DIMENSIONAL CORE FIXED INC DFCF
$42.19
+0.1% 52w: $40.03 – $42.62
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data40.0341.3242.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
480
+20 QoQ
13F value
$7.53B
+14.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFCF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Truepoint, Inc. | Wealth advisor | 13.1M | $551.5M | 12.3% | +4.1% |
| PRUDENTIAL FINANCIAL INC | Insurance | 10.8M | $457.0M | 0.6% | +14.5% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 4.6M | $193.0M | 17.7% | +4.2% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 4.5M | $191.6M | 2.2% | Held |
| Apella Capital, LLC | Wealth advisor | 4.4M | $188.2M | 2.8% | +69.3% |
| True Link Financial Advisors, LLC | Wealth advisor | 4.3M | $180.0M | 11.1% | +15.2% |
| Elser Financial Planning, Inc | Other | 4.2M | $177.7M | 8.6% | +13684.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 3.7M | $156.9M | 0.8% | +8.0% |
| Savant Capital, LLC | Wealth advisor | 3.5M | $149.0M | 0.7% | -18.5% |
| Acropolis Investment Management, LLC | Wealth advisor | 3.5M | $146.6M | 6.5% | +20.4% |
| Great Waters Wealth Management | Wealth advisor | 3.5M | $146.6M | 15.5% | +11.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 3.3M | $140.9M | 1.4% | +3.4% |
| Allworth Financial LP | Wealth advisor | 3.3M | $137.5M | 0.6% | +73.3% |
| Root Financial Partners, LLC | Wealth advisor | 3.2M | $137.1M | 6.3% | +20.3% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 3.2M | $136.3M | 9.3% | +0.2% |
| F/m Investments LLC | Other | 3.0M | $128.2M | 8.5% | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 2.5M | $106.7M | 7.7% | -4.2% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 2.5M | $106.5M | 11.5% | +3.2% |
| Vise Technologies, Inc. | Wealth advisor | 2.5M | $104.6M | 2.1% | Held |
| Stratos Investment Management, LLC | Wealth advisor | 2.0M | $84.4M | 3.4% | +4.2% |
| WPWealth LLP | Wealth advisor | 2.0M | $84.3M | 12.9% | +0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.8M | $75.9M | 0.1% | +42.7% |
| Core Wealth Management, Inc. | Wealth advisor | 1.8M | $74.8M | 22.9% | +3.3% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $74.5M | 0.1% | +4.5% |
| Rather & Kittrell, Inc. | Wealth advisor | 1.6M | $67.3M | 10.4% | +8.1% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 1.5M | $65.1M | 10.3% | +4.0% |
| Creative Capital Management Investments LLC | Wealth advisor | 1.4M | $58.0M | 16.7% | +11.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.4M | $57.8M | 0.2% | -1.6% |
| GeoWealth Management, LLC | Wealth advisor | 1.3M | $56.3M | 2.0% | +7.5% |
| Graves Light Lenhart Wealth, Inc. | Wealth advisor | 1.3M | $54.4M | 5.7% | +11.1% |
| Betterment LLC | Wealth advisor | 1.3M | $53.1M | 0.1% | +6.5% |
| RW Investment Management LLC | Wealth advisor | 1.2M | $52.4M | 5.1% | — |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 1.2M | $51.1M | 14.4% | +7.0% |
| HEFFERNAN ADVISORY, INC | Wealth advisor | 1.2M | $49.5M | 45.9% | +1.7% |
| LPL Financial LLC | Bank broker | 1.1M | $47.2M | 0.0% | +2.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $45.0M | 0.0% | +14.0% |
| Pure Financial Advisors, LLC | Wealth advisor | 1.0M | $44.2M | 0.6% | +5.0% |
| HBK Sorce Advisory LLC | Wealth advisor | 993.6K | $42.2M | 0.9% | -1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 944.5K | $39.9M | 0.0% | +44.5% |
| Ullmann Wealth Partners Group, LLC | Wealth advisor | 914.4K | $38.6M | 4.0% | +4.4% |
| Annandale Capital, LLC | Wealth advisor | 871.4K | $36.8M | 6.0% | +3.6% |
| Aspen Capital Management, LLC | Wealth advisor | 823.1K | $34.8M | 8.6% | +9.9% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 812.5K | $34.5M | 8.0% | +6.3% |
| Tencap Wealth Coaching, LLC | Wealth advisor | 790.7K | $33.4M | 12.6% | +3.2% |
| ROYAL BANK OF CANADA | Bank broker | 789.8K | $33.3M | 0.0% | -0.5% |
| HFM Investment Advisors, LLC | Wealth advisor | 788.5K | $33.3M | 12.8% | +9.9% |
| Opus Capital Group, LLC | Wealth advisor | 764.7K | $32.3M | 3.5% | +3.8% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 757.9K | $32.0M | 0.3% | +206.8% |
| BCR Wealth Strategies, LLC | Wealth advisor | 751.1K | $31.7M | 9.9% | +10.2% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 739.0K | $31.2M | 1.0% | +0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.