Dimensional Core FixedDFCFETF
13F holders, Q1 2026 (March 31)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 |
| 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.