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Disclosery

DFCF DIMENSIONAL ETF TRUST

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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
Essential Planning, LLC.11,557,175$487M3.17%+11,364,62913F-HRTimeline
Truepoint, Inc.11,119,995$459M12.28%+636,56913F-HRTimeline
Beaird Harris Wealth Management, LLC2,966,163$122M10.57%+70,03113F-HRTimeline
WPWealth LLP2,774,923$115M23.4%+112,73613F-HRTimeline
OneDigital Investment Advisors LLC2,634,017$109M1.26%+204,89213F-HRTimeline
Great Waters Wealth Management2,481,510$102M13.14%+400,84313F-HRTimeline
DiNuzzo Private Wealth, Inc.2,185,499$90.2M11.42%+182,60613F-HRTimeline
Baker Avenue Asset Management, LP1,943,387$80.2M2.46%+81,50013F-HRTimeline
Apella Capital, LLC1,909,521$78.8M3.02%+281,11913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,732,734$71.5M0.1%+142,20413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,668,820$68.9M5.42%+647,67613F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,611,770$66.5M0.72%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,486,708$61.4M0.27%-190,34613F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,445,944$59.7M2.58%+48,23213F-HRTimeline
HighTower Advisors, LLC1,420,548$58.6M0.08%+62,34313F-HRTimeline
Sequoia Financial Advisors, LLC1,405,908$58M0.56%+90,59213F-HR/ATimeline
Allworth Financial LP1,387,217$57.3M0.32%+90,12013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,367,110$56.4M+401,035Timeline
Savant Capital, LLCin group Savant Capital, LLC1,336,233$55.1M0.43%+401,88213F-HRTimelineGroup
LPL Financial LLC1,257,504$51.9M0.02%+19,65713F-HRTimeline
Core Wealth Management, Inc.1,208,441$49.9M19.49%-141,13113F-HRTimeline
GeoWealth Management, LLC1,189,925$49.1M1.61%+1,085,17913F-HRTimeline
HBK Sorce Advisory LLC1,173,705$48.4M1.46%-152,20213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,125,563$46.5M7.8%+40,44213F-HRTimeline
Root Financial Partners, LLC1,059,408$43.7M5.42%+212,54113F-HRTimeline
RW Investment Management LLC1,045,109$43.1M5.26%+9,14013F-HRTimeline
Rather & Kittrell, Inc.999,547$41.3M9.7%+140,52513F-HRTimeline
Creative Capital Management Investments…925,849$38.2M15.98%+36,67213F-HRTimeline
Pure Financial Advisors, LLC913,919$37.7M0.86%+78,38413F-HRTimeline
Ullmann Wealth Partners Group, LLC886,300$36.6M4.72%+45,21013F-HRTimeline
Betterment LLC846,193$34.9M0.08%+88,21113F-HRTimeline
Annandale Capital, LLC806,715$33.3M6.59%-9,45513F-HRTimeline
Hemington Wealth Management802,799$33.1M8.33%+116,66713F-HRTimeline
SAX WEALTH ADVISORS, LLC767,947$31.7M2.48%-26,58213F-HRTimeline
Grunden Financial Advisory, Inc.761,147$31.4M15.17%+48,25113F-HRTimeline
Arax Advisory Partners714,888$29.5M1.86%+44,39813F-HRTimeline
Opus Capital Group, LLC681,444$28.1M3.57%+49,67313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC657,571$27.1M0.07%-6,93013F-HRTimelineGroup
Beacon Pointe Advisors, LLC619,277$25.6M0.28%+17,44313F-HRTimeline
PBMares Wealth Management LLC613,377$25.3M5.17%+131,88013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC619,091$25.3M8.44%+54,71413F-HRTimeline
Rise Advisors, LLC583,897$24.1M11.59%+56,58213F-HRTimeline
BCR Wealth Strategies, LLC569,051$23.5M10.98%+47,80813F-HRTimeline
ASSET PLANNING CORPORATION552,173$22.8M14.27%+112,83513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding549,562$22.7M+10,943Timeline
DecisionPoint Financial, LLC543,309$22.4M6.85%+34,82313F-HRTimeline
Hiley Hunt Wealth Management539,867$22.3M12.36%+40,34613F-HRTimeline
Graves Light Lenhart Wealth, Inc.533,627$22M2.74%+85,11813F-HRTimeline
Tillman Hartley LLC518,161$21.4M6.14%+49,40913F-HRTimeline
Strathmore Capital Advisors, Inc.505,584$20.9M15.18%13F-HRTimeline
Integrated Wealth Concepts LLC492,167$20.3M0.24%+93,50213F-HRTimeline
AE Wealth Management LLC481,949$19.9M0.17%+37,88313F-HRTimeline
Physician Wealth Solutions Inc.479,889$19.8M9.92%+6,60513F-HRTimeline
Verisail Partners, LLC457,577$18.9M8.84%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP456,175$18.8M0.03%+20,42413F-HRTimelineGroup
RATIONAL ADVISORS, INC.451,024$18.6M1.82%-10,45113F-HRTimeline
Leading Edge Financial Planning LLC450,681$18.6M6.1%+405,20213F-HRTimeline
CFS Investment Advisory Services, LLC447,790$18.5M1.66%+10,34013F-HRTimeline
TruNorth Capital Management, LLC437,087$18M4.93%new13F-HRTimeline
Krilogy Financial LLC436,491$18M1.2%+52,16313F-HRTimeline
Vermillion Wealth Management, Inc.430,085$17.7M9.09%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO426,879$17.6M<0.01%+61,59313F-HRTimelineGroup
RCS Financial Planning, LLC406,482$16.8M8.93%-246,87513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA405,458$16.7M<0.01%+68,61413F-HRTimelineGroup
Aurelius Family Office LLC398,613$16.5M8.3%13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC395,038$16.3M13.48%13F-HRTimeline
BCO Wealth Management LLC387,129$16M13.29%13F-HRTimeline
DAVENPORT & Co LLC367,854$15.2M0.09%+29,85213F-HRTimeline
Spinnaker Investment Group, LLC356,334$14.7M3.55%-41,82813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC354,168$14.6M5.62%+14,06113F-HRTimeline
Mattern Wealth Management LLC345,173$14.2M3.14%+12,40513F-HRTimeline
MOLLER WEALTH PARTNERS343,108$14.2M3.72%+7,70713F-HRTimeline
Chicago Partners Investment Group LLC325,345$13.4M0.44%+10,24513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC322,645$13.3M2.22%+18,21713F-HRTimeline
Alpha Financial Advisors, LLC313,518$12.9M5.86%+150,65513F-HRTimeline
Momentous Wealth Management, Inc.305,758$12.6M10.46%13F-HRTimeline
Blume Capital Management, Inc.304,330$12.6M2.82%+80,63013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC302,639$12.5M6.32%+18,29113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.300,397$12.4M6.62%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC299,909$12.4M9.26%13F-HRTimeline
Divergent Planning, LLC295,813$12.1M4.13%+3,87413F-HRTimeline
Babb Wealth Advisors LLC292,278$12.1M9.72%13F-HRTimeline
Daner Wealth Management, LLC288,845$12M8.8%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding284,244$11.7M-10,222Timeline
Ledgewood Wealth Advisors, LLC282,357$11.7M7.52%+63613F-HRTimeline
Parkshore Wealth Management, Inc.281,095$11.6M6.98%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …279,994$11.4M0.89%-5,94313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…275,070$11.4M0.02%-6,77013F-HR/ATimeline
DRAVO BAY LLC262,281$10.8M5.25%+14,28413F-HRTimeline
Heritage Wealth Management, Inc./Texas260,808$10.8M6.34%+10,16813F-HRTimeline
Yardley Wealth Management LLC258,410$10.7M5.21%+35,49713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.259,187$10.7M3.44%+11,95513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP253,985$10.5M0.02%+35,58713F-HRTimelineGroup
Tassel Capital Management, Inc.249,981$10.3M9.15%13F-HRTimeline
Summit X, LLC247,121$10.2M2.26%+76,89713F-HRTimeline
New Capital Management LP241,087$9.95M2.91%-27413F-HRTimeline
Austin Wealth Management, LLC241,086$9.95M2.06%+27,49613F-HRTimeline
Kings Path Partners LLC235,400$9.71M4.15%+14,80013F-HRTimeline
Vestmark Advisory Solutions, Inc.235,347$9.71M0.33%+5,83313F-HRTimeline
One Degree Advisors Inc233,305$9.7M3.94%+4,91013F-HRTimeline
Meredith Wealth Planning231,404$9.55M4.26%+23,10113F-HRTimeline
City State Bank229,052$9.45M3.33%+53,89213F-HRTimeline
ERn Financial, LLC222,697$9.19M1.38%+5,83913F-HRTimeline
Modera Wealth Management, LLC221,270$9.13M0.11%+206,06913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC217,743$8.99M2.47%+1,47213F-HRTimeline
Sterling Wealth Management, Inc.211,681$8.74M3.23%+39,09913F-HRTimeline
United Wealth Management, LLC211,113$8.71M2.94%13F-HRTimeline
FinDec Wealth Services, Inc.210,827$8.7M6.04%-8,84113F-HRTimeline
XY Planning Network, Inc.210,654$8.69M6.53%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC207,656$8.57M0.09%+6,58813F-HRTimelineGroup
Graver Capital Management, LLC206,511$8.52M8.91%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners205,909$8.5M1.39%+26,23313F-HRTimelineGroup
SJS Investment Consulting Inc.201,077$8.3M1.43%-5,76113F-HRTimeline
Cambridge Investment Research Advisors,…200,738$8.28M0.03%+15,86913F-HRTimeline
Acropolis Investment Management, LLC199,989$8.25M0.49%+103,01713F-HRTimeline
WMS Partners, LLC199,812$8.25M0.46%-7,79313F-HRTimeline
ArborFi Advisors, LLC194,976$8.05M8.08%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …194,783$8.04M0.65%+14,08913F-HR/ATimeline
SUTTON PLACE INVESTORS LLC190,724$7.87M4.56%+1,28513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC186,241$7.69M0.01%+57,84413F-HRTimelineGroup
BCU Wealth Advisors, LLC185,075$7.64M4.36%+5,79513F-HRTimeline
Financial Symmetry Inc184,420$7.61M5.16%+133,78413F-HRTimeline
Bluespring Wealth Management, LLC183,238$7.56M0.78%+101,50813F-HRTimeline
Hippocratic Financial Advisors, LLC181,009$7.47M5.19%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,774$7.46M<0.01%13F-HR/ATimelineGroup
SageOak Financial, LLC180,687$7.46M6.81%13F-HRTimeline
BWM Planning, LLC178,923$7.38M3.21%+28,75113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/178,486$7.37M<0.01%+23,79313F-HRTimelineGroup
SageView Advisory Group, LLC176,214$7.27M0.31%+4,30013F-HRTimeline
NewEdge Advisors, LLC174,789$7.21M0.04%+8,57313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC173,627$7.17M5.97%-54,78213F-HRTimeline
Acorn Wealth Advisors, LLC167,098$6.9M2.85%-21,93013F-HRTimeline
Wealth Dimensions Group, Ltd.166,379$6.87M1.68%+65,99313F-HRTimeline
WEALTHSPAN PARTNERS, LLC163,280$6.74M3.22%+2,07113F-HRTimeline
Vested Financial Planning, LLC161,514$6.67M6.31%13F-HRTimeline
Ruedi Wealth Management, Inc.160,196$6.61M2.09%-81,80713F-HRTimeline
Strategic Investment Solutions, Inc. /IL157,400$6.54M2.19%+40,15513F-HRTimeline
Parkworth Wealth Management, Inc.157,258$6.49M5.4%13F-HRTimeline
Heritage Investment Group, Inc.155,944$6.44M1.2%+91,32113F-HRTimeline
David Wealth Management LLC155,760$6.43M5.31%13F-HRTimeline
Note Advisors, LLC154,151$6.36M5.63%13F-HRTimeline
AssuredPartners Investment Advisors, LLC149,510$6.17M1.2%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,233$5.95M0.01%+5,80513F-HR/ATimelineGroup
Fort Vancouver Investment Management, L…141,458$5.84M4.95%+5,32913F-HRTimeline
Financial Engines Advisors L.L.C.141,259$5.83M0.01%new13F-HRTimeline
CGN Advisors LLC137,339$5.67M0.55%+2,72313F-HRTimeline
Herold Advisors, Inc.135,551$5.59M1.22%+13,57813F-HRTimeline
Citrine Capital LLC135,165$5.58M4.11%13F-HRTimeline
PFG Advisors135,061$5.57M0.34%+7,01313F-HRTimeline
Hutchens & Kramer Investment Management…132,537$5.47M2.97%-20,25913F-HRTimeline
Sterling Wealth Advisors Inc132,244$5.46M4.28%13F-HRTimeline
Bay Harbor Wealth Management, LLC129,942$5.36M1.74%+17,57913F-HRTimeline
Parker Financial LLC125,018$5.12M2.52%+28,23913F-HRTimeline
Sowell Financial Services LLC123,248$5.09M0.27%+20813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC122,615$5.06M0.16%+31,75813F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC122,480$5.05M1.39%+3,48913F-HRTimeline
Plan Group Financial, LLC122,115$5.04M2.66%+2,51713F-HRTimeline
CURIO WEALTH, LLC116,392$4.8M2.58%13F-HRTimeline
LVZ, Inc.115,282$4.76M0.61%+24,28213F-HRTimeline
Applied Capital LLC113,073$4.67M2.4%+4,95013F-HRTimeline
Mariner, LLCin group Mariner, LLC111,301$4.59M0.01%+9,14113F-HRTimelineGroup
HFG Wealth Management, LLC101,326$4.38M2.84%+2,98213F-HRTimeline
Farther Finance Advisors, LLC102,930$4.25M0.15%-65,66813F-HRTimeline
Vermillion & White Wealth Management Gr…102,376$4.23M3.11%+9,75013F-HRTimeline
Hill Investment Group Partners, LLC98,355$4.06M0.54%013F-HRTimeline
Vantage Point Financial LLC98,161$4.05M2.18%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC97,862$4.04M0.86%+3,31713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…97,660$4.03M0.09%+20,18913F-HRTimelineGroup
SpringVest Wealth Management LLC97,051$4.01M3.43%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC96,598$3.99M3.07%13F-HRTimeline
CLG LLC94,914$3.92M1.4%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,824$3.83M<0.01%+42413F-HRTimelineGroup
SC&H Financial Advisors, Inc.91,900$3.79M0.78%+20,33713F-HRTimeline
Porter White Investment Advisors, Inc.89,536$3.7M1.87%+3,46713F-HRTimeline
DecisionMap Wealth Management, LLC89,068$3.68M2.91%13F-HRTimeline
OLD MISSION CAPITAL LLC88,542$3.65M0.09%+81,84313F-HRTimeline
Steward Partners Investment Advisory, L…84,656$3.49M0.03%-4,25213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82,536$3.41M0.08%-23,41213F-HRTimelineGroup
Canopy Partners, LLC81,301$3.36M1.28%+42,82713F-HRTimeline
Navigoe, LLC78,816$3.25M3.17%13F-HRTimeline
Crown Wealth Group, LLC75,606$3.12M1.27%-54,49013F-HRTimeline
Arcadia Wealth Management, Inc.74,926$3.09M2.63%13F-HRTimeline
Orion Porfolio Solutions, LLC73,998$3.05M0.03%+15,88013F-HRTimeline
Orion Portfolio Solutions, LLC73,998$3.05M0.03%+15,88013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…73,760$3.04M0.75%+3,47813F-HRTimeline
Aptus Capital Advisors, LLC73,546$3.04M0.04%+36,57813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC73,531$3.03M0.24%new13F-HRTimeline
IFG Advisory, LLC72,627$3M0.17%+32,30213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,386$2.99M0.02%+10,25313F-HRTimelineGroup
Burk Holdings LLC71,953$2.97M2.4%13F-HRTimeline
Abel Hall, LLC71,479$2.95M1.88%+52,91913F-HRTimeline
First Financial Group Corp71,049$2.93M3.24%13F-HRTimeline
NorthCoast Asset Management LLC68,405$2.82M0.01%+24,67513F-HR/ATimeline
Private Advisor Group, LLC68,320$2.82M0.02%-13,36413F-HRTimeline
AdvisorNet Financial, Inc68,248$2.82M0.24%+22,65613F-HRTimeline
Aegis Wealth Management LLC62,349$2.57M1.74%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…62,187$2.57M0.06%+45,81313F-HRTimelineGroup
Hoxton Planning & Management, LLC58,495$2.41M0.92%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…55,000$2.27M0.9%013F-HRTimeline
TCP Asset Management, LLC54,391$2.24M0.5%+7,59513F-HRTimeline