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Dimensional Core Fixed Income ETF (DFCF) Institutional Ownership

Dimensional Core Fixed Income ETF logo
$42.38 +0.31 (+0.74%)
Closing price 08/1/2025 04:10 PM Eastern
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$42.40 +0.02 (+0.04%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$382.94M
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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
8/1/2025Winebrenner Capital Management LLC136,570$5.77M4.7%+24.2%0.080%
8/1/2025SwitchPoint Financial Planning LLC39,870$1.69M1.4%+3.9%0.023%
8/1/2025Austin Private Wealth LLC44,000$1.86M0.1%+525.8%0.026%
8/1/2025Heritage Wealth Management Inc. Texas266,366$11.27M5.6%-1.8%0.157%
8/1/2025Liberty Wealth Management LLC351,836$14.87M2.3%+11.4%0.207%
8/1/2025Brookwood Investment Group LLC7,250$306K0.0%+10.7%0.004%
8/1/2025Red Lighthouse Investment Management LLC55,000$2.32M0.9%+96.4%0.032%
8/1/2025Ashton Thomas Private Wealth LLC20,080$849K0.0%+269.6%0.012%
8/1/2025Fort Vancouver Investment Management LLC153,815$6.50M4.4%-0.5%0.091%
8/1/2025Envestnet Asset Management Inc.559,361$23.64M0.0%-2.4%0.329%
7/31/2025 Core Wealth Management Inc.1,516,839$64.10M22.6%+6.7%0.893%
7/31/2025 Rational Advisors Inc.395,903$16.73M1.7%-3.7%0.233%
7/31/2025 City State Bank276,525$11.69M3.7%+3.0%0.163%
7/31/2025 Aspen Capital Management LLC683,067$28.87M8.1%+10.6%0.402%
7/31/2025 Focus Partners Advisor Solutions LLC288,803$12.21M0.2%+1.7%0.170%
7/31/2025 Curio Wealth LLC84,813$3.58M1.6%+47,018.3%0.050%
7/31/2025 Glass Jacobson Investment Advisors llc45,187$1.91M0.7%+13.8%0.027%
7/31/2025 Washington Trust Advisors Inc.17,019$719K0.1%+4.0%0.010%
7/31/2025 DDD Partners LLC10,480$443K0.0%N/A0.006%
7/31/2025 Opus Capital Group LLC680,036$28.74M3.4%-0.7%0.400%
7/30/2025 Forum Financial Management LP41,938$1.77M0.0%-1.1%0.025%
7/30/2025 Family Capital Management Inc.38,559$1.63M0.9%+8.3%0.023%
7/30/2025 Exencial Wealth Advisors LLC15,109$639K0.0%+2.2%0.009%
7/30/2025 Phillips Financial Management LLC2,037,414$86.10M6.2%+6.5%1.199%
7/30/2025 D.A. Davidson & CO.12,224$517K0.0%-24.5%0.007%
7/30/2025 Blume Capital Management Inc.429,738$18.16M3.7%-0.8%0.253%
7/30/2025 DecisionMap Wealth Management LLC87,301$3.69M2.5%-4.3%0.051%
7/30/2025 Divergent Planning LLC343,110$14.50M2.6%+7.2%0.202%
7/30/2025 Clune & Associates LTD.66,625$2.82M0.8%+23.2%0.039%
7/30/2025 Mills Wealth Advisors LLC30,286$1.28M0.6%-17.8%0.018%
7/30/2025 Drive Wealth Management LLC6,387$270K0.1%-24.7%0.004%
7/29/2025 Financial Symmetry Inc217,370$9.19M4.7%+4.0%0.128%
7/29/2025 Grunden Financial Advisory Inc.786,000$33.22M14.7%+0.7%0.462%
7/29/2025 Chicago Partners Investment Group LLC377,883$15.85M0.5%+5.3%0.222%
7/29/2025 Financial Synergies Wealth Advisors Inc.10,401$440K0.0%-3.5%0.006%
7/29/2025 Signature Estate & Investment Advisors LLC67,800$2.87M0.1%+6.8%0.040%
7/29/2025 Stratos Wealth Partners LTD.146,019$6.17M0.1%-5.9%0.086%
7/29/2025 AssuredPartners Investment Advisors LLC151,753$6.41M1.6%+0.9%0.089%
7/29/2025 Two West Capital Advisors LLC14,512$609K0.4%-10.9%0.009%
7/29/2025 Riverbend Wealth Management LLC13,964$590K0.4%+45.9%0.008%
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7/29/2025 Stratos Investment Management LLC1,474,842$62.33M2.9%+9.6%0.868%
7/29/2025 Master S Wealth Management Inc.325,910$13.77M6.4%+5.5%0.192%
7/29/2025 Graver Capital Management LLC237,617$10.04M8.9%+10.0%0.140%
7/29/2025 Werba Rubin Papier Wealth Management14,884$629K0.1%+100.5%0.009%
7/28/2025 RCS Financial Planning LLC399,256$16.87M8.4%-4.3%0.235%
7/28/2025 Verisail Partners LLC475,528$20.10M8.5%+0.8%0.280%
7/28/2025 Morris Financial Concepts Inc.38,699$1.64M0.6%-2.4%0.023%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.70,148$2.96M0.6%+89.5%0.041%
7/28/2025 Revolve Wealth Partners LLC406,639$17.19M2.2%+1,141.8%0.239%
7/25/2025 Envestnet Portfolio Solutions Inc.34,041$1.44M0.0%-10.9%0.020%
7/25/2025 Concord Asset Management LLC VA182,459$7.71M1.2%N/A0.107%
7/25/2025 Sequoia Financial Advisors LLC2,878,822$121.66M0.8%+36.2%1.694%
7/25/2025 Parker Financial LLC152,668$6.45M2.8%+9.4%0.090%
7/25/2025 Ruedi Wealth Management Inc.121,613$5.14M1.5%-14.0%0.072%
7/25/2025 Acorn Creek Capital LLC5,347$226K0.1%-15.6%0.003%
7/25/2025 Apollon Wealth Management LLC14,430$610K0.0%+41.9%0.008%
7/25/2025 Hemington Wealth Management2,451,980$103.62M15.0%+3.4%1.443%
7/25/2025 BCR Wealth Strategies LLC608,210$25.70M9.9%+5.4%0.358%
7/25/2025 One Degree Advisors Inc249,788$10.56M3.8%+5.7%0.147%
7/24/2025 Williams & Novak LLC50,653$2.14M1.8%+25.0%0.030%
7/24/2025 FinDec Wealth Services Inc.119,413$5.05M5.3%+6.8%0.070%
7/24/2025 rebel Financial LLC60,222$2.55M1.2%N/A0.035%
7/24/2025 Riverchase Wealth Management LLC334,287$14.13M9.0%+5.7%0.197%
7/24/2025 Vantage Point Financial LLC112,349$4.75M2.1%+4.8%0.066%
7/24/2025 IFP Advisors Inc35,726$1.51M0.0%+50.6%0.021%
7/24/2025 True Link Financial Advisors LLC2,823,753$119.33M8.2%N/A1.662%
7/24/2025 MSH Capital Advisors LLC18,442$779K0.2%-4.8%0.011%
7/24/2025 Wealth Advisors Northwest LLC69,216$2.93M1.5%+28.2%0.041%
7/23/2025 SpringVest Wealth Management LLC105,686$4.47M3.6%+2.4%0.062%
7/23/2025 Abel Hall LLC52,690$2.23M1.0%-2.8%0.031%
7/23/2025 Sax Wealth Advisors LLC367,532$15.53M0.9%-47.1%0.216%
7/23/2025 First Financial Group Corp93,363$3.95M3.9%+24.9%0.055%
7/23/2025 Canopy Partners LLC67,986$2.87M1.1%-10.3%0.040%
7/23/2025 Asset Planning Corporation647,115$27.35M14.6%+14.9%0.381%
7/23/2025 Next Level Wealth Planning LLC13,445$568K0.4%+68.4%0.008%
7/22/2025 DAVENPORT & Co LLC345,571$14.60M0.1%-16.1%0.203%
7/22/2025 David Wealth Management LLC161,032$6.81M5.1%+3.9%0.095%
7/22/2025 Yardley Wealth Management LLC241,427$10.20M5.6%+4.4%0.142%
7/22/2025 Gemmer Asset Management LLC7,968$337K0.0%+60.4%0.005%
7/22/2025 Simplicity Wealth LLC14,079$595K0.0%-88.6%0.008%
7/22/2025 Sutton Place Investors LLC180,979$7.65M4.6%-4.6%0.106%
7/22/2025 Wealthcare Advisory Partners LLC107,930$4.56M0.1%+8.1%0.064%
7/22/2025 Berger Financial Group Inc138,221$5.84M0.4%+35.5%0.081%
7/22/2025 Firethorn Wealth Partners LLC27,343$1.16M0.5%+2.1%0.016%
7/22/2025 USAdvisors Wealth Management LLC33,562$1.42M0.5%+8.4%0.020%
7/22/2025 Bay Harbor Wealth Management LLC138,994$5.87M1.7%+4.5%0.082%
7/22/2025 Vested Financial Planning LLC149,831$6.33M5.6%-7.3%0.088%
7/21/2025 Onyx Financial Advisors LLC33,799$1.43M0.7%-6.1%0.020%
7/21/2025 Keb Asset Management LLC10,764$455K0.1%N/A0.006%
7/21/2025 Creative Capital Management Investments LLC1,006,961$42.55M15.2%+2.9%0.593%
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7/21/2025 Verus Financial Partners Inc.43,109$1.82M0.2%+0.6%0.025%
7/21/2025 25 LLC12,820$542K0.2%+3.8%0.008%
7/18/2025 Ledgewood Wealth Advisors LLC262,633$11.10M7.0%-5.3%0.155%
7/18/2025 Pure Financial Advisors LLC916,731$38.74M0.7%+0.4%0.539%
7/18/2025 TruNorth Capital Management LLC506,461$21.40M4.8%+7.5%0.298%
7/18/2025 B.O.S.S. Retirement Advisors LLC17,220$728K0.2%-2.2%0.010%
7/18/2025 Client 1ST Advisory Group LLC339,422$14.34M5.2%-0.6%0.200%
7/18/2025 BCO Wealth Management LLC455,667$19.26M13.7%+5.6%0.268%
7/18/2025 Citrine Capital LLC139,767$5.91M3.1%+4.2%0.082%
7/18/2025 Arcadia Wealth Management LLC54,984$2.32M1.0%+6.1%0.032%
(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, 437 institutional investors and hedge funds held shares of Dimensional Core Fixed Income ETF. The most heavily invested institutionals were Essential Planning LLC. ($486.70M), Truepoint Inc. ($475.42M), Elser Financial Planning Inc ($153.16M), Beaird Harris Wealth Management LLC ($126.18M), Sequoia Financial Advisors LLC ($121.66M), True Link Financial Advisors LLC ($119.33M), and Factory Mutual Insurance Co. ($117.51M).Learn more on Dimensional Core Fixed Income ETF's institutional investors.

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

Of the 408 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. ($11.41M), Elser Financial Planning Inc ($6.74M), True Link Financial Advisors LLC ($2.82M), Factory Mutual Insurance Co. ($2.79M), Truepoint Inc. ($2.34M), Hemington Wealth Management ($2.27M), and DiNuzzo Private Wealth Inc. ($2.20M).

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

Institutional investors have bought a total of 64,771,670 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

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

Of the 158 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: Baker Avenue Asset Management LP ($1.93M), Jane Street Group LLC ($750.90K), Liberty Wealth Management LLC ($589.55K), Spinnaker Investment Group LLC ($459.83K), Sax Wealth Advisors LLC ($427.00K), Commonwealth Equity Services LLC ($278.53K), and RCS Financial Planning LLC ($264.87K).

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

Institutional investors have sold a total of 9,097,139 shares in the last 24 months. This volume of shares sold represents approximately $382.94M in transactions.



This page (NYSEARCA:DFCF) was last updated on 8/2/2025 by MarketBeat.com Staff
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