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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$41.40 +0.04 (+0.10%)
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)
387
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$299.04M
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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
9/2/2026 Citadel Advisors LLC1,109,928$46.85M0.0%+280.6%0.425%
8/27/2026 Corient Private Wealth LP260,046$10.98M0.0%+10.4%0.100%
8/26/2026 Schulz Wealth LTD.87,540$3.70M1.9%N/A0.034%
8/23/2026 Guardian Wealth Advisors LLC NC131,809$5.56M0.3%+14.9%0.051%
8/23/2026 Andrews Lucia Wealth Management LLC28,884$1.22M0.6%+7.9%0.011%
8/23/2026 HB Wealth Management LLC360,320$15.21M0.1%+41.6%0.138%
8/23/2026 Hutchens & Kramer Investment Management Group LLC44,778$1.89M0.5%-35.6%0.017%
8/23/2026 Angeles Wealth Management LLC8,342$352K0.0%N/A0.003%
8/22/2026 Beacon Hill Wealth Management LTD.246,146$10.39M7.2%N/A0.094%
8/22/2026 SeedSafe Financial LLC250,299$10.57M7.5%N/A0.096%
8/22/2026 Montgomery Financial Services LLC3,388$143K0.1%N/A0.001%
8/22/2026 Vested Financial Planning LLC177,825$7.51M5.0%+2.0%0.068%
8/22/2026 Tassel Capital Management Inc.626,620$26.45M12.5%-7.6%0.240%
8/22/2026 Concurrent Investment Advisors LLC25,102$1.06M0.0%+10.3%0.010%
8/21/2026 Greenspring Advisors LLC109,030$4.60M0.3%+7.1%0.042%
8/21/2026 Safeguard Investment Advisory Group LLC96,525$4.07M0.9%-7.2%0.037%
8/21/2026 Live Oak Private Wealth LLC127,037$5.36M0.7%+33.7%0.049%
8/21/2026 Beacon Financial Advisory LLC8,861$374K0.1%-4.6%0.003%
8/21/2026 Acorn Wealth Advisors LLC157,839$6.66M1.5%+8.7%0.060%
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%1.263%
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%
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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%
6/1/2026 Caerus Investment Advisors LLC4,885$206K0.1%N/A0.002%
6/1/2026 Concorde Asset Management LLC5,071$214K0.1%-11.1%0.002%
6/1/2026 Keel Point LLC8,465$357K0.0%+8.0%0.004%
5/27/2026 Security Financial Services INC.5,078$214K0.0%N/A0.002%
5/19/2026 Western Wealth Management LLC2,316$98K0.0%N/A0.001%
5/19/2026 Ariadne Wealth Management LP19,519$824K0.4%-1.7%0.008%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada789,783$33.35M0.0%-0.5%0.339%
5/18/2026 Estate Counselors LLC205,869$8.69M0.8%N/A0.088%
5/15/2026 Waverly 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%
5/14/2026 Sei 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%
5/13/2026 Daner 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%
5/4/2026 Vantage 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%
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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%


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 481 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 51,502,438 shares in the last 24 months. This purchase volume represents approximately $2.19B 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 ($2.45M), Dynamic Advisor Solutions LLC ($799.83K), Rise Advisors LLC ($633.86K), Master S Wealth Management Inc. ($310.12K), Corient Private Wealth LLC ($221.18K), Sax Wealth Advisors LLC ($215.32K), and Integrated Wealth Concepts LLC ($210.77K).

Institutional investors have sold a total of 7,013,601 shares in the last 24 months. This volume of shares sold represents approximately $299.04M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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