth, LLC 0.13% Reduce -17.2% 9,503 $401K
Beacon Financial Advisory LLC 0.09% Reduce -0.3% 9,285 $392K
Gemmer Asset Management LLC 0.03% Add +39.2% 9,177 $387K
Brookwood Investment Group LLC 0.05% Add +25.5% 9,097 $384K
Forteris Wealth Management Inc. 0.37% Add +45.9% 9,085 $384K
Farmers Trust Co. 0.06% No change 9,000 $380K
Potentia Wealth 0.14% Reduce -1.1% 8,865 $374K
Demming Financial Services Corp. 0.26% Reduce -0.3% 8,512 $359K
Keel Point, LLC 0.02% Add +8.0% 8,465 $357K
Navigate Wealth Management, LLC 0.25% — 8,329 $353K
Beacon Financial Strategies CORP 0.20% Add +28.4% 8,306 $351K
Fiduciary Financial Group, LLC 0.05% Reduce -5.0% 8,257 $349K
Facet Wealth, Inc. 0.01% New 8,149 $344K
Lam Group, Inc. 0.18% Reduce -9.5% 7,740 $327K
Advyzon Investment Management, LLC 0.03% Add +32.6% 7,733 $326K
American Investment Services, Inc. 0.07% Reduce -69.0% 7,592 $321K
Parkwoods Wealth Partners, LLC 0.08% Add +24.4% 7,448 $314K
Vigil Wealth Management, LLC 0.25% No change 7,369 $311K
Aspen Wealth Management LLC 0.06% Add +12.7% 7,318 $309K
Apollon Wealth Management, LLC 0.01% Reduce -0.1% 7,247 $306K
55 North Private Wealth, LLC 0.08% Reduce -57.3% 7,231 $305K
Matisse Capital 0.13% No change 7,200 $304K
Reyes Financial Architecture, Inc. 0.25% New 7,156 $302K
Pettyjohn, Wood & White, Inc. 0.05% New 7,108 $300K
21 West Wealth Management LLC 0.27% Add +18.2% 6,971 $294K
Ponta Wealth Partners, LLC 0.23% Reduce -18.2% 6,915 $292K
LifeSteps Financial, Inc. 0.18% New 6,877 $290K
Waverly Advisors, LLC 0.00% Reduce -23.0% 6,849 $289K
Dopkins Wealth Management, LLC 0.11% Reduce -0.3% 6,770 $286K
Victory Financial Group, LLC 0.03% Add +8.0% 6,728 $284K
Avise Financial Cooperative, Inc. 0.23% New 6,545 $276K
Stirlingshire Investments, Inc. 0.24% Add +4.2% 6,490 $274K
Passive Capital Management, LLC. 0.08% New 6,475 $273K
Rise Advisors, LLC 0.10% Add +0.7% 6,463 $273K
Cary Street Partners Investment Advisory LLC 0.07% Add +5.6% 6,402 $270K
XTX Topco Ltd 0.00% New 6,198 $262K
Burton Enright Welch 0.04% New 6,140 $259K
C M Bidwell & Associates Ltd. 0.12% Add +2.5% 6,117 $258K
CVA Family Office, LLC 0.03% Add +0.5% 6,042 $255K
Independent Advisor Alliance 0.00% New 5,994 $253K
Steward Partners Investment Advisory, LLC 0.00% No change 5,973 $252K
Planning Center, Inc. 0.03% No change 5,854 $247K
Lane Brothers & Co. Inc. 0.18% No change 5,796 $245K
New Capital Management LP 0.06% No change 5,754 $243K
Composition Wealth, LLC 0.00% Reduce -47.7% 5,660 $239K
Plotkin Financial Advisors, LLC 0.12% New 5,579 $236K
Amicus Financial Advisors, LLC 0.06% Reduce -8.6% 5,533 $234K
Keystone Financial Services 0.07% Add +1.3% 5,351 $226K
Bay Capital Advisors, LLC 0.14% Reduce -20.3% 5,326 $225K
Jones Financial Companies LLLP 0.00% Add +125.9% 5,371 $225K
Independent Financial Group, LLC 0.01% Add +2.0% 5,311 $224K
Eaton-Cambridge Inc. 0.07% Add +10.7% 5,229 $221K
Clear Creek Financial Management, LLC 0.02% Reduce -7.8% 5,222 $220K
B&D White Capital Company, LLC 0.03% No change 5,211 $220K
TCFG Wealth Management, LLC 0.08% Add +8.0% 5,207 $220K
TCFG Investment Advisors, LLC 0.08% — 5,207 $220K
Compass Ion Advisors, LLC 0.02% Add +0.7% 5,202 $220K
Security Financial Services, INC. 0.03% New 5,078 $214K
Concorde Asset Management, LLC 0.10% Reduce -11.1% 5,071 $214K
Millstone Evans Group, LLC 0.13% Reduce -0.1% 5,009 $211K
Caerus Investment Advisors, LLC 0.09% New 4,885 $206K
AQR Capital Management 0.00% New 4,885 $206K
Rossby Financial, LCC 0.04% Add +318.4% 4,381 $185K
Salomon & Ludwin, LLC 0.02% Reduce -6.0% 4,041 $171K
Centaurus Financial, Inc. 0.01% No change 3,160 $133K
Fifth Third Bancorp 0.00% Add +35.2% 2,740 $116K
Nemes Rush Group LLC 0.01% Add +0.7% 2,664 $112K
Blue Trust, Inc. 0.00% New 2,572 $109K
Qube Research & Technologies Ltd 0.00% Reduce -27.5% 2,564 $108K
Clayton Financial Group LLC 0.05% No change 2,471 $104K
Fort Vancouver Investment Management, LLC 0.05% Reduce -98.5% 2,460 $104K
1620 Investment Advisors, Inc. 0.06% Add +44.6% 2,025 $85K
Topsail Wealth Management, LLC 0.01% New 1,927 $81K
WealthShield Partners, LLC 0.01% Add +0.7% 1,788 $75K
UBS Group AG 0.00% New 1,721 $73K
Federation des caisses Desjardins du Quebec 0.00% No change 1,700 $72K
Synergy Investment Management, LLC 0.02% New 1,675 $71K
Silver Grove Financial Group, Inc. 0.05% Add +5.2% 1,586 $67K
Private Trust Co. NA 0.01% No change 1,550 $65K
Medallion Wealth Advisors, LLC 0.02% Add +0.7% 1,432 $60K
Tradewinds Capital Management, LLC 0.01% Add +0.8% 1,351 $57K
Grand Wealth Management, LLC 0.02% Reduce -0.8% 1,249 $53K
Morgan Stanley 0.00% Reduce -44.9% 1,159 $49K
KM Capital Management Ltd. 0.03% New 1,088 $46K
MPWM Advisory Solutions, LLC 0.02% No change 1,070 $45K
Rialto Wealth Management, LLC 0.01% No change 970 $41K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +0.7% 847 $36K
Arlington Trust Co LLC 0.00% New 795 $34K
Golden State Wealth Management, LLC 0.00% No change 785 $33K
Kilter Group LLC 0.01% No change 598 $25K
Vanguard Advisers Inc. 0.00% — 435 $18K
Colonial Trust Co / SC 0.00% Reduce -5.4% 405 $17K
Operose Advisors LLC 0.00% New 379 $16K
Orion Capital Management LLC 0.00% No change 253 $11K
PNC Financial Services Group, Inc. 0.00% New 167 $7K
Creative Financial Designs Inc. 0.00% No change 150 $6K
Wells Fargo & Company 0.00% Reduce -99.3% 99 $4K
Bank of Montreal 0.00% No change 88 $4K
Cardiff Park Advisors, LLC 0.00% No change 78 $3K
Atlantic Union Bankshares Corp 0.00% New 48 $2K
Go Invest LLC 0.00% Add +23.5% 42 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 38 $2K
Global Trust Asset Management, LLC 0.00% Reduce -79.5% 31 $1K
BankChampaign, National Association 0.00% Reduce -98.0% 20 $844
O'shaughnessy Asset Management, LLC 0.00% Reduce -100.0% 1 $42

"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.