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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$42.19 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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)
$2.68B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$399.18M
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Skip Chart & View Institutional Buying and Selling Data

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
7/2/2026 Collective Family Office LLC284,278$12.00M2.5%+5.4%0.112%
7/2/2026 CX Institutional1,774$75K0.0%N/A0.001%
6/24/2026Optimus 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%
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%
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%
5/7/2026Eaton 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%
5/6/2026Independent 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%
5/2/2026Navigate 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%
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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%
5/1/2026Sequoia Financial Advisors LLC429,342$18.13M0.1%-12.1%0.185%
4/30/2026Torren 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%
4/30/2026Integrity 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%
4/30/2026CFS 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%
4/28/2026LVZ Inc.177,221$7.48M0.9%+16.6%0.076%
4/28/2026Berger Financial Group Inc245,435$10.36M0.6%+22.0%0.106%
4/27/2026Arcadia 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%
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%
4/27/2026Heffernan 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%
4/25/2026Physician 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%
4/24/2026Root Financial Partners LLC3,247,685$137.12M6.3%+20.3%1.408%
4/24/2026Keb Asset Management LLC26,696$1.13M0.2%+10.2%0.012%
4/24/2026Tcfg Wealth Management LLC5,207$220K0.1%+8.0%0.002%
4/24/2026DeLarme Wealth Management Inc.259,828$10.97M7.1%+26.8%0.113%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.74,293$3.14M0.5%-9.3%0.032%
4/24/2026Johnson Wealth Management LLC317,934$13.42M6.5%+5.4%0.138%
4/23/2026Graver Capital Management LLC302,175$12.76M9.7%+11.1%0.131%
4/23/2026Master S Wealth Management Inc.34,910$1.47M0.5%-14.4%0.015%
4/23/2026SJS Investment Consulting Inc.192,203$8.12M1.0%+0.2%0.083%
4/23/2026Forum Financial Management LP125,416$5.30M0.1%-14.7%0.054%
4/23/2026Guardian Wealth Management LLC403,625$17.04M5.2%+9.9%0.175%
4/23/2026TRU Independence Asset Management 2 LLC141,458$5.97M3.7%+3.6%0.061%
4/23/2026Coston McIsaac & Partners225,368$9.52M2.1%+23.6%0.098%
4/23/2026Riverbend Wealth Management LLC22,187$937K0.5%+6.7%0.010%
4/22/2026First Financial Group Corp186,853$7.89M6.4%+77.0%0.081%
4/22/2026Bay Capital Advisors LLC5,326$225K0.1%-20.3%0.002%
4/22/2026LifeSteps Financial Inc.6,877$290K0.2%N/A0.003%
4/22/2026Hartmann Taylor Wealth Management LLC57,957$2.45M1.6%+7.8%0.025%
4/22/2026Aspire Private Capital LLC10,945$462K0.1%+9.4%0.005%
4/22/2026Patriot Financial Group Insurance Agency LLC13,524$571K0.0%+100.0%0.006%
4/22/2026Lam Group Inc.7,740$327K0.2%-9.5%0.003%
4/22/2026Foundry Financial LLC220,753$9.32M3.9%+44.3%0.096%
4/22/2026Citrine Capital LLC163,972$6.92M3.0%+3.3%0.071%
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4/22/2026Creative Capital Management Investments LLC1,374,891$58.05M16.7%+11.0%0.596%
4/22/2026Tassel Capital Management Inc.678,253$28.64M15.6%+2.9%0.294%
4/21/2026Next Level Wealth Planning LLC33,644$1.42M0.7%+50.2%0.015%
4/21/2026RCS Financial Planning LLC412,228$17.40M9.0%+2.2%0.179%
4/21/2026Parker Financial LLC174,578$7.36M2.9%+9.7%0.076%
4/21/2026Topsail Wealth Management LLC1,927$81K0.0%N/A0.001%
4/21/2026AA Financial Advisors LLC206,004$8.70M1.2%N/A0.089%
4/21/2026BCU Wealth Advisors LLC265,022$11.19M4.2%+4.7%0.115%
4/21/2026Verus Financial Partners Inc.42,168$1.79M0.2%-1.0%0.018%
4/21/2026Hoxton Planning & Management LLC25,307$1.07M0.3%-18.7%0.011%


DFCF Institutional Ownership - Frequently Asked Questions

During the previous two years, 522 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.

Of the 484 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 Savant Capital LLC ($2.81M).

Institutional investors have bought a total of 62,980,674 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Of the 163 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 ($796.55K), Rise Advisors LLC ($633.86K), Sax Wealth Advisors LLC ($500.68K), Corient Private Wealth LLC ($442.35K), Jane Street Group LLC ($328.90K), and Master S Wealth Management Inc. ($310.12K).

Institutional investors have sold a total of 9,382,652 shares in the last 24 months. This volume of shares sold represents approximately $399.18M in transactions.


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This page (NYSEARCA:DFCF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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