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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$41.50 +0.04 (+0.10%)
As of 07/24/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Number of
Institutional Buyers
(last 12 months)
394
Total
Institutional Inflows
(last 12 months)
$2.33B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$353.93M
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DFCF Institutional Buying and Selling by Quarter

Dimensional Core Fixed Income ETF Major Shareholders & Ownership History

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%
6/3/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors57,290$2.42M0.0%N/A0.025%
5/18/2026EverSource 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%
5/18/2026Estate Counselors LLC205,869$8.69M0.8%N/A0.088%
5/15/2026Waverly Advisors LLC6,849$289K0.0%-23.0%0.003%
5/15/2026Broadhurst 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%
5/13/2026Cetera Investment Advisers329,838$13.93M0.0%+7.5%0.142%
5/13/2026American 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%
5/7/2026Regimen Wealth LLC650,484$27.46M8.0%N/A0.279%
5/6/2026Modera Wealth Management LLC204,083$8.62M0.1%-1.7%0.088%
5/6/2026Assetmark Inc.552,144$23.31M0.0%-3.0%0.237%
5/6/2026 Independent Financial Group LLC5,311$224K0.0%N/A0.002%
5/5/2026Ferguson Johnson Wealth Management Inc699,262$29.52M24.0%+5.7%0.300%
5/5/2026D.A. Davidson & CO.11,909$503K0.0%-2.1%0.005%
5/5/2026Geneos Wealth Management Inc.11,982$506K0.0%+13.5%0.005%
5/5/2026MB Generational Wealth LLC68,129$2.88M1.6%+16.5%0.029%
5/4/2026Chicago Partners Investment Group LLC430,624$18.28M0.4%+4.9%0.185%
5/4/2026Ruedi 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%
5/4/2026Uptick Partners LLC34,686$1.46M0.3%+92.7%0.015%
5/2/2026 Navigate Wealth Management LLC8,329$353K0.2%N/A0.004%
5/2/2026Navigoe LLC153,773$6.49M3.8%+24.1%0.066%
5/2/2026Diversify Wealth Management LLC507,335$21.40M0.4%+30.2%0.218%
5/1/2026Fifth Third Bancorp2,740$116K0.0%+35.2%0.001%
5/1/2026BCR Wealth Strategies LLC751,104$31.71M9.9%+10.2%0.324%
5/1/2026Simplicity Wealth LLC83,885$3.54M0.2%-0.6%0.036%
5/1/2026Beacon 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%
4/30/2026Triune Financial Partners LLC121,840$5.14M1.2%+29.5%0.053%
4/30/2026Kestra 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%
4/29/2026ArborFi Advisors LLC234,580$9.90M8.1%+4.3%0.101%
4/29/2026Core Wealth Management Inc.1,771,320$74.79M22.9%+3.3%0.764%
4/29/2026Oceanside Advisors LLC21,639$914K0.5%+1.5%0.009%
4/28/2026Abel Hall LLC48,695$2.06M0.4%-2.8%0.021%
4/28/2026 LVZ Inc.177,221$7.48M0.9%+16.6%0.076%
4/28/2026Berger 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%
4/27/2026HB Wealth Management LLC254,535$10.75M0.1%-4.0%0.110%
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4/27/2026Baer Investment Advisory LLC6,728$284K0.0%N/A0.003%
4/27/2026World Investment Advisors26,264$1.11M0.0%N/A0.011%
4/27/2026Legacy Financial Group Inc.333,282$14.07M3.7%+2.6%0.144%
4/27/2026USAdvisors Wealth Management LLC40,494$1.70M0.6%-1.2%0.017%
4/27/2026Private 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%
4/25/2026Axis 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, 529 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 485 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 54,705,097 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

Of the 147 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), Jane Street Group LLC ($328.90K), Master S Wealth Management Inc. ($310.12K), and Sax Wealth Advisors LLC ($215.32K).

Institutional investors have sold a total of 8,312,327 shares in the last 24 months. This volume of shares sold represents approximately $353.93M in transactions.



This page (NYSEARCA:DFCF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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