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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$42.25 +0.09 (+0.21%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
400
Total
Institutional Inflows
(last 12 months)
$2.93B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$518.56M
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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
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%
5/2/2026 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%
4/30/2026 SwitchPoint 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%
4/27/2026 Baer Investment Advisory LLC6,728$284K0.0%N/A0.003%
4/27/2026 World 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%
4/27/2026 Financial 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%
4/25/2026 rebel Financial LLC61,800$2.61M1.1%+3.5%0.027%
4/24/2026 Root Financial Partners LLC3,247,685$137.12M6.3%+20.3%1.408%
4/24/2026 Keb Asset Management LLC26,696$1.13M0.2%+10.2%0.012%
4/24/2026 Tcfg Wealth Management LLC5,207$220K0.1%+8.0%0.002%
4/24/2026 DeLarme Wealth Management Inc.259,828$10.97M7.1%+26.8%0.113%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.74,293$3.14M0.5%-9.3%0.032%
4/24/2026 Johnson Wealth Management LLC317,934$13.42M6.5%+5.4%0.138%
4/23/2026 Graver Capital Management LLC302,175$12.76M9.7%+11.1%0.131%
4/23/2026 Master S Wealth Management Inc.34,910$1.47M0.5%-14.4%0.015%
4/23/2026 SJS Investment Consulting Inc.192,203$8.12M1.0%+0.2%0.083%
4/23/2026 Forum Financial Management LP125,416$5.30M0.1%-14.7%0.054%
4/23/2026 Guardian Wealth Management LLC403,625$17.04M5.2%+9.9%0.175%
4/23/2026 TRU Independence Asset Management 2 LLC141,458$5.97M3.7%+3.6%0.061%
4/23/2026 Coston McIsaac & Partners225,368$9.52M2.1%+23.6%0.098%
4/23/2026 Riverbend Wealth Management LLC22,187$937K0.5%+6.7%0.010%
4/22/2026 First Financial Group Corp186,853$7.89M6.4%+77.0%0.081%
4/22/2026 Bay Capital Advisors LLC5,326$225K0.1%-20.3%0.002%
4/22/2026 LifeSteps Financial Inc.6,877$290K0.2%N/A0.003%
4/22/2026 Hartmann Taylor Wealth Management LLC57,957$2.45M1.6%+7.8%0.025%
4/22/2026 Aspire Private Capital LLC10,945$462K0.1%+9.4%0.005%
4/22/2026 Patriot Financial Group Insurance Agency LLC13,524$571K0.0%+100.0%0.006%
4/22/2026 Lam Group Inc.7,740$327K0.2%-9.5%0.003%
4/22/2026 Foundry Financial LLC220,753$9.32M3.9%+44.3%0.096%
4/22/2026 Citrine Capital LLC163,972$6.92M3.0%+3.3%0.071%
4/22/2026 Creative Capital Management Investments LLC1,374,891$58.05M16.7%+11.0%0.596%
4/22/2026 Tassel Capital Management Inc.678,253$28.64M15.6%+2.9%0.294%
4/21/2026 Next Level Wealth Planning LLC33,644$1.42M0.7%+50.2%0.015%
4/21/2026 RCS Financial Planning LLC412,228$17.40M9.0%+2.2%0.179%
4/21/2026 Parker Financial LLC174,578$7.36M2.9%+9.7%0.076%
4/21/2026 Topsail Wealth Management LLC1,927$81K0.0%N/A0.001%
4/21/2026 AA Financial Advisors LLC206,004$8.70M1.2%N/A0.089%
4/21/2026 BCU Wealth Advisors LLC265,022$11.19M4.2%+4.7%0.115%
4/21/2026 Verus Financial Partners Inc.42,168$1.79M0.2%-1.0%0.018%
4/21/2026 Hoxton Planning & Management LLC25,307$1.07M0.3%-18.7%0.011%
4/21/2026 Fiduciary Alliance LLC53,782$2.29M0.1%+34.6%0.023%
4/20/2026 25 LLC19,408$819K0.3%-3.5%0.008%
4/20/2026 Factor Wealth Management LTD59,616$2.52M0.5%-22.6%0.026%
4/20/2026 Live Oak Private Wealth LLC95,005$4.01M0.6%+62.5%0.041%
4/20/2026 Blue Trust Inc.2,572$109K0.0%N/A0.001%
4/20/2026 First PREMIER Bank41,185$1.74M0.4%+220.4%0.018%
4/20/2026 Aspen Capital Management LLC823,112$34.75M8.6%+9.9%0.357%
4/20/2026 Apella Capital LLC4,408,477$188.20M2.8%+69.3%1.912%
4/20/2026 Riverchase Wealth Management LLC394,689$16.66M8.7%+9.9%0.171%
4/18/2026 Vermillion Wealth Management Inc.493,452$20.83M8.2%-5.4%0.214%
4/18/2026 Great Waters Wealth Management3,471,448$146.57M15.5%+11.5%1.505%
4/17/2026 Krilogy Financial LLC612,486$26.05M0.8%+3.2%0.266%
4/17/2026 Worth Asset Management LLC39,587$1.67M0.6%N/A0.017%
4/17/2026 AdvisorNet Financial Inc140,443$5.93M0.3%+4.9%0.061%
4/17/2026 Stewardship Advisors LLC52,853$2.23M0.5%+4.9%0.023%
4/17/2026 BCO Wealth Management LLC516,253$21.80M13.1%+2.7%0.224%
4/16/2026 Ballast Rock Private Wealth LLC54,579$2.30M1.3%-1.3%0.024%
4/16/2026 Triad Wealth Partners LLC24,859$1.05M0.1%+75.7%0.011%
3/13/2026Lane Brothers & Co. Inc.5,796$247K0.2%N/A0.003%
3/13/2026 Demming Financial Services Corp ADV8,533$363K0.3%N/A0.004%
3/9/2026Corient Private Wealth LLC238,335$10.14M0.0%+14.9%0.111%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management15,118$643K0.5%N/A0.007%
3/4/2026 Pure Financial Advisors LLC997,489$42.45M0.6%+2.0%0.465%
3/2/2026 Amicus Financial Advisors LLC6,050$257K0.1%N/A0.003%
2/27/2026 Strategic Investment Solutions Inc. IL134,290$5.72M1.4%+1.8%0.063%
2/24/2026 TRU Independence Asset Management 2 LLC136,581$5.81M3.6%+1.1%0.064%
2/23/2026Forthright Family Wealth Advisory LLC9,021$384K0.2%-10.4%0.004%
2/23/2026Beaird Harris Wealth Management LLC3,223,364$137.19M9.5%+2.2%1.501%
2/19/2026Professional Financial Solutions LLC ADV50,287$2.14M2.0%N/A0.023%


DFCF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFCF shares?

During the previous two years, 516 institutional investors and hedge funds held shares of Dimensional Core Fixed Income ETF. The most heavily invested institutionals were Truepoint Inc. ($533.87M), Factory Mutual Insurance Co. ($194.06M), Apella Capital LLC ($188.20M), Petersen Hastings Wealth Advisors Inc. ($186.75M), Savant Capital LLC ($184.31M), True Link Financial Advisors LLC ($157.51M), and Elser Financial Planning Inc ($153.16M).Learn more on Dimensional Core Fixed Income ETF's institutional investors.

Which institutional investors have been buying Dimensional Core Fixed Income ETF's stock?

Of the 479 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), Elser Financial Planning Inc ($6.74M), Factory Mutual Insurance Co. ($4.54M), Petersen Hastings Wealth Advisors Inc. ($4.39M), True Link Financial Advisors LLC ($3.70M), Apella Capital LLC ($3.22M), and Truepoint Inc. ($3.21M).

How much institutional buying is happening at Dimensional Core Fixed Income ETF?

Institutional investors have bought a total of 69,007,235 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.

Which of Dimensional Core Fixed Income ETF's major shareholders have been selling company stock?

Of the 174 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), Baker Avenue Asset Management LP ($1.93M), Dynamic Advisor Solutions LLC ($796.55K), Rise Advisors LLC ($633.86K), Sax Wealth Advisors LLC ($573.42K), Commonwealth Equity Services LLC ($493.24K), and Corient Private Wealth LLC ($442.35K).

How much institutional selling is happening at Dimensional Core Fixed Income ETF?

Institutional investors have sold a total of 12,221,199 shares in the last 24 months. This volume of shares sold represents approximately $518.56M in transactions.



This page (NYSEARCA:DFCF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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