Skip to content

DFCF DIMENSIONAL ETF TRUST

Follow

CORE FIXE IN ETF (fund)

390 managers (393 13F filers) reported a position in DFCF shares at 2024-12-31, 3,552,421,707 shares in all. 29 filers opened a position and 11 filers sold out during the quarter.

Managers
390
13F filers
393
New
29
Added
201
Reduced
80
Sold out
11
Shares held by filers
3,552,421,707

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arkadios Wealth Advisors54,327$2.24M0.12%-16413F-HRTimeline
USAdvisors Wealth Management, LLC53,571$2.21M0.72%+3,30013F-HRTimeline
Pacific Asset Management, LLC53,013$2.19M2.06%13F-HRTimeline
Berger Financial Group, Inc52,013$2.15M0.15%new13F-HRTimeline
Creative Planningin group Creative Planning51,721$2.13M<0.01%+2,39813F-HRTimelineGroup
Arcadia Wealth Management, LLC51,088$2.11M1.07%+2,00513F-HRTimeline
Wealth Advisors Northwest LLC50,782$2.1M1.43%13F-HRTimeline
Arista Wealth Management, LLC49,703$2.05M0.49%013F-HRTimeline
Financial Connections Group, Inc.40,409$2.02M0.97%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP48,862$2.02M0.03%-17913F-HR/ATimelineGroup
Midwest Heritage Bank, FSB47,898$1.98M0.92%-55,43613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC46,264$1.91M0.19%+21,90813F-HRTimeline
Quantum Financial Advisors, LLC46,034$1.9M0.29%-57613F-HRTimeline
Factor Wealth Management LTD45,622$1.88M0.63%13F-HRTimeline
Forza Wealth Management, LLC45,450$1.88M0.85%+2,50013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS45,063$1.86M1.53%+7,41613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,168$1.82M0.05%+2,71313F-HRTimelineGroup
Stewardship Advisors, LLC43,942$1.81M0.5%+8,27213F-HRTimeline
Verus Financial Partners, Inc.43,622$1.78M0.2%+8,01613F-HRTimeline
Mills Wealth Advisors LLC41,973$1.73M0.99%-1,52813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.41,657$1.72M0.74%-3,08213F-HRTimeline
TAGStone Capital, Inc.40,781$1.68M0.83%+33813F-HRTimeline
Cetera Investment Advisers40,471$1.67M<0.01%+14,41113F-HRTimeline
Glass Jacobson Investment Advisors llc39,717$1.64M0.54%+3,51813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,223$1.58M0.02%-1,19613F-HRTimelineGroup
LexAurum Advisors, LLC37,340$1.54M0.31%-14,04313F-HRTimeline
Evanson Asset Management, LLC36,919$1.52M0.1%+1,79113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…36,529$1.51M0.08%+2,42613F-HRTimelineGroup
Wealthspire Advisors, LLC36,021$1.49M0.01%-10,23913F-HRTimeline
Millstone Evans Group, LLC35,929$1.48M1.01%13F-HRTimeline
Samalin Investment Counsel, LLC35,475$1.46M0.63%+38713F-HRTimeline
Onyx Financial Advisors, LLC34,984$1.44M0.79%+9,32113F-HRTimeline
Coston, McIsaac & Partners34,797$1.44M0.43%+29,08313F-HRTimeline
CIBC WORLD MARKETS CORP34,786$1.44M0.01%+1,62413F-HRTimeline
Shearwater Capital LLC34,377$1.42M0.96%-60913F-HRTimeline
Aveo Capital Partners, LLC33,585$1.39M0.15%-67713F-HRTimeline
Ariadne Wealth Management, LP32,356$1.35M0.62%+13,87013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP31,941$1.32M0.03%new13F-HRTimeline
Family Capital Management, Inc.30,769$1.27M0.77%+4,21713F-HRTimeline
RFG Advisory, LLC30,071$1.24M0.04%-11,68113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC29,896$1.23M0.61%-4,01213F-HRTimeline
GEN Financial Management, INC.29,682$1.22M0.8%13F-HRTimeline
Smartleaf Asset Management LLC28,714$1.19M0.12%+4,44813F-HRTimeline
Foster Group, Inc.28,720$1.19M0.05%-3,98213F-HRTimeline
Copperleaf Capital, LLC28,343$1.17M0.74%+6,95913F-HRTimeline
Simplicity Wealth,LLC27,272$1.13M0.23%-49213F-HRTimeline
ENTREWEALTH, LLC25,340$1.1M1.01%13F-HRTimeline
MSH Capital Advisors LLC26,120$1.08M0.34%-26,27713F-HRTimeline
SwitchPoint Financial Planning, LLC25,191$1.04M1%13F-HRTimeline
Van Hulzen Asset Management, LLC24,919$1.03M0.08%+9,49713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,601$974K<0.01%-14,36913F-HRTimeline
Wolfstich Capital, LLC22,815$942K0.83%13F-HRTimeline
D.A. DAVIDSON & CO.22,452$927K0.01%-1,86013F-HRTimeline
Cherry Tree Wealth Management, LLC22,306$921K0.23%+1,12213F-HRTimeline
Investment Advisory Group, LLC22,101$912K0.31%-20513F-HRTimeline
Main Street Financial Solutions, LLC21,645$893K0.09%+9,87813F-HRTimeline
Csenge Advisory Group21,462$886K0.05%+1,96913F-HRTimeline
IFP Advisors, Inc21,386$883K0.03%+2,04113F-HRTimeline
Elite Life Management LLC20,365$840K2.49%-3,51913F-HRTimeline
JFS WEALTH ADVISORS, LLC20,323$839K0.06%+1813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV20,262$836K0.23%+1,83113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,145$831K0.17%+10,07513F-HRTimeline
Two West Capital Advisors LLC19,877$820K0.7%-6,63613F-HRTimeline
LaSalle St. Investment Advisors, LLC19,891$820K0.25%+27713F-HRTimeline
AWM CAPITAL, LLC19,730$814K0.1%+12,03113F-HRTimeline
Oceanside Advisors LLC19,513$805K0.6%-1,29813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,038$786K<0.01%-480,71213F-HRTimelineGroup
Triune Financial Partners, LLC18,671$771K0.24%-3,24213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC18,039$744K0.21%-4,48813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,405$718K0.05%-11,39813F-HRTimelineGroup
PINNEY & SCOFIELD, INC.17,184$709K0.54%13F-HRTimeline
Invst, LLC16,657$687K0.08%+2,62713F-HRTimeline
Schulz Wealth, LTD.14,954$617K0.47%-5,92913F-HRTimeline
Beta Wealth Group, Inc.14,904$615K0.27%+1,84513F-HRTimeline
Patriot Financial Group Insurance Agenc…14,777$610K0.08%+7913F-HRTimeline
Penney Financial, LLC14,505$599K0.4%+1,67513F-HRTimeline
Washington Trust Advisors, Inc.14,316$591K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,204$586K0.44%+4513F-HRTimeline
Corus Family Wealth Advisors14,198$586K0.39%new13F-HRTimeline
Geometric Wealth Advisors14,181$585K0.11%+3,04513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,665$565K0.05%+79613F-HRTimeline
GEM Asset Management, LLC13,548$559K0.31%+57313F-HRTimeline
Beacon Financial Advisory LLC13,402$553K0.18%+20813F-HRTimeline
Sigma Planning Corp13,374$552K0.02%+66913F-HRTimeline
Kathleen S. Wright Associates Inc.13,199$545K0.23%+4,11913F-HRTimeline
Five Oceans Advisors12,684$523K0.24%+17613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC11,949$516K0.34%+3,23913F-HRTimeline
25 LLC11,969$494K0.21%+2,17313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,957$493K0.01%-113F-HRTimelineGroup
StrongBox Wealth, LLC11,220$463K0.2%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…11,050$456K0.06%-13,67313F-HRTimeline
POTENTIA WEALTH10,843$447K0.2%13F-HRTimeline
American Investment Services, Inc.10,769$444K0.08%-115,67913F-HR/ATimeline
Forthright Family Wealth Advisory LLC10,107$417K0.27%+24213F-HRTimeline
Blue Oak Capital, LLC9,605$396K0.24%13F-HRTimeline
Timonier Family Office, LTD.9,369$387K0.2%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust9,022$372K0.05%013F-HRTimeline
FARMERS TRUST CO9,000$371K0.07%013F-HRTimeline
Riverbend Wealth Management, LLC8,666$358K0.32%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,607$355K0.09%-1,77613F-HRTimeline
Waverly Advisors, LLC8,566$354K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,621$352K0.08%+21613F-HRTimeline
Keel Point, LLC8,295$342K0.03%+2413F-HRTimeline
Forum Private Client Group LLC8,055$332K0.15%+36213F-HRTimeline
J.W. COLE ADVISORS, INC.8,048$332K0.01%-1613F-HRTimeline
Geneos Wealth Management Inc.7,979$329K0.01%-5713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,957$328K0.01%new13F-HRTimeline
Aspire Private Capital, LLC7,795$322K0.08%+56913F-HRTimeline
Global Trust Asset Management, LLC7,782$321K0.12%-10,82213F-HRTimeline
Freedom Investment Management, Inc.7,717$318K0.03%+713F-HRTimeline
Foundation Wealth Management, LLC\PA7,532$311K0.15%13F-HRTimeline
Burton Enright Welch7,504$310K0.07%-1,74213F-HRTimeline
KM Capital Management Ltd.7,414$306K0.16%new13F-HRTimeline
Williams & Novak Wealth Management, LLC7,284$301K0.29%-2,73413F-HRTimeline
Next Level Wealth Planning, LLC7,216$298K0.23%13F-HRTimeline
Team Hewins, LLC7,210$298K0.12%-11,30213F-HR/ATimeline
Matisse Capital7,200$297K0.15%013F-HRTimeline
CWM, LLCin group CWM, LLC7,135$294K<0.01%+63313F-HRTimelineGroup
Ethos Financial Group, LLC7,088$293K0.04%+5413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,026$290K<0.01%-20013F-HRTimeline
Able Wealth Management LLC6,870$284K0.19%+1,38313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,790$280K0.14%+63513F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC6,709$277K0.14%new13F-HRTimeline
Saxony Capital Management, LLC6,665$275K0.24%-30,97413F-HRTimeline
MB Generational Wealth, LLC6,502$268K0.2%+13213F-HRTimeline
Aspen Wealth Management LLC6,438$266K0.08%-16,05013F-HRTimeline
Eaton-Cambridge Inc.6,434$266K0.12%+69013F-HRTimeline
Concorde Asset Management, LLC6,350$262K0.14%-6513F-HRTimeline
ACORN CREEK CAPITAL LLC6,343$262K0.13%+4213F-HRTimeline
Bay Capital Advisors, LLC6,342$262K0.21%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,156$254K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD6,083$251K0.15%-2,76913F-HRTimeline
LAM GROUP, INC.6,080$251K0.18%+1,07013F-HRTimeline
Keystone Financial Services5,914$244K0.09%new13F-HRTimeline
Planning Center, Inc.5,886$243K0.03%-30913F-HRTimeline
Axis Wealth Partners, LLC5,880$243K0.2%13F-HRTimeline
Plancorp, LLC5,732$237K0.01%new13F-HRTimeline
FMB WEALTH MANAGEMENT5,601$231K0.13%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,553$229K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC5,424$224K0.19%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,190$214K0.01%-4,53813F-HRTimeline
Live Oak Private Wealth LLC5,186$214K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.5,120$211K0.04%-3,71413F-HRTimeline
Archvest Wealth Advisors, Inc.5,071$209K0.15%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,060$209K<0.01%-513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,056$209K0.01%13F-HRTimelineGroup
Gemmer Asset Management LLC5,029$208K0.02%-13313F-HRTimeline
CW Advisors, LLC4,963$205K<0.01%new13F-HRTimeline
COMERICA BANK4,000$165K<0.01%+1,68513F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC3,803$157K0.01%013F-HRTimeline
Tortoise Investment Management, LLC3,294$136K0.01%+13413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,203$132K<0.01%new13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC3,149$130K0.07%-5113F-HRTimeline
Coppell Advisory Solutions LLC2,993$124K0.02%-13513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,911$120K<0.01%+95313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,826$117K<0.01%-60113F-HR/ATimelineGroup
TD Waterhouse Canada Inc.2,391$98.6K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,223$91.8K0.02%+1,34213F-HRTimeline
Global Retirement Partners, LLC2,215$91.4K<0.01%+14413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,027$83.7K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1,743$71.9K0.02%13F-HRTimeline
Qube Research & Technologies Ltd1,730$71.4K<0.01%-5,22513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,709$70.5K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC1,697$70K0.01%-66413F-HRTimeline
Medallion Wealth Advisors, LLC1,671$69K0.03%13F-HRTimeline
CVA Family Office, LLC1,620$66.9K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,483$61.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,136$46.9K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors853$35.2K0.01%-9413F-HRTimelineGroup
Nemes Rush Group LLC752$31K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN718$29.6K<0.01%-5,21713F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC670$27.7K0.02%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC631$26K<0.01%-8713F-HRTimeline
Clearstead Advisors, LLC564$23.3K<0.01%new13F-HRTimeline
Transce3nd, LLC469$19.4K0.01%13F-HRTimeline
10Elms LLP450$18.6K0.02%13F-HRTimeline
Orion Capital Management LLC335$13.8K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.219$9.04K<0.01%+12213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV150$6.19K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.100$4.13K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG93$3.84K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP92$3.8K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.60$2.48K<0.01%new13F-HRTimeline
MAI Capital Management59$2.45K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.28$1.16K<0.01%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC11$454<0.01%13F-HRTimeline
FMR LLCin group FMR LLC2$83<0.01%+113F-HRTimelineGroup
Valued Wealth Advisors LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Elser Financial Planning, Inc3,439,913,328$143M+3,439,883,55913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.