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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$41.70 -0.10 (-0.24%)
As of 11:28 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Number of
Institutional Buyers
(last 12 months)
382
Total
Institutional Inflows
(last 12 months)
$2.13B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$307.37M
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DFCF Institutional Buying and Selling by Quarter

Dimensional Core Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 JFS Wealth Advisors LLC21,513$908K0.0%+4.6%0.008%
7/10/2026 DiNuzzo Private Wealth Inc.2,757,601$116.40M11.5%+9.4%1.071%
7/10/2026 Canvas Wealth Advisors LLC15,289$645K0.1%N/A0.006%
7/10/2026 Lam Group Inc.10,550$445K0.2%+36.3%0.004%
7/10/2026 Torren Management LLC91,748$3.87M2.0%-64.4%0.036%
7/10/2026 Spinnaker Investment Group LLC15,492$654K0.1%+41.8%0.006%
7/10/2026 Redhawk Wealth Advisors Inc.10,425$440K0.0%-13.2%0.004%
7/10/2026 Wealthcare Advisory Partners LLC70,615$2.98M0.1%+2.9%0.027%
7/9/2026 Revolve Wealth Partners LLC442,818$18.69M1.9%+2.1%0.172%
7/9/2026 DiPaolo Financial Group Inc.139,188$5.88M3.8%+5.0%0.054%
7/9/2026 Wealthcare Capital Management LLC25,727$1.09M0.1%+23.1%0.010%
7/9/2026 Great Waters Wealth Management3,833,555$161.81M15.0%+10.4%1.489%
7/9/2026 Everhart Financial Group Inc.9,776$413K0.0%N/A0.004%
7/9/2026 Sax Wealth Advisors LLC152,212$6.43M0.2%-21.8%0.059%
7/9/2026 Ledgewood Wealth Advisors LLC235,302$9.93M5.3%-5.6%0.091%
7/9/2026 Worth Asset Management LLC35,370$1.49M0.5%-10.7%0.014%
7/8/2026 Beaird Harris Wealth Management LLC3,296,316$139.14M8.7%+2.1%1.280%
7/8/2026 3 Factor Indexing LLC166,912$7.05M6.0%+279.9%0.065%
7/8/2026 Beacon Financial Strategies CORP8,784$371K0.2%+5.8%0.003%
7/8/2026 Quantum Financial Advisors LLC35,847$1.51M0.1%-1.7%0.014%
7/8/2026 Williams & Novak LLC36,785$1.55M1.0%+5.3%0.014%
7/8/2026 Strategic Investment Solutions Inc. IL128,058$5.40M1.2%-2.3%0.050%
7/8/2026 Factor Wealth Management LTD32,847$1.39M0.2%-44.9%0.013%
7/8/2026 DWR Wealth Management LLC85,562$3.63M2.7%+22.6%0.033%
7/8/2026 Bannerman Wealth Management Group LLC447,697$18.90M11.0%+14.5%0.174%
7/8/2026 Apella Capital LLC4,667,514$196.08M2.8%+5.9%1.813%
7/8/2026 Clark Asset Management LLC5,207$220K0.0%N/A0.002%
7/8/2026 Evanson Financial LLC52,838$2.23M0.1%N/A0.021%
7/7/2026 Pioneer Wealth Management Group663,083$27.99M6.8%+4.7%0.258%
7/7/2026 Dynamic Advisor Solutions LLC735,680$31.05M0.9%-0.4%0.286%
7/7/2026 Graves Light Lenhart Wealth Inc.1,382,349$58.35M5.4%+7.3%0.537%
7/7/2026 CGN Advisors LLC172,063$7.26M0.5%+1.8%0.067%
7/7/2026 Hiley Hunt Wealth Management757,059$31.96M12.6%+5.4%0.294%
7/2/2026 Collective Family Office LLC284,278$12.00M2.5%+5.4%0.112%
7/2/2026 CX Institutional1,774$75K0.0%N/A0.001%
6/24/2026 Optimus Capital Advisors LLC256,799$10.84M6.4%-0.5%0.110%
6/3/2026 NewEdge Advisors LLC65,365$2.76M0.0%+22.7%0.028%
6/1/2026Caerus Investment Advisors LLC4,885$206K0.1%N/A0.002%
6/1/2026Concorde Asset Management LLC5,071$214K0.1%-11.1%0.002%
6/1/2026Keel Point LLC8,465$357K0.0%+8.0%0.004%
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5/27/2026 Security Financial Services INC.5,078$214K0.0%N/A0.002%
5/19/2026Western Wealth Management LLC2,316$98K0.0%N/A0.001%
5/19/2026Ariadne Wealth Management LP19,519$824K0.4%-1.7%0.008%
5/19/2026Bank of America Corp DE384,820$16.25M0.0%+42.8%0.165%
5/19/2026 Arkadios Wealth Advisors57,290$2.42M0.0%N/A0.025%
5/18/2026 EverSource Wealth Advisors LLC103,816$4.38M0.1%-18.8%0.045%
5/18/2026Royal Bank of Canada789,783$33.35M0.0%-0.5%0.339%
5/18/2026 Estate Counselors LLC205,869$8.69M0.8%N/A0.088%
5/15/2026Waverly Advisors LLC6,849$289K0.0%-23.0%0.003%
5/15/2026 Broadhurst Jeffrey B54,690$2.31M2.4%N/A0.023%
5/14/2026 CLG LLC167,303$7.06M1.8%+12.9%0.072%
5/14/2026Sei Investments Co.14,409$608K0.0%+55.8%0.006%
5/13/2026 Cetera Investment Advisers329,838$13.93M0.0%+7.5%0.142%
5/13/2026 American Investment Services Inc.7,592$321K0.1%-69.0%0.003%
5/13/2026Daner Wealth Management LLC309,412$13.06M6.8%+7.0%0.133%
5/7/2026 Eaton Cambridge Inc.5,229$221K0.1%+10.7%0.002%
5/7/2026 Regimen Wealth LLC650,484$27.46M8.0%N/A0.279%
5/6/2026 Modera Wealth Management LLC204,083$8.62M0.1%-1.7%0.088%
5/6/2026 Assetmark Inc.552,144$23.31M0.0%-3.0%0.237%
5/6/2026 Independent Financial Group LLC5,311$224K0.0%N/A0.002%
5/5/2026 Ferguson Johnson Wealth Management Inc699,262$29.52M24.0%+5.7%0.300%
5/5/2026 D.A. Davidson & CO.11,909$503K0.0%-2.1%0.005%
5/5/2026 Geneos Wealth Management Inc.11,982$506K0.0%+13.5%0.005%
5/5/2026 MB Generational Wealth LLC68,129$2.88M1.6%+16.5%0.029%
5/4/2026 Chicago Partners Investment Group LLC430,624$18.28M0.4%+4.9%0.185%
5/4/2026 Ruedi Wealth Management Inc.101,673$4.29M1.1%-4.6%0.044%
5/4/2026Vantage Point Financial LLC127,823$5.40M1.9%+5.8%0.055%
5/4/2026 Uptick Partners LLC34,686$1.46M0.3%+92.7%0.015%
5/2/2026 Navigate Wealth Management LLC8,329$353K0.2%N/A0.004%
5/2/2026 Navigoe LLC153,773$6.49M3.8%+24.1%0.066%
5/2/2026 Diversify Wealth Management LLC507,335$21.40M0.4%+30.2%0.218%
5/1/2026 Fifth Third Bancorp2,740$116K0.0%+35.2%0.001%
5/1/2026 BCR Wealth Strategies LLC751,104$31.71M9.9%+10.2%0.324%
5/1/2026 Simplicity Wealth LLC83,885$3.54M0.2%-0.6%0.036%
5/1/2026 Beacon Harbor Wealth Advisors Inc.204,274$8.62M1.8%+4.6%0.088%
5/1/2026 Sequoia Financial Advisors LLC429,342$18.13M0.1%-12.1%0.185%
4/30/2026 Torren Management LLC257,399$10.87M5.4%+4.9%0.111%
4/30/2026 Triune Financial Partners LLC121,840$5.14M1.2%+29.5%0.053%
4/30/2026 Kestra Advisory Services LLC142,161$6.00M0.0%+13.9%0.061%
4/30/2026 Integrity Investment Advisors LLC249,122$10.52M5.7%+15.3%0.107%
4/30/2026SwitchPoint Financial Planning LLC52,751$2.23M1.5%+22.1%0.023%
4/30/2026 CFS Investment Advisory Services LLC528,522$22.56M1.6%+5.3%0.228%
4/29/2026 ArborFi Advisors LLC234,580$9.90M8.1%+4.3%0.101%
4/29/2026 Core Wealth Management Inc.1,771,320$74.79M22.9%+3.3%0.764%
4/29/2026 Oceanside Advisors LLC21,639$914K0.5%+1.5%0.009%
4/28/2026 Abel Hall LLC48,695$2.06M0.4%-2.8%0.021%
4/28/2026 LVZ Inc.177,221$7.48M0.9%+16.6%0.076%
4/28/2026 Berger Financial Group Inc245,435$10.36M0.6%+22.0%0.106%
4/27/2026 Arcadia Wealth Management LLC44,679$1.89M0.7%-9.6%0.019%
4/27/2026 HB Wealth Management LLC254,535$10.75M0.1%-4.0%0.110%
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4/27/2026 Baer Investment Advisory LLC6,728$284K0.0%N/A0.003%
4/27/2026World Investment Advisors26,264$1.11M0.0%N/A0.011%
4/27/2026 Legacy Financial Group Inc.333,282$14.07M3.7%+2.6%0.144%
4/27/2026 USAdvisors Wealth Management LLC40,494$1.70M0.6%-1.2%0.017%
4/27/2026 Private Advisor Group LLC73,259$3.09M0.0%+0.6%0.032%
4/27/2026Financial Plan Inc.508,596$21.47M2.3%+12.8%0.219%
4/27/2026 Heffernan Advisory Inc.1,171,565$49.46M45.9%+1.7%0.505%
4/25/2026 Axis Wealth Partners LLC32,834$1.39M0.7%+13.7%0.014%
4/25/2026 Physician Wealth Advisors Inc.102,761$4.34M0.6%+321.2%0.045%
4/25/2026rebel Financial LLC61,800$2.61M1.1%+3.5%0.027%


DFCF Institutional Ownership - Frequently Asked Questions

During the previous two years, 524 institutional investors and hedge funds held shares of Dimensional Core Fixed Income ETF. The most heavily invested institutionals were Truepoint Inc. ($533.87M), Apella Capital LLC ($196.08M), Factory Mutual Insurance Co. ($194.06M), Petersen Hastings Wealth Advisors Inc. ($186.75M), Savant Capital LLC ($184.31M), Great Waters Wealth Management ($161.81M), and True Link Financial Advisors LLC ($157.51M).Learn more on Dimensional Core Fixed Income ETF's institutional investors.

Of the 476 institutional investors that purchased Dimensional Core Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($11.40M), Factory Mutual Insurance Co. ($4.54M), Petersen Hastings Wealth Advisors Inc. ($4.39M), True Link Financial Advisors LLC ($3.70M), Elser Financial Planning Inc ($3.63M), Apella Capital LLC ($3.19M), and Savant Capital LLC ($2.81M).

Institutional investors have bought a total of 50,008,266 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

Of the 123 institutional investors that sold Dimensional Core Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($2.45M), Dynamic Advisor Solutions LLC ($799.83K), Rise Advisors LLC ($633.86K), Corient Private Wealth LLC ($442.35K), Master S Wealth Management Inc. ($310.12K), Sax Wealth Advisors LLC ($215.32K), and Integrated Wealth Concepts LLC ($210.77K).

Institutional investors have sold a total of 7,210,516 shares in the last 24 months. This volume of shares sold represents approximately $307.37M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFCF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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