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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$41.31 +0.14 (+0.34%)
(As of 12/20/2024 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$300.70M
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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
12/17/2024 Hiley Hunt Wealth Management499,521$21.57M12.4%+4.3%0.430%
12/9/2024 Forthright Family Wealth Advisory LLC9,865$419K0.3%-15.2%0.008%
12/2/2024 Beaird Harris Wealth Management LLC2,896,132$125.08M10.9%+4.2%2.490%
11/25/2024 Wilmington Savings Fund Society FSB1,483$64K0.0%N/A0.001%
11/19/2024 Invst LLC14,030$606K0.1%+36.6%0.012%
11/15/2024 Glass Jacobson Investment Advisors llc36,199$1.56M0.5%+29.3%0.031%
11/15/2024 Orion Portfolio Solutions LLC58,118$2.51M0.1%-3.2%0.050%
11/15/2024 Jane Street Group LLC499,750$21.58M0.0%-35.1%0.430%
11/15/2024 Kovitz Investment Group Partners LLC43,730$1.89M0.0%N/A0.038%
11/15/2024 Stifel Financial Corp92,400$3.99M0.0%-24.5%0.079%
11/15/2024 SageView Advisory Group LLC171,914$7.43M0.4%+3.6%0.148%
11/15/2024 Integrated Wealth Concepts LLC398,665$17.22M0.2%+1.7%0.343%
11/15/2024 HighTower Advisors LLC1,358,205$58.66M0.1%+2.6%1.168%
11/15/2024 Hilltop Holdings Inc.28,803$1.24M0.1%-24.7%0.025%
11/14/2024 Acropolis Investment Management LLC96,972$4.19M0.2%-1.9%0.083%
11/14/2024 Flow Traders U.S. LLC19,356$836K0.0%-30.5%0.017%
11/14/2024 CreativeOne Wealth LLC90,857$3.92M0.1%+1,353.5%0.078%
11/13/2024 Freedom Investment Management Inc.7,710$333K0.0%+3.5%0.007%
11/13/2024 D.A. Davidson & CO.24,312$1.05M0.0%-11.5%0.021%
11/13/2024 Acorn Wealth Advisors LLC189,028$8.16M3.5%+21.4%0.163%
11/12/2024 Wealth Dimensions Group Ltd.100,386$4.34M1.1%+305.5%0.086%
11/12/2024 Family Capital Management Inc.26,552$1.15M0.7%+12.7%0.023%
11/12/2024 Truepoint Inc.10,483,426$452.78M12.2%+2.1%9.014%
11/12/2024 Canopy Partners LLC38,474$1.66M0.7%+20.1%0.033%
11/12/2024 CFS Investment Advisory Services LLC437,450$18.89M1.6%-0.6%0.376%
11/12/2024 Concorde Asset Management LLC6,415$277K0.2%-14.9%0.006%
11/12/2024 RW Investment Management LLC1,035,969$44.74M5.6%+4.9%0.891%
11/8/2024 EverSource Wealth Advisors LLC34,103$1.47M0.1%+5.3%0.029%
11/8/2024 Yardley Wealth Management LLC222,913$9.63M5.7%N/A0.192%
11/7/2024 Pathstone Holdings LLC1,677,054$72.43M0.3%-0.8%1.442%
11/7/2024 Phillips Financial Management LLC1,021,144$44.10M3.4%+41.7%0.878%
11/7/2024 Essential Planning LLC.192,546$8.32M3.4%-2.4%0.166%
11/6/2024 Spinnaker Investment Group LLC398,162$17.20M4.2%-16.6%0.342%
11/6/2024 SRS Capital Advisors Inc.670,490$28.96M2.6%+1.6%0.577%
11/6/2024 Heritage Investment Group Inc.64,623$2.79M0.5%+7.0%0.056%
11/6/2024 Signature Estate & Investment Advisors LLC16,374$707K0.0%+212.9%0.014%
11/6/2024 OneDigital Investment Advisors LLC2,429,125$104.91M1.2%+5.3%2.089%
11/6/2024 Main Street Financial Solutions LLC11,767$508K0.0%N/A0.010%
11/5/2024 Aptus Capital Advisors LLC36,968$1.60M0.0%N/A0.032%
11/5/2024 Apollon Wealth Management LLC11,958$516K0.0%-4.4%0.010%
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11/5/2024 Vestia Personal Wealth Advisors37,647$1.62M1.3%+16.6%0.032%
11/5/2024 Northwest Wealth Management LLC94,545$4.08M1.0%+0.9%0.081%
11/4/2024 TRU Independence Asset Management 2 LLC228,409$9.87M8.3%N/A0.196%
11/4/2024 Mitchell Mcleod Pugh & Williams Inc.10,070$435K0.1%+23.7%0.009%
11/4/2024 Baker Avenue Asset Management LP1,861,887$80.42M2.5%+3.3%1.601%
11/4/2024 Liberty Wealth Management LLC304,428$13.15M2.2%-65.9%0.262%
11/4/2024 FMB Wealth Management5,601$242K0.1%N/A0.005%
11/4/2024 Sigma Planning Corp12,705$549K0.0%+3.3%0.011%
11/1/2024 Tillman Hartley LLC468,752$20.25M6.0%+23.1%0.403%
11/1/2024 Rather & Kittrell Inc.859,022$37.10M9.1%+10.9%0.739%
11/1/2024 Assetmark Inc.664,501$28.70M0.1%-2.1%0.571%
11/1/2024 Washington Trust Advisors Inc.14,316$618K0.1%+2.4%0.012%
11/1/2024 Triune Financial Partners LLC21,913$946K0.3%N/A0.019%
11/1/2024 Physician Wealth Solutions Inc.473,284$19.87M9.7%+132.1%0.407%
11/1/2024 Aspire Wealth Management Corp779$34K0.0%-72.8%0.001%
10/30/2024 Beacon Financial Advisory LLC13,194$570K0.2%-2.9%0.011%
10/30/2024 Arista Wealth Management LLC49,703$2.15M0.5%-3.2%0.043%
10/30/2024 Rational Advisors LLC461,475$19.93M1.9%-22.0%0.397%
10/29/2024 Pure Financial Advisors LLC835,535$36.09M0.9%+0.7%0.718%
10/29/2024 Chicago Partners Investment Group LLC315,100$13.26M0.4%+3.8%0.271%
10/29/2024 Creative Capital Management Investments LLC889,177$38.40M16.1%+13.3%0.765%
10/29/2024 Farther Finance Advisors LLC168,598$7.28M0.3%+168.4%0.145%
10/29/2024 Oceanside Advisors LLC20,811$899K0.7%+2.1%0.018%
10/28/2024 Austin Wealth Management LLC213,590$9.20M2.0%+3.6%0.184%
10/25/2024 JFS Wealth Advisors LLC20,305$877K0.1%N/A0.017%
10/25/2024 Diversify Wealth Management LLC285,937$12.03M1.1%-1.2%0.246%
10/25/2024 Fort Vancouver Investment Management LLC136,129$5.88M5.1%+162.6%0.117%
10/25/2024 Schulz Wealth LTD.20,883$902K0.7%+128.7%0.018%
10/25/2024 PBMares Wealth Management LLC481,497$20.80M4.3%+24.8%0.414%
10/25/2024 SC&H Financial Advisors Inc.71,563$3.09M0.7%+35.1%0.062%
10/24/2024 TCP Asset Management LLC46,796$2.02M0.5%+12.8%0.040%
10/24/2024 Concord Wealth Partners179,676$7.76M1.3%+11.0%0.154%
10/24/2024 Gemmer Asset Management LLC5,162$223K0.0%N/A0.004%
10/24/2024 J.W. Cole Advisors Inc.8,064$348K0.0%+10.9%0.007%
10/24/2024 Bay Harbor Wealth Management LLC112,363$4.85M1.6%+22.0%0.097%
10/24/2024 Modera Wealth Management LLC15,201$657K0.0%-6.5%0.013%
10/24/2024 Wealth Enhancement Advisory Services LLC281,840$12.17M0.0%-8.1%0.242%
10/24/2024 Arkadios Wealth Advisors54,491$2.35M0.1%-18.0%0.047%
10/23/2024 Allworth Financial LP1,297,097$56.02M0.3%+2.1%1.115%
10/23/2024 Strategic Investment Solutions Inc. IL117,245$5.06M1.5%+14.5%0.101%
10/23/2024 Silver Oak Securities Incorporated12,869$557K0.1%+158.9%0.011%
10/23/2024 Leading Edge Financial Planning LLC45,479$1.96M0.7%+20.6%0.039%
10/23/2024 Global Trust Asset Management LLC18,604$804K0.3%-12.1%0.016%
10/22/2024 BetterWealth LLC435,784$18.82M5.6%+7.5%0.375%
10/22/2024 Coston McIsaac & Partners5,714$246K0.1%+4.9%0.005%
10/22/2024 Ruedi Wealth Management Inc.242,003$10.45M3.6%-15.9%0.208%
10/22/2024 Plan Group Financial LLC119,598$5.17M2.7%+8.3%0.103%
10/22/2024 RCS Financial Planning LLC653,357$28.22M15.7%+6.0%0.562%
10/22/2024 Saxony Capital Management LLC37,639$1.63M1.5%+3.4%0.032%
10/22/2024 Private Advisor Group LLC81,684$3.53M0.0%+32.0%0.070%
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10/22/2024 Sequoia Financial Advisors LLC1,315,316$56.81M0.6%+26.8%1.131%
10/21/2024 Mattern Wealth Management LLC332,768$14.37M3.2%-40.4%0.286%
10/21/2024 Builder Investment Group Inc. ADV18,431$796K0.2%+11.4%0.016%
10/21/2024 Stewardship Advisors LLC35,670$1.54M0.4%N/A0.031%
10/21/2024 Eaton Cambridge Inc.5,744$248K0.1%+8.6%0.005%
10/21/2024 Asset Planning Corporation439,338$18.98M12.4%+60.2%0.378%
10/21/2024 Financial Symmetry Inc50,636$2.19M1.5%+39.4%0.044%
10/21/2024 Mills Wealth Advisors LLC43,501$1.88M1.3%-28.0%0.037%
10/19/2024One Degree Advisors Inc228,395$9.88M4.2%N/A0.196%
10/19/2024Midwest Heritage Bank FSB103,334$4.46M2.1%-4.7%0.089%
(Data available from 1/1/2016 forward)

DFCF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFCF shares?

During the previous two years, 317 institutional investors and hedge funds held shares of Dimensional Core Fixed Income ETF. The most heavily invested institutionals were Truepoint Inc. ($452.78M), HBK Sorce Advisory LLC ($318.15M), Elser Financial Planning Inc ($128.98M), Beaird Harris Wealth Management LLC ($125.08M), OneDigital Investment Advisors LLC ($104.91M), WPWealth LLP ($100.30M), and Great Waters Wealth Management ($89.86M).Learn more on DFCF's institutional investors.

Which institutional investors have been buying Dimensional Core Fixed Income ETF stock?

Of the 301 institutional investors that purchased Dimensional Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HBK Sorce Advisory LLC ($10.97M), Truepoint Inc. ($10.09M), Elser Financial Planning Inc ($3.10M), Beaird Harris Wealth Management LLC ($2.90M), WPWealth LLP ($2.17M), Great Waters Wealth Management ($2.08M), and DiNuzzo Private Wealth Inc. ($2.00M).

How much institutional buying is happening at Dimensional Core Fixed Income ETF?

Institutional investors have bought a total of 78,631,977 shares in the last 24 months. This purchase volume represents approximately $3.30B in transactions.

Which Dimensional Core Fixed Income ETF major shareholders have been selling company stock?

Of the 129 institutional investors that sold Dimensional Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HBK Sorce Advisory LLC ($3.31M), Financial Synergies Wealth Advisors Inc. ($1.09M), Pure Financial Advisors LLC ($1.09M), Vestmark Advisory Solutions Inc. ($996.38K), Jane Street Group LLC ($714.89K), Liberty Wealth Management LLC ($589.55K), and Forum Financial Management LP ($488.35K).

How much institutional selling is happening at Dimensional Core Fixed Income ETF?

Institutional investors have sold a total of 13,207,663 shares in the last 24 months. This volume of shares sold represents approximately $553.41M in transactions.



This page (NYSEARCA:DFCF) was last updated on 12/22/2024 by MarketBeat.com Staff
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