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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$41.41 +0.14 (+0.34%)
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)
240
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$295.90M
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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
1/21/2025Alpha Financial Advisors LLC313,518$12.94M5.9%+92.5%0.270%
1/21/2025Stewardship Advisors LLC43,942$1.81M0.5%+23.2%0.038%
1/21/2025B.O.S.S. Retirement Advisors LLC18,039$744K0.2%-19.9%0.016%
1/21/2025CFS Investment Advisory Services LLC447,790$18.48M1.7%+2.4%0.385%
1/21/2025SJS Investment Consulting Inc.201,077$8.30M1.4%-2.8%0.173%
1/21/2025Dynamic Advisor Solutions LLC1,445,944$59.67M2.6%+3.5%1.243%
1/21/2025Firethorn Wealth Partners LLC29,896$1.23M0.6%-11.8%0.026%
1/21/2025LexAurum Advisors LLC37,340$1.54M0.3%-27.3%0.032%
1/21/2025RFG Advisory LLC30,071$1.24M0.0%-28.0%0.026%
1/21/2025Heritage Wealth Management Inc. Texas260,808$10.76M6.3%+4.1%0.224%
1/17/2025 Spinnaker Investment Group LLC356,334$14.71M3.5%-10.5%0.306%
1/17/2025 Market Street Wealth Management Advisors LLC1,125,563$46.45M7.8%+3.7%0.968%
1/17/2025 Global Trust Asset Management LLC7,782$321K0.1%-58.2%0.007%
1/17/2025 Aspire Private Capital LLC7,795$322K0.1%+7.9%0.007%
1/17/2025 Great Waters Wealth Management2,481,510$102.41M13.1%+19.3%2.134%
1/16/2025 Lam Group Inc.6,080$251K0.2%+21.4%0.005%
1/16/2025 Pure Financial Advisors LLC913,919$37.72M0.9%+9.4%0.786%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.20,145$831K0.2%+100.0%0.017%
1/16/2025 Onyx Financial Advisors LLC34,984$1.44M0.8%+36.3%0.030%
1/16/2025 Divergent Planning LLC295,813$12.09M4.1%+1.3%0.254%
1/16/2025 Diversify Wealth Management LLC279,994$11.44M0.9%-2.1%0.241%
1/16/2025 Evanson Asset Management LLC36,919$1.52M0.1%+5.1%0.032%
1/16/2025 Client 1ST Advisory Group LLC354,168$14.62M5.6%N/A0.305%
1/15/2025 TCP Asset Management LLC54,391$2.25M0.5%+16.2%0.047%
1/15/2025 Krilogy Financial LLC436,491$18.01M1.2%+13.6%0.375%
1/15/2025 CGN Advisors LLC137,339$5.67M0.6%+2.0%0.118%
1/15/2025 Helen Stephens Group LLC6,438$266K0.1%-71.4%0.006%
1/15/2025 25 LLC11,969$494K0.2%+22.2%0.010%
1/15/2025 Sax Wealth Advisors LLC767,947$31.69M2.5%-3.3%0.660%
1/15/2025 Andrews Lucia Wealth Management LLC11,949$516K0.3%+37.2%0.010%
1/15/2025 Wealthcare Advisory Partners LLC44,168$1.82M0.1%+6.5%0.038%
1/15/2025 Wealthcare Capital Management LLC46,264$1.91M0.2%+89.9%0.040%
1/15/2025 Great Oak Capital Partners LLC619,091$25.25M8.4%+9.7%0.532%
1/15/2025 Ullmann Wealth Partners Group LLC886,300$36.58M4.7%+5.4%0.762%
1/14/2025 StrongBox Wealth LLC11,220$463K0.2%N/A0.010%
1/14/2025 Builder Investment Group Inc. ADV20,262$836K0.2%+9.9%0.017%
1/14/2025 ERn Financial LLC222,697$9.19M1.4%+2.7%0.191%
1/14/2025 Apella Capital LLC1,909,521$78.81M3.0%+17.3%1.642%
1/14/2025 Acropolis Investment Management LLC199,989$8.25M0.5%+106.2%0.172%
1/14/2025 Park Avenue Securities LLC207,656$8.57M0.1%+3.3%0.179%
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1/14/2025 Quantum Financial Advisors LLC46,034$1.90M0.3%-1.2%0.040%
1/14/2025 Graves Light Lenhart Wealth Inc.533,627$22.02M2.7%+19.0%0.459%
1/13/2025 AdvisorNet Financial Inc68,248$2.82M0.2%+49.7%0.059%
1/13/2025 Forza Wealth Management LLC45,450$1.88M0.9%+5.8%0.039%
1/13/2025 New Capital Management LP241,087$9.95M2.9%-0.1%0.207%
1/13/2025 HFG Wealth Management LLC101,326$4.38M2.8%+3.0%0.087%
1/13/2025 City State Bank229,052$9.45M3.3%+30.8%0.197%
1/8/2025 Shearwater Capital LLC34,377$1.42M1.0%-1.7%0.030%
1/8/2025 Collective Family Office LLC217,743$8.99M2.5%+0.7%0.187%
1/7/2025 Strathmore Capital Advisors Inc.505,584$20.87M15.2%N/A0.435%
1/7/2025 Rise Advisors LLC583,897$24.10M11.6%+10.7%0.502%
1/7/2025 Moller Wealth Partners343,108$14.16M3.7%+2.3%0.295%
1/6/2025 Kings Path Partners LLC235,400$9.72M4.1%+6.7%0.202%
1/6/2025 Hiley Hunt Wealth Management539,867$22.28M12.4%+8.1%0.464%
12/31/2024Penney Financial LLC12,830$554K0.4%+14.4%0.011%
12/26/2024JPMorgan Chase & Co.365,286$15.78M0.0%+5.8%0.314%
12/17/2024 Hiley Hunt Wealth Management499,521$21.57M12.4%+4.3%0.430%
12/9/2024Forthright Family Wealth Advisory LLC9,865$419K0.3%-15.2%0.008%
12/2/2024Beaird Harris Wealth Management LLC2,896,132$125.08M10.9%+4.2%2.490%
11/25/2024Wilmington Savings Fund Society FSB1,483$64K0.0%N/A0.001%
11/19/2024Invst LLC14,030$606K0.1%+36.6%0.012%
11/15/2024Glass Jacobson Investment Advisors llc36,199$1.56M0.5%+29.3%0.031%
11/15/2024Orion Portfolio Solutions LLC58,118$2.51M0.1%-3.2%0.050%
11/15/2024Jane Street Group LLC499,750$21.58M0.0%-35.1%0.430%
11/15/2024Kovitz Investment Group Partners LLC43,730$1.89M0.0%N/A0.038%
11/15/2024Stifel Financial Corp92,400$3.99M0.0%-24.5%0.079%
11/15/2024SageView Advisory Group LLC171,914$7.43M0.4%+3.6%0.148%
11/15/2024Integrated Wealth Concepts LLC398,665$17.22M0.2%+1.7%0.343%
11/15/2024HighTower Advisors LLC1,358,205$58.66M0.1%+2.6%1.168%
11/15/2024Hilltop 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%
11/14/2024Flow Traders U.S. LLC19,356$836K0.0%-30.5%0.017%
11/14/2024CreativeOne Wealth LLC90,857$3.92M0.1%+1,353.5%0.078%
11/13/2024Freedom Investment Management Inc.7,710$333K0.0%+3.5%0.007%
11/13/2024D.A. Davidson & CO.24,312$1.05M0.0%-11.5%0.021%
11/13/2024Acorn Wealth Advisors LLC189,028$8.16M3.5%+21.4%0.163%
11/12/2024Wealth Dimensions Group Ltd.100,386$4.34M1.1%+305.5%0.086%
11/12/2024Family Capital Management Inc.26,552$1.15M0.7%+12.7%0.023%
11/12/2024Truepoint Inc.10,483,426$452.78M12.2%+2.1%9.014%
11/12/2024Canopy Partners LLC38,474$1.66M0.7%+20.1%0.033%
11/12/2024CFS Investment Advisory Services LLC437,450$18.89M1.6%-0.6%0.376%
11/12/2024Concorde Asset Management LLC6,415$277K0.2%-14.9%0.006%
11/12/2024RW Investment Management LLC1,035,969$44.74M5.6%+4.9%0.891%
11/8/2024EverSource Wealth Advisors LLC34,103$1.47M0.1%+5.3%0.029%
11/8/2024Yardley Wealth Management LLC222,913$9.63M5.7%N/A0.192%
11/7/2024Pathstone Holdings LLC1,677,054$72.43M0.3%-0.8%1.442%
11/7/2024Phillips Financial Management LLC1,021,144$44.10M3.4%+41.7%0.878%
11/7/2024Essential 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%
11/6/2024SRS Capital Advisors Inc.670,490$28.96M2.6%+1.6%0.577%
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11/6/2024Heritage Investment Group Inc.64,623$2.79M0.5%+7.0%0.056%
11/6/2024Signature Estate & Investment Advisors LLC16,374$707K0.0%+212.9%0.014%
11/6/2024OneDigital Investment Advisors LLC2,429,125$104.91M1.2%+5.3%2.089%
11/6/2024Main Street Financial Solutions LLC11,767$508K0.0%N/A0.010%
11/5/2024Aptus Capital Advisors LLC36,968$1.60M0.0%N/A0.032%
11/5/2024Apollon Wealth Management LLC11,958$516K0.0%-4.4%0.010%
11/5/2024Vestia Personal Wealth Advisors37,647$1.62M1.3%+16.6%0.032%
11/5/2024Northwest Wealth Management LLC94,545$4.08M1.0%+0.9%0.081%
11/4/2024TRU 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%
(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, 319 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), Great Waters Wealth Management ($102.41M), and WPWealth LLP ($100.30M).Learn more on DFCF's institutional investors.

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

Of the 302 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), Great Waters Wealth Management ($2.48M), WPWealth LLP ($2.17M), 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 79,820,408 shares in the last 24 months. This purchase volume represents approximately $3.35B in transactions.

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

Of the 133 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), Vestmark Advisory Solutions Inc. ($996.38K), Jane Street Group LLC ($714.89K), Liberty Wealth Management LLC ($589.55K), Forum Financial Management LP ($488.35K), and Sequoia Financial Advisors LLC ($340.87K).

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

Institutional investors have sold a total of 12,190,431 shares in the last 24 months. This volume of shares sold represents approximately $511.14M in transactions.



This page (NYSEARCA:DFCF) was last updated on 1/21/2025 by MarketBeat.com Staff
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