Who Owns Dimensional - Core Fixed Income ETF (DFCF)?Hedge Fund & Institutional Holders

$42.30-0.07 (-0.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.338654020001932e+256T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$40.79$41.48$42.17$42.86$43.55Aug 24Jun 25Mar 26

DFCF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Petersen Hastings Wealth Advisors Inc.New Position+4.4M+$186.7M
Savant Capital, LLCNew Position+4.3M+$184.0M
True Link Financial Advisors, LLCNew Position+3.7M+$157.5M
Root Financial Partners, LLCNew Position+2.7M+$114.9M
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+2.6M+$112.3M
Apella Capital, LLCNew Position+2.6M+$110.8M
Stratos Investment Management, LLCNew Position+1.9M+$81.6M
Core Wealth Management, Inc.New Position+1.7M+$72.9M
Rather & Kittrell, Inc.New Position+1.5M+$62.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$53.0M
Creative Capital Management Investments LLCNew Position+1.2M+$52.7M
HEFFERNAN ADVISORY, INCNew Position+1.2M+$49.0M
Pure Financial Advisors, LLCNew Position+997K+$42.5M
Ullmann Wealth Partners Group, LLCNew Position+876K+$37.5M
Grunden Financial Advisory, Inc.New Position+834K+$35.5M

DFCF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PRUDENTIAL FINANCIAL INCDecreased-969K-$445.4B
Dynamic Advisor Solutions LLCDecreased-797K-$65.5B
RW Investment Management LLCClosed Position-1.2M-$49.7B
LPL Financial LLCDecreased-5K-$46.7B
HBK Sorce Advisory LLCDecreased-41K-$44.8B
ASSETMARK, INCDecreased-14K-$24.9B
INTEGRITY ALLIANCE, LLC.Decreased-163K-$23.7B
Blume Capital Management, Inc.Decreased-18K-$19.0B
MOLLER WEALTH PARTNERSDecreased-4K-$18.7B
Binnacle Investments IncClosed Position-436K-$18.6B
Focus Partners Advisor Solutions, LLCDecreased-145K-$16.8B
RATIONAL ADVISORS, INC.Decreased-18K-$16.6B
Divergent Planning, LLCDecreased-29K-$14.5B
Mariner, LLCDecreased-41K-$13.8B
CITADEL ADVISORS LLCDecreased-170K-$11.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Truepoint, Inc.12,543,839$533.9M12.01%Share
2PRUDENTIAL FINANCIAL INC9,457,165$402.0M0.49%Share
3FACTORY MUTUAL INSURANCE CO4,538,370$193.2M1.96%Share
4Petersen Hastings Wealth Advisors Inc.4,387,901$186.7M17.93%Share
5Savant Capital, LLC4,330,640$184.0M1.05%Share
6True Link Financial Advisors, LLC3,700,845$157.5M9.57%Share
7Beacon Pointe Advisors, LLC3,439,520$146.0M1.02%Share
8Beaird Harris Wealth Management, LLC3,223,364$137.2M9.45%Share
9OneDigital Investment Advisors LLC3,229,584$137.0M1.34%Share
10Great Waters Wealth Management3,114,229$132.5M14.58%Share
11Acropolis Investment Management, LLC2,883,234$122.7M5.52%Share
12Root Financial Partners, LLC2,700,637$114.9M5.87%Share
13PHILLIPS FINANCIAL MANAGEMENT, LLC2,638,266$112.3M7.24%Share
14Apella Capital, LLC2,604,385$110.8M2.19%Share
15Vise Technologies, Inc.2,458,323$104.0M2.04%Share
16DiNuzzo Private Wealth, Inc.2,443,342$104.0M11.31%Share
17WPWealth LLP1,986,920$84.6M13.24%Share
18Stratos Investment Management, LLC1,917,407$81.6M3.27%Share
19Allworth Financial LP1,878,153$79.9M0.33%Share
20Core Wealth Management, Inc.1,713,920$72.9M22.72%Share
21HighTower Advisors, LLC1,689,226$71.0M0.08%Share
22MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1,482,893$63.1M9.81%Share
23Rather & Kittrell, Inc.1,473,372$62.7M10.10%Share
24Pathstone Holdings, LLC1,334,798$56.0M0.22%Share
25COMMONWEALTH EQUITY SERVICES, LLC1,260,164$53.0M0.07%Share
26Creative Capital Management Investments LLC1,238,970$52.7M15.91%Share
27GeoWealth Management, LLC1,239,238$52.0M1.92%Share
28Betterment LLC1,179,477$50.2M0.10%Share
29Graves Light Lenhart Wealth, Inc.1,159,475$49.3M5.23%Share
30HEFFERNAN ADVISORY, INC1,152,171$49.0M46.94%Share
31Strathmore Capital Advisors, Inc.1,125,248$47.0M15.41%Share
32LPL Financial LLC1,089,632$46.0M0.01%Share
33HBK Sorce Advisory LLC1,005,708$43.0M0.99%Share
34Pure Financial Advisors, LLC997,489$42.5M0.68%Share
35Ullmann Wealth Partners Group, LLC876,022$37.5M3.90%Share
36Grunden Financial Advisory, Inc.834,031$35.5M13.87%Share
37Tencap Wealth Coaching, LLC766,501$32.7M12.36%Share
38GREAT OAK CAPITAL PARTNERS, LLC764,149$32.5M8.16%Share
39Aspen Capital Management, LLC748,994$31.9M7.89%Share
40Opus Capital Group, LLC737,053$31.4M3.40%Share
41Dynamic Advisor Solutions LLC735,907$31.3M1.00%Share
42ROYAL BANK OF CANADA747,261$31.0M0.01%Share
43HFM Investment Advisors, LLC717,629$30.5M11.94%Share
44RAYMOND JAMES FINANCIAL INC714,328$30.0M0.01%Share
45Hiley Hunt Wealth Management687,752$29.3M13.10%Share
46BCR Wealth Strategies, LLC681,575$29.0M9.62%Share
47LIBERTY WEALTH MANAGEMENT LLC663,250$28.2M3.64%Share
48Ferguson Johnson Wealth Management Inc661,532$28.2M23.41%Share
49Tassel Capital Management, Inc.659,345$28.1M16.98%Share
50ENVESTNET ASSET MANAGEMENT INC653,596$27.0M0.01%Share

DFCF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025446$6.5B+234
Q3 2025212$3.4T-154
Q2 2025366$4.6T-29
Q1 2025395$4.1T+108
Q4 2024287$443.8T+110
Q3 2024177$1380.6T+8
Q2 2024169$1422.3T+11
Q1 2024158$1249.3T—

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As of Q4 2025, 50 institutional investors hold DFCF (Dimensional - Core Fixed Income ETF). The largest holder is Truepoint, Inc. with $533.9M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFCF?

As of Q4 2025, 50 institutional investors report holding DFCF (Dimensional - Core Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DFCF?

The largest institutional holder of DFCF is Truepoint, Inc. with $533.9M in shares.

Is institutional ownership of DFCF increasing or decreasing?

This quarter, 15 institutions opened new positions in DFCF and 2 closed their positions.