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Disclosery

DFCF DIMENSIONAL ETF TRUST

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CORE FIXE IN ETF (fund)

402 managers (405 13F filers) reported a position in DFCF shares at 2025-03-31, 108,731,631 shares in all. 29 filers opened a position and 20 filers sold out during the quarter.

Managers
402
13F filers
405
New
29
Added
222
Reduced
115
Sold out
20
Shares held by filers
108,731,631

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Truepoint, Inc.11,303,338$475M12.9%+183,34313F-HRTimeline
Beaird Harris Wealth Management, LLC2,999,957$126M10.72%+33,79413F-HRTimeline
WPWealth LLP2,821,454$119M23.43%+46,53113F-HRTimeline
FACTORY MUTUAL INSURANCE CO2,793,770$118M1.36%+1,182,00013F-HRTimeline
OneDigital Investment Advisors LLC2,686,620$113M1.34%+52,60313F-HRTimeline
Great Waters Wealth Management2,428,912$102M14.17%-52,59813F-HRTimeline
Hemington Wealth Management2,372,465$99.8M15.48%+1,569,66613F-HRTimeline
DiNuzzo Private Wealth, Inc.2,195,812$92.4M11.63%+10,31313F-HRTimeline
Sequoia Financial Advisors, LLC2,113,677$88.9M0.69%+707,76913F-HRTimeline
Apella Capital, LLC2,040,511$85M2.92%+130,99013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,913,355$80.5M6.22%+244,53513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,877,210$79M0.67%+540,97713F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding1,501,345$63.1M+134,235Timeline
HighTower Advisors, LLC1,490,272$62.7M0.09%+69,72413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,481,182$62.3M0.27%-5,52613F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,469,863$61.8M2.04%+23,91913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,454,208$61.2M0.09%-278,52613F-HRTimeline
Core Wealth Management, Inc.1,421,585$59.8M22.95%+213,14413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,333,299$56.1M9.53%+207,73613F-HRTimeline
Allworth Financial LP1,335,973$55.6M0.31%-51,24413F-HRTimeline
Root Financial Partners, LLC1,233,190$51.9M5.53%+173,78213F-HRTimeline
GeoWealth Management, LLC1,215,266$51.1M2.05%+25,34113F-HRTimeline
HBK Sorce Advisory LLC1,107,233$46.6M1.37%-66,47213F-HRTimeline
LPL Financial LLC1,090,443$45.9M0.02%-167,06113F-HRTimeline
RW Investment Management LLC1,079,413$45.4M5.58%+34,30413F-HRTimeline
Rather & Kittrell, Inc.1,076,310$45.3M9.82%+76,76313F-HRTimeline
Creative Capital Management Investments…978,473$41.2M15.89%+52,62413F-HRTimeline
Betterment LLC918,774$38.6M0.09%+72,58113F-HRTimeline
Pure Financial Advisors, LLC913,267$38.4M0.8%-65213F-HRTimeline
Ullmann Wealth Partners Group, LLC887,068$37.3M4.96%+76813F-HRTimeline
PBMares Wealth Management LLC868,580$36.5M7.31%+255,20313F-HRTimeline
Annandale Capital, LLC817,373$34.4M6.44%+10,65813F-HRTimeline
Grunden Financial Advisory, Inc.780,569$32.8M15.95%+19,42213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA721,189$30.3M0.01%+315,73113F-HR/ATimelineGroup
HFM Investment Advisors, LLC699,815$29.4M14.27%13F-HRTimeline
SAX WEALTH ADVISORS, LLC695,210$29.2M2.09%-72,73713F-HRTimeline
Opus Capital Group, LLC685,138$28.8M3.71%+3,69413F-HRTimeline
INTEGRITY ALLIANCE, LLC.664,928$28M1.11%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.651,815$27.4M3.37%+118,18813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC640,405$26.9M0.07%-17,16613F-HRTimelineGroup
Rise Advisors, LLC619,158$26M11.51%+35,26113F-HRTimeline
Aspen Capital Management, LLC617,745$26M8.31%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding611,460$25.7M+61,898Timeline
Beacon Pointe Advisors, LLC608,802$25.6M0.29%-10,47513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC619,091$25.3M8.44%013F-HRTimeline
DecisionPoint Financial, LLC582,553$24.5M7.11%+39,24413F-HRTimeline
Hiley Hunt Wealth Management576,035$24.3M13.25%+36,16813F-HRTimeline
BCR Wealth Strategies, LLC577,098$24.3M10.66%+8,04713F-HRTimeline
ASSET PLANNING CORPORATION563,249$23.7M13.96%+11,07613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC547,559$23M0.04%+528,52113F-HR/ATimelineGroup
Tillman Hartley LLC546,159$23M6.68%+27,99813F-HRTimeline
AE Wealth Management LLC507,976$21.4M0.18%+26,02713F-HRTimeline
Integrated Wealth Concepts LLC499,558$21M0.25%+7,39113F-HRTimeline
Physician Wealth Solutions Inc.480,108$20.2M10.15%+21913F-HRTimeline
Leading Edge Financial Planning LLC472,136$19.9M6.2%+21,45513F-HRTimeline
Verisail Partners, LLC471,778$19.8M9.15%+14,20113F-HRTimeline
TruNorth Capital Management, LLC471,243$19.8M4.93%+34,15613F-HRTimeline
Krilogy Financial LLC465,153$19.6M1.27%+28,66213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP460,893$19.4M0.03%+4,71813F-HRTimelineGroup
CFS Investment Advisory Services, LLC450,022$18.9M1.68%+2,23213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO434,714$18.3M<0.01%+7,83513F-HRTimelineGroup
Blume Capital Management, Inc.433,248$18.2M4.08%+128,91813F-HRTimeline
Vermillion Wealth Management, Inc.432,866$18.2M5.34%+2,78113F-HRTimeline
BCO Wealth Management LLC431,387$18.1M14.23%+44,25813F-HRTimeline
RCS Financial Planning, LLC417,246$17.5M9.26%+10,76413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.413,630$17.4M0.04%+269,39713F-HRTimelineGroup
DAVENPORT & Co LLC411,929$17.3M0.1%+44,07513F-HRTimeline
RATIONAL ADVISORS, INC.411,054$17.3M1.74%-39,97013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC408,635$17.2M14.04%+13,59713F-HRTimeline
Aurelius Family Office LLC399,471$16.8M8.52%+85813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding392,826$16.5M+108,582Timeline
Binnacle Investments Inc385,223$16.2M11.82%13F-HRTimeline
MOLLER WEALTH PARTNERS376,107$15.8M3.91%+32,99913F-HRTimeline
Momentous Wealth Management, Inc.369,273$15.5M10.99%+63,51513F-HRTimeline
Chicago Partners Investment Group LLC358,841$15M0.5%+33,49613F-HRTimeline
Mariner, LLCin group Mariner, LLC351,223$14.8M0.02%+239,92213F-HRTimelineGroup
Mattern Wealth Management LLC350,301$14.7M3.26%+5,12813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC344,236$14.5M7.42%+41,59713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC341,626$14.4M5.59%-12,54213F-HRTimeline
Alpha Financial Advisors, LLC333,857$14M6.24%+20,33913F-HRTimeline
Divergent Planning, LLC320,132$13.5M4.48%+24,31913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC316,348$13.3M9.32%+16,43913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC315,888$13.3M2.54%-6,75713F-HR/ATimeline
Parkshore Wealth Management, Inc.312,894$13.2M7.65%+31,79913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …312,982$13.1M0.98%+32,98813F-HRTimelineGroup
Babb Wealth Advisors LLC309,323$13M10.43%+17,04513F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.308,831$13M6.82%+8,43413F-HRTimeline
Vermillion & White Wealth Management Gr…301,990$12.7M9.19%+199,61413F-HRTimeline
Farther Finance Advisors, LLC291,905$12.3M0.31%+188,97513F-HRTimeline
Ledgewood Wealth Advisors, LLC277,233$11.7M7.52%-5,12413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.275,409$11.6M3.72%+16,22213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP272,041$11.4M0.02%+18,05613F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas271,320$11.4M6.61%+10,51213F-HRTimeline
Kings Path Partners LLC270,960$11.4M5.58%+35,56013F-HRTimeline
Tassel Capital Management, Inc.268,899$11.3M9.89%+18,91813F-HRTimeline
Austin Wealth Management, LLC271,485$11.3M2.27%+30,39913F-HRTimeline
City State Bank268,490$11.3M3.72%+39,43813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…266,981$11.2M0.02%-8,08913F-HRTimeline
DRAVO BAY LLC253,848$10.7M5.66%-8,43313F-HRTimeline
Bluespring Wealth Management, LLC252,146$10.6M1.08%+68,90813F-HRTimeline
SageOak Financial, LLC249,403$10.5M9.3%+68,71613F-HRTimeline
Summit X, LLC249,151$10.5M2.2%+2,03013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC244,369$10.3M2.78%+26,62613F-HRTimeline
Meredith Wealth Planning240,345$10.1M4.46%+8,94113F-HRTimeline
Modera Wealth Management, LLC237,196$9.98M0.13%+15,92613F-HRTimeline
One Degree Advisors Inc236,379$9.94M4.09%+3,07413F-HRTimeline
ERn Financial, LLC235,735$9.91M1.57%+13,03813F-HRTimeline
Yardley Wealth Management LLC231,287$9.73M5.73%-27,12313F-HRTimeline
Vestmark Advisory Solutions, Inc.231,109$9.72M0.25%-4,23813F-HRTimeline
Essential Planning, LLC.218,149$9.18M3.7%-11,339,02613F-HRTimeline
Graver Capital Management, LLC216,101$9.09M9.27%+9,59013F-HRTimeline
United Wealth Management, LLC213,747$8.99M2.82%+2,63413F-HRTimeline
HB Wealth Management, LLC212,447$8.94M0.08%new13F-HRTimeline
XY Planning Network, Inc.210,726$8.86M5.91%+7213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC209,801$8.82M0.11%+2,14513F-HRTimelineGroup
Financial Symmetry Inc208,977$8.79M5.4%+24,55713F-HRTimeline
Strategic Investment Solutions, Inc. /IL207,895$8.74M2.54%+50,49513F-HRTimeline
ArborFi Advisors, LLC203,906$8.58M8.52%+8,93013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …202,118$8.52M0.67%+7,33513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,031$8.33M<0.01%+17,25713F-HRTimelineGroup
SJS Investment Consulting Inc.196,940$8.28M1.41%-4,13713F-HRTimeline
Pioneer Wealth Management Group196,690$8.27M3.56%13F-HRTimeline
Acropolis Investment Management, LLC195,294$8.21M0.49%-4,69513F-HRTimeline
Cambridge Investment Research Advisors,…195,108$8.21M0.03%-5,63013F-HRTimeline
Hippocratic Financial Advisors, LLC193,789$8.15M4.85%+12,78013F-HRTimeline
BCU Wealth Advisors, LLC191,707$8.06M4.19%+6,63213F-HRTimeline
Note Advisors, LLC189,915$7.99M6.6%+35,76413F-HRTimeline
SUTTON PLACE INVESTORS LLC189,793$7.98M5.37%-93113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,812$7.9M<0.01%+9,32613F-HRTimelineGroup
Wealth Dimensions Group, Ltd.187,377$7.88M1.88%+20,99813F-HRTimeline
BWM Planning, LLC187,351$7.88M3.33%+8,42813F-HRTimeline
SageView Advisory Group, LLC176,759$7.43M0.32%+54513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners174,885$7.36M1.21%-31,02413F-HRTimelineGroup
Parkworth Wealth Management, Inc.167,363$7.04M5.62%+10,10513F-HRTimeline
Vested Financial Planning, LLC161,684$6.8M6.8%+17013F-HRTimeline
WEALTHSPAN PARTNERS, LLC161,287$6.78M3.13%-1,99313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC157,297$6.62M4.95%-16,33013F-HRTimeline
CGN Advisors LLC156,799$6.59M0.65%+19,46013F-HRTimeline
David Wealth Management LLC155,017$6.52M5.45%-74313F-HRTimeline
Fort Vancouver Investment Management, L…154,641$6.5M4.99%+13,18313F-HRTimeline
Financial Connections Group, Inc.129,774$6.44M2.89%+89,36513F-HRTimeline
Heritage Investment Group, Inc.152,555$6.42M1.21%-3,38913F-HRTimeline
Herold Advisors, Inc.150,714$6.34M1.39%+15,16313F-HRTimeline
AssuredPartners Investment Advisors, LLC150,411$6.33M1.22%+90113F-HRTimeline
Acorn Wealth Advisors, LLC147,389$6.2M2.58%-19,70913F-HRTimeline
PFG Advisors147,313$6.2M0.35%+12,25213F-HRTimeline
New Capital Management LP143,804$6.05M1.74%-97,28313F-HRTimeline
Ruedi Wealth Management, Inc.141,474$5.95M1.86%-18,72213F-HRTimeline
Integrity Investment Advisors, LLC141,348$5.95M5.43%13F-HRTimeline
Parker Financial LLC139,497$5.87M2.82%+14,47913F-HRTimeline
Plan Group Financial, LLC135,488$5.7M2.03%+13,37313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC135,021$5.68M0.17%+12,40613F-HRTimelineGroup
Citrine Capital LLC134,191$5.64M3.53%-97413F-HRTimeline
Bay Harbor Wealth Management, LLC132,965$5.59M1.77%+3,02313F-HRTimeline
Hutchens & Kramer Investment Management…128,131$5.39M2.97%-4,40613F-HRTimeline
Sterling Wealth Advisors Inc127,094$5.35M4.12%-5,15013F-HRTimeline
Simplicity Wealth,LLC123,385$5.19M0.4%+96,11313F-HRTimeline
Sowell Financial Services LLC122,597$5.16M0.23%-65113F-HRTimeline
Safeguard Investment Advisory Group, LLC117,954$4.96M1.35%-4,52613F-HRTimeline
FinDec Wealth Services, Inc.111,783$4.7M4.65%-99,04413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC109,967$4.63M4.17%+13,36913F-HRTimeline
Arax Advisory Partners109,341$4.6M0.29%-605,54713F-HRTimeline
HFG Wealth Management, LLC111,287$4.59M2.78%+9,96113F-HRTimeline
Applied Capital LLC108,590$4.57M2.24%-4,48313F-HRTimeline
Vantage Point Financial LLC107,176$4.51M2.27%+9,01513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,842$4.41M<0.01%+12,01813F-HRTimelineGroup
LVZ, Inc.104,160$4.38M0.57%-11,12213F-HRTimeline
SpringVest Wealth Management LLC103,202$4.34M3.6%+6,15113F-HRTimeline
SC&H Financial Advisors, Inc.103,138$4.34M0.85%+11,23813F-HRTimeline
CLG LLC102,787$4.32M1.5%+7,87313F-HRTimeline
Berger Financial Group, Inc102,045$4.29M0.3%+50,03213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …99,814$4.2M0.11%+55,64613F-HRTimelineGroup
Porter White Investment Advisors, Inc.99,198$4.17M2.06%+9,66213F-HRTimeline
AdvisorNet Financial, Inc98,323$4.14M0.31%+30,07513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…98,225$4.13M0.09%+56513F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC97,066$4.08M0.81%-79613F-HRTimeline
Hill Investment Group Partners, LLC96,906$4.08M0.56%-1,44913F-HRTimeline
Navigoe, LLC95,986$4.04M3.5%+17,17013F-HRTimeline
Spinnaker Investment Group, LLC94,773$3.99M0.9%-261,56113F-HRTimeline
DecisionMap Wealth Management, LLC91,234$3.84M2.92%+2,16613F-HRTimeline
Arcadia Wealth Management, Inc.87,482$3.68M2.87%+12,55613F-HRTimeline
Burk Holdings LLC86,941$3.66M2.76%+14,98813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…83,074$3.49M0.83%+9,31413F-HRTimeline
Orion Porfolio Solutions, LLC81,821$3.44M0.03%+7,82313F-HRTimeline
Orion Portfolio Solutions, LLC81,821$3.44M0.03%+7,82313F-HR/ATimeline
IFG Advisory, LLC77,979$3.28M0.18%+5,35213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC76,837$3.23M0.07%-5,69913F-HRTimelineGroup
Canopy Partners, LLC75,776$3.19M1.24%-5,52513F-HRTimeline
Aptus Capital Advisors, LLC74,940$3.15M0.04%+1,39413F-HRTimeline
First Financial Group Corp74,751$3.13M3.55%+3,70213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC74,430$3.13M0.25%+89913F-HRTimeline
Private Advisor Group, LLC69,537$2.92M0.02%+1,21713F-HRTimeline
Coston, McIsaac & Partners68,254$2.87M0.84%+33,45713F-HRTimeline
NewEdge Advisors, LLC67,670$2.85M0.02%-107,11913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,568$2.8M0.01%-5,81813F-HRTimelineGroup
Arkadios Wealth Advisors66,249$2.79M0.11%+11,92213F-HRTimeline
Creative Planningin group Creative Planning65,700$2.76M<0.01%+13,97913F-HRTimelineGroup
NorthCoast Asset Management LLC64,940$2.73M0.01%-3,46513F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…63,454$2.67M0.07%+1,26713F-HRTimelineGroup
Cetera Investment Advisers62,794$2.64M0.01%+22,32313F-HRTimeline