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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
385
Total
Institutional Inflows
(last 12 months)
$2.45B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$295.66M
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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
10/13/2026Heffernan Advisory Inc.1,160,813$46.57M31.5%N/A0.410%
10/13/2026Sax Wealth Advisors LLC102,304$4.10M0.1%-32.8%0.036%
10/13/2026DWR Wealth Management LLC115,522$4.64M3.2%+35.0%0.041%
10/9/2026Williams & Novak Wealth Management LLC48,003$1.93M1.2%+30.5%0.017%
10/9/2026Graves Light Lenhart Wealth Inc.1,542,137$61.87M5.6%+11.6%0.541%
10/9/2026Bannerman Wealth Management Group LLC470,470$18.88M10.8%+5.1%0.165%
10/9/2026Acropolis Investment Management LLC4,323,310$173.45M7.0%N/A1.516%
10/8/2026Factor Wealth Management LTD19,412$779K0.1%-40.9%0.007%
10/8/2026Hiley Hunt Wealth Management801,411$32.15M12.5%+5.9%0.281%
10/8/2026Farther Finance Advisors LLC497,291$19.95M0.1%-7.5%0.174%
10/8/2026Apella Capital LLC5,086,367$204.37M2.6%+9.0%1.783%
10/8/2026Everhart Financial Group Inc.36,809$1.48M0.1%+276.5%0.013%
10/8/2026Winebrenner Capital Management LLC124,773$5.01M3.2%-7.8%0.044%
10/7/2026Venture Visionary Partners LLC8,471$340K0.0%+12.2%0.003%
10/7/2026Worth Asset Management LLC44,293$1.78M0.5%+25.2%0.016%
10/7/2026Great Waters Wealth Management4,243,092$170.23M15.3%+10.7%1.525%
10/6/2026Financial Symmetry Inc338,979$13.60M4.4%-3.5%0.122%
10/5/2026Collective Family Office LLC307,970$12.36M2.6%+8.3%0.111%
9/23/2026Envestnet Portfolio Solutions Inc.34,952$1.48M0.0%+14.0%0.013%
9/23/2026Envestnet Asset Management Inc.1,163,243$49.10M0.0%+23.2%0.422%
9/15/2026Cherry Tree Wealth Management LLC163,979$6.92M1.3%+93.5%0.063%
9/9/2026Sequoia Financial Advisors LLC380,842$16.08M0.1%-11.3%0.146%
9/9/2026Van Hulzen Asset Management LLC29,556$1.25M0.1%-11.3%0.011%
9/9/2026Gemmer Asset Management LLC11,581$489K0.0%+26.2%0.004%
9/9/2026Integrated Wealth Concepts LLC297,099$12.54M0.1%-5.0%0.114%
9/9/2026NewEdge Advisors LLC63,966$2.70M0.0%-2.1%0.025%
9/9/2026IFP Advisors Inc66,860$2.82M0.1%+12.1%0.026%
9/9/2026XY Planning Network Inc.345,812$14.60M1.8%+11.8%0.132%
9/8/2026Allworth Financial LP2,575,681$108.72M0.5%-20.9%0.987%
9/4/2026Parkside Financial Bank & Trust16,687$704K0.0%+3.3%0.006%
9/2/2026Citadel Advisors LLC1,109,928$46.85M0.0%+280.6%0.425%
8/27/2026Corient Private Wealth LP260,046$10.98M0.0%+10.4%0.100%
8/26/2026Schulz Wealth LTD.87,540$3.70M1.9%N/A0.034%
8/23/2026Guardian Wealth Advisors LLC NC131,809$5.56M0.3%+14.9%0.051%
8/23/2026Andrews Lucia Wealth Management LLC28,884$1.22M0.6%+7.9%0.011%
8/23/2026HB Wealth Management LLC360,320$15.21M0.1%+41.6%0.138%
8/23/2026Hutchens & Kramer Investment Management Group LLC44,778$1.89M0.5%-35.6%0.017%
8/23/2026Angeles Wealth Management LLC8,342$352K0.0%N/A0.003%
8/22/2026Beacon Hill Wealth Management LTD.246,146$10.39M7.2%N/A0.094%
8/22/2026SeedSafe Financial LLC250,299$10.57M7.5%N/A0.096%
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8/22/2026Montgomery Financial Services LLC3,388$143K0.1%N/A0.001%
8/22/2026Vested Financial Planning LLC177,825$7.51M5.0%+2.0%0.068%
8/22/2026Tassel Capital Management Inc.626,620$26.45M12.5%-7.6%0.240%
8/22/2026Concurrent Investment Advisors LLC25,102$1.06M0.0%+10.3%0.010%
8/21/2026Greenspring Advisors LLC109,030$4.60M0.3%+7.1%0.042%
8/21/2026Safeguard Investment Advisory Group LLC96,525$4.07M0.9%-7.2%0.037%
8/21/2026Live Oak Private Wealth LLC127,037$5.36M0.7%+33.7%0.049%
8/21/2026Beacon Financial Advisory LLC8,861$374K0.1%-4.6%0.003%
8/21/2026Acorn Wealth Advisors LLC157,839$6.66M1.5%+8.7%0.060%
7/10/2026JFS Wealth Advisors LLC21,513$908K0.0%+4.6%0.008%
7/10/2026DiNuzzo Private Wealth Inc.2,757,601$116.40M11.5%+9.4%1.071%
7/10/2026Canvas Wealth Advisors LLC15,289$645K0.1%N/A0.006%
7/10/2026Lam Group Inc.10,550$445K0.2%+36.3%0.004%
7/10/2026Torren Management LLC91,748$3.87M2.0%-64.4%0.036%
7/10/2026Spinnaker Investment Group LLC15,492$654K0.1%+41.8%0.006%
7/10/2026Redhawk Wealth Advisors Inc.10,425$440K0.0%-13.2%0.004%
7/10/2026Wealthcare Advisory Partners LLC70,615$2.98M0.1%+2.9%0.027%
7/9/2026Revolve Wealth Partners LLC442,818$18.69M1.9%+2.1%0.172%
7/9/2026DiPaolo Financial Group Inc.139,188$5.88M3.8%+5.0%0.054%
7/9/2026Wealthcare Capital Management LLC25,727$1.09M0.1%+23.1%0.010%
7/9/2026Great Waters Wealth Management3,833,555$161.81M15.0%+10.4%1.489%
7/9/2026Everhart Financial Group Inc.9,776$413K0.0%N/A0.004%
7/9/2026Sax Wealth Advisors LLC152,212$6.43M0.2%-21.8%0.059%
7/9/2026Ledgewood Wealth Advisors LLC235,302$9.93M5.3%-5.6%0.091%
7/9/2026Worth Asset Management LLC35,370$1.49M0.5%-10.7%0.014%
7/8/2026Beaird Harris Wealth Management LLC3,296,316$139.14M8.7%+2.1%1.263%
7/8/20263 Factor Indexing LLC166,912$7.05M6.0%+279.9%0.065%
7/8/2026Beacon Financial Strategies CORP8,784$371K0.2%+5.8%0.003%
7/8/2026Quantum Financial Advisors LLC35,847$1.51M0.1%-1.7%0.014%
7/8/2026Williams & Novak LLC36,785$1.55M1.0%+5.3%0.014%
7/8/2026Strategic Investment Solutions Inc. IL128,058$5.40M1.2%-2.3%0.050%
7/8/2026Factor Wealth Management LTD32,847$1.39M0.2%-44.9%0.013%
7/8/2026DWR Wealth Management LLC85,562$3.63M2.7%+22.6%0.033%
7/8/2026Bannerman Wealth Management Group LLC447,697$18.90M11.0%+14.5%0.174%
7/8/2026Apella Capital LLC4,667,514$196.08M2.8%+5.9%1.813%
7/8/2026Clark Asset Management LLC5,207$220K0.0%N/A0.002%
7/8/2026Evanson Financial LLC52,838$2.23M0.1%N/A0.021%
7/7/2026Pioneer Wealth Management Group663,083$27.99M6.8%+4.7%0.258%
7/7/2026Dynamic Advisor Solutions LLC735,680$31.05M0.9%-0.4%0.286%
7/7/2026Graves Light Lenhart Wealth Inc.1,382,349$58.35M5.4%+7.3%0.537%
7/7/2026CGN Advisors LLC172,063$7.26M0.5%+1.8%0.067%
7/7/2026Hiley Hunt Wealth Management757,059$31.96M12.6%+5.4%0.294%
7/2/2026Collective Family Office LLC284,278$12.00M2.5%+5.4%0.112%
7/2/2026 CX Institutional1,774$75K0.0%N/A0.001%
6/24/2026Optimus 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%
5/27/2026Security Financial Services INC.5,078$214K0.0%N/A0.002%
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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%
5/14/2026CLG LLC167,303$7.06M1.8%+12.9%0.072%


DFCF Institutional Ownership - Frequently Asked Questions

During the previous two years, 528 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 ($204.37M), Factory Mutual Insurance Co. ($194.06M), Petersen Hastings Wealth Advisors Inc. ($186.75M), Savant Capital LLC ($184.31M), Acropolis Investment Management LLC ($173.45M), and Great Waters Wealth Management ($170.23M).Learn more on Dimensional Core Fixed Income ETF's institutional investors.

Of the 482 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), Acropolis Investment Management LLC ($7.11M), Petersen Hastings Wealth Advisors Inc. ($4.39M), True Link Financial Advisors LLC ($3.70M), Elser Financial Planning Inc ($3.63M), Apella Capital LLC ($3.46M), and Factory Mutual Insurance Co. ($2.93M).

Institutional investors have bought a total of 57,928,075 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

Of the 121 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 ($2.50M), Dynamic Advisor Solutions LLC ($799.83K), Allworth Financial LP ($681.75K), Master S Wealth Management Inc. ($310.12K), Sax Wealth Advisors LLC ($265.23K), Integrated Wealth Concepts LLC ($226.33K), and Vestmark Advisory Solutions Inc. ($205.63K).

Institutional investors have sold a total of 6,948,711 shares in the last 24 months. This volume of shares sold represents approximately $295.66M in transactions.



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 10/13/2026. New 13F filings are added each quarter as they're published.
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