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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -6

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
True Link Financial Advisors, LLCNew Position+3.7M+$157.5B
Root Financial Partners, LLCNew Position+2.7M+$114.9B
Acropolis Investment Management, LLCIncreased+2.7M+$114.3B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+2.6M+$112.3B
Stratos Investment Management, LLCNew Position+1.9M+$81.6B
Vise Technologies, Inc.Increased+1.8M+$76.0B
Core Wealth Management, Inc.New Position+1.7M+$72.9B
Rather & Kittrell, Inc.New Position+1.5M+$62.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$53.0B
Creative Capital Management Investments LLCNew Position+1.2M+$52.7B
Grunden Financial Advisory, Inc.New Position+834K+$35.5B
GREAT OAK CAPITAL PARTNERS, LLCNew Position+764K+$32.5B
Aspen Capital Management, LLCNew Position+749K+$31.9B
Tassel Capital Management, Inc.New Position+659K+$28.1B
TruNorth Capital Management, LLCNew Position+609K+$25.9B

DFCF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
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
PRUDENTIAL FINANCIAL INCDecreased-969K-$43.8B
Binnacle Investments IncClosed Position-436K-$18.6B
Mariner, LLCDecreased-41K-$13.8B
CITADEL ADVISORS LLCDecreased-170K-$8.1B
Wolfstich Capital, LLCClosed Position-179K-$7.6B
Mach-1 Financial Group, LLCClosed Position-177K-$7.6B
INTEGRITY ALLIANCE, LLC.Decreased-163K-$7.0B
EverSource Wealth Advisors, LLCDecreased-15K-$6.1B
Strategic Investment Solutions, Inc. /ILClosed Position-132K-$5.6B
JANE STREET GROUP, LLCClosed Position-103K-$4.4B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-7K-$3.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Truepoint, Inc.12,543,839$533.9B12.01%Share
2PRUDENTIAL FINANCIAL INC9,457,165$402.0B0.49%Share
3FACTORY MUTUAL INSURANCE CO4,538,370$193.2B1.96%Share
4True Link Financial Advisors, LLC3,700,845$157.5B9.57%Share
5Beaird Harris Wealth Management, LLC3,223,364$137.2B9.45%Share
6OneDigital Investment Advisors LLC3,229,584$137.0B1.34%Share
7Great Waters Wealth Management3,114,229$132.5B14.58%Share
8Acropolis Investment Management, LLC2,883,234$122.7B5.52%Share
9Root Financial Partners, LLC2,700,637$114.9B5.87%Share
10PHILLIPS FINANCIAL MANAGEMENT, LLC2,638,266$112.3B7.24%Share
11Vise Technologies, Inc.2,458,323$104.0B2.04%Share
12DiNuzzo Private Wealth, Inc.2,443,342$104.0B11.31%Share
13WPWealth LLP1,986,920$84.6B13.24%Share
14Stratos Investment Management, LLC1,917,407$81.6B3.27%Share
15Core Wealth Management, Inc.1,713,920$72.9B22.72%Share
16Rather & Kittrell, Inc.1,473,372$62.7B10.10%Share
17COMMONWEALTH EQUITY SERVICES, LLC1,260,164$53.0B0.07%Share
18Creative Capital Management Investments LLC1,238,970$52.7B15.91%Share
19GeoWealth Management, LLC1,239,238$52.0B1.92%Share
20Strathmore Capital Advisors, Inc.1,125,248$47.0B15.41%Share
21Grunden Financial Advisory, Inc.834,031$35.5B13.87%Share
22GREAT OAK CAPITAL PARTNERS, LLC764,149$32.5B8.16%Share
23Aspen Capital Management, LLC748,994$31.9B7.89%Share
24ROYAL BANK OF CANADA747,261$31.0B0.01%Share
25HFM Investment Advisors, LLC717,629$30.5B11.94%Share
26RAYMOND JAMES FINANCIAL INC714,328$30.0B0.01%Share
27Hiley Hunt Wealth Management687,752$29.3B13.10%Share
28Tassel Capital Management, Inc.659,345$28.1B16.98%Share
29DecisionPoint Financial, LLC615,943$26.2B5.77%Share
30TruNorth Capital Management, LLC608,500$25.9B4.92%Share
31Leading Edge Financial Planning LLC602,731$25.7B5.85%Share
32Pioneer Wealth Management Group596,465$25.4B7.71%Share
33Krilogy Financial LLC593,348$25.3B0.86%Share
34ASSETMARK, INC569,122$24.2B0.05%Share
35Parkshore Wealth Management, Inc.566,442$24.1B9.05%Share
36SNS Financial Group, LLC558,044$23.8B2.05%Share
37Sterling Wealth Management, Inc.550,319$23.4B6.68%Share
38CONTINUUM WEALTH ADVISORS, LLC526,635$22.4B8.66%Share
39Vermillion Wealth Management, Inc.521,395$22.2B9.02%Share
40Physician Wealth Solutions Inc.511,410$21.8B9.23%Share
41Verisail Partners, LLC506,597$21.6B8.86%Share
42BCO Wealth Management LLC502,682$21.4B13.12%Share
43Alpha Financial Advisors, LLC496,255$21.1B6.46%Share
44JPMORGAN CHASE & CO504,157$21.0B0.00%Share
45Aurelius Family Office LLC458,826$19.6B8.41%Share
46Momentous Wealth Management, Inc.444,774$18.9B10.73%Share
47Note Advisors, LLC441,567$18.8B9.64%Share
48MOLLER WEALTH PARTNERS433,534$18.5B3.86%Share
49Babb Wealth Advisors LLC431,748$18.4B10.37%Share
50Revolve Wealth Partners, LLC425,300$18.1B2.13%Share

DFCF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025446$4.4T+234
Q3 2025212$3.2T-154
Q2 2025366$4.3T-29
Q1 2025395$3.8T+108
Q4 2024287$146.5T+110
Q3 2024177$214.9T+8
Q2 2024169$148.5T+11
Q1 2024158$119.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFCF (Dimensional - Core Fixed Income ETF). The largest holder is Truepoint, Inc. with $533.9B in shares. This quarter, 13 institutions opened new positions and 6 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 $533.9B in shares.

Is institutional ownership of DFCF increasing or decreasing?

This quarter, 13 institutions opened new positions in DFCF and 6 closed their positions.