DFCF institutional holders

Dimensional Core Fixed Income ETF · 531 reporting institutions · $8.5B reported value

Funds that can replace DFCF · DFCF return decomposition

Institutional holdings

Institutions reporting DFCF, largest first
InstitutionReported positionAdvisors at firmReport period
Truepoint, Inc.$568.9M402026-06-30
Prudential Financial Inc$543.5M02026-06-30
Factory Mutual Insurance Co$426.1M02026-06-30
Petersen Hastings Wealth Advisors Inc.$207.6M162026-06-30
Apella Capital, LLC$196.1M1042026-06-30
True Link Financial Advisors$187.2M62026-06-30
Elser Financial Planning, Inc.$186.5M132026-06-30
Acropolis Investment Management, LLC$171.6M372026-06-30
Beacon Pointe Advisors, LLC$164.5M4662026-06-30
Great Waters Wealth Management$161.8M262026-06-30
Root Financial Partners, LLC$161.8M642026-06-30
Vise Technologies, Inc.$155.3M02026-06-30
Onedigital Investment Advisors LLC$146.7M3862026-06-30
F/m Investments LLC$144.1M172026-06-30
Savant Wealth Management$143.5M4052026-06-30
Beaird Harris Wealth Management, LLC$139.1M182026-06-30
Dinuzzo Private Wealth, Inc.$116.4M82026-06-30
Phillips Financial Management, LLC$109.7M152026-06-30
Allworth Financial, LP$108.7M3172026-06-30
Commonwealth Equity Services, LLC$89.8M2,8632026-06-30
Stratos Investment Management, LLC$87.4M72026-06-30
Wpwealth LLP$86.9M152026-06-30
Core Wealth Management, Inc.$79.5M32026-06-30
Hightower Advisors, LLC$75.4M1,0462026-06-30
Rather & Kittrell, Inc.$72.6M202026-06-30
Market Street Wealth Management Advisors LLC$67.2M82026-06-30
Creative Capital Management Investments LLC$63.1M62026-06-30
Graves Light Lenhart Wealth, Inc.$58.3M82026-06-30
Geowealth Management, LLC$58.3M02026-06-30
Pathstone Holdings, LLC$58.2M02026-06-30
Lpl Financial LLC$53.8M23,4582026-06-30
Rw Investment Management LLC$53M132026-06-30
Strathmore Capital Advisors, Inc.$52.2M112026-06-30
Envestnet Pmc$49.1M602026-06-30
Heffernan Advisory, Inc$48.5M82026-06-30
Raymond James Financial Inc$48.4M02026-06-30
Pbmares Wealth Management LLC$48.2M12025-09-30
Citadel Advisors LLC$46.9M02026-06-30
Pure Financial Advisors, LLC$46M882026-06-30
Hbk Sorce Advisory LLC$41M732026-06-30
Focus Partners Advisor Solutions, LLC$40.7M422026-06-30
Ullmann Wealth Partners Group, LLC$40.1M82026-06-30
Parkshore Wealth Management$37.9M52026-06-30
Great Oak Capital Partners, LLC$37.3M52026-06-30
Bluespring Wealth Management, LLC$36.9M502026-06-30
Royal Bank of Canada$36.6M02026-06-30
Tencap Wealth Coaching, LLC$35.9M82026-06-30
Meeder Advisory Services, Inc.$35.6M192026-06-30
Grunden Financial Advisory, Inc.$35.5M02025-12-31
Aspen Capital Management, LLC$34.8M102026-06-30
Hfm Investment Advisors, LLC$34.1M72026-06-30
Hiley Hunt Wealth Management$32M32026-06-30
Tillman Hartley LLC$31.3M32026-06-30
Dynamic$31.1M752026-06-30
Trunorth Capital Management, LLC$31M42026-06-30
Davenport & Co LLC$30.8M3392026-06-30
Leading Edge Financial Planning LLC$30.5M92026-06-30
Susquehanna International Group, LLP$30.2M02026-06-30
Decisionpoint Financial, LLC$29.6M132026-06-30
Asset Planning Corporation$28.9M02025-09-30
Liberty Wealth Management LLC$28.8M252026-06-30
Regimen Wealth, LLC$28.3M52026-06-30
Pioneer Wealth Management Group$28M112026-06-30
Krilogy$27.3M642026-06-30
Tassel Capital Management, Inc$26.4M42026-06-30
Alpha Financial Advisors, LLC$26.4M82026-06-30
Sterling Wealth Management, Inc.$26.3M82026-06-30
Assetmark, Inc$25.2M2202026-06-30
Integrated Wealth Concepts LLC$25M4802026-06-30
Cetera Investment Advisers$24.8M10,3702026-06-30
Arax Advisory Partners$24.5M2322026-06-30
Note Advisors, LLC$24.4M62026-06-30
Financial Plan, Inc.$24.4M132026-06-30
Jpmorgan Chase & Co$23.2M02026-06-30
Verisail Partners, LLC$23.1M52026-06-30
Cfs Investment Advisory Services LLC$23M102026-06-30
Physician Wealth Solutions Inc.$22.9M12026-06-30
Osaic Holdings, Inc.$22.8M02026-06-30
Diversify Advisory Services, LLC$22.8M1162026-06-30
Diversify Wealth Management, LLC$22.8M782026-06-30
Ae Wealth Management LLC$22.7M4712026-06-30
Farther Finance Advisors, LLC$22.7M3342026-06-30
Bco Wealth Management, LLC$22.4M42026-06-30
Harbour Investments, Inc.$21.8M2472026-06-30
Aurelius Family Office LLC$21.4M52026-06-30
Babb Wealth Advisors LLC$21.2M32026-06-30
Moller Wealth Partners$21M22026-06-30
Momentous Wealth Management, Inc.$20.6M82026-06-30
Vermillion Wealth Management, Inc.$20.3M42026-06-30
Chicago Partners Investment Group LLC$19.5M572026-06-30
Truist Financial Corp$19.2M02026-06-30
Bannerman Wealth$18.9M42026-06-30
Revolve Wealth Partners, LLC$18.7M142026-06-30
Binnacle Investments Inc$18.6M52025-09-30
Integrity Investment Advisors, LLC$18.6M22026-06-30
Guardian Wealth Management, LLC$18.3M02026-06-30
Blume Capital Management, Inc.$18M42026-06-30
Bank of America Corp /de$17.9M02026-06-30
Blue Rock Financial Group$17.6M12026-06-30
Rcs Financial Planning, LLC$17.5M22026-06-30
Vermillion & White Wealth Management Group, LLC$17.3M52026-06-30
Riverchase Wealth Management, LLC$17.2M32026-06-30
City State Bank$16.6M02026-06-30
Wheels Up Wealth, Inc.$16.4M32026-06-30
Modera Wealth Management, LLC$16.3M1352026-06-30
Beacon Harbor Wealth Advisors, Inc.$16.2M62026-06-30
Sequoia Financial Group, LLC$16.1M2582026-06-30
Rational Advisors, Inc.$16M02026-06-30
Meredith Wealth Planning$15.9M22026-06-30
Wealth Enhancement Advisory Services, LLC$15.8M1,0262026-06-30
Bwm Planning, LLC$15.6M52026-06-30
Hb Wealth Management, LLC$15.2M1692026-06-30
Client 1st Advisory Group, LLC$15.2M72026-06-30
Johnson Wealth Management, LLC$15.1M32026-06-30
Ep Wealth Advisors, LLC$14.8M3382026-06-30
Financial Symmetry Inc$14.8M162026-06-30
Ima Advisory Services, Inc.$14.8M482026-06-30
Mattern Wealth Management LLC$14.7M42026-06-30
Xy Planning Network, Inc.$14.6M02026-06-30
Kings Path Partners LLC$14.5M42026-06-30
Legacy Financial Group, Inc.$14.5M82026-06-30
Integrity Alliance, Llc.$14.4M3532026-06-30
Vestmark Advisory Solutions, Inc.$14.2M82026-06-30
Heritage Wealth Management, Inc./texas$14.1M62026-06-30
Wolfstich Capital, LLC$14.1M12026-06-30
Kane Co Wealth Management, Inc.$13.6M32026-06-30
Divergent Planning, LLC$13.4M02025-12-31
Sageoak Financial, LLC$13M32026-06-30
Daner Wealth Management, LLC$12.9M22026-06-30
Essential Planning, Llc.$12.8M32026-06-30
Parkwoods Wealth Partners, LLC$12.8M312026-06-30
Orion Porfolio Solutions, LLC$12.6M1992026-06-30
Sterling Wealth Advisors Inc$12.5M32026-06-30
Savvy Advisors, Inc.$12.4M2142026-06-30
Graver Capital Management, LLC$12.4M22026-06-30
Delarme Wealth Management, Inc.$12.2M32026-06-30
Yardley Wealth Management LLC$12.2M32026-06-30
Bcu Wealth Advisors, LLC$12.1M152026-06-30
Burk Holdings LLC$12.1M72026-06-30
Collective Family Office, LLC$12M42026-06-30
Ern Financial, LLC$11.9M102026-06-30
Concord Wealth Partners$11.9M112026-06-30
Integrity Advisory Solutions, LLC$11.7M1272026-06-30
First Financial Group Corp$11.6M42026-06-30
Optimus Capital Advisors, LLC$11.5M02026-06-30
Foundry Financial LLC$11.4M102026-06-30
Fiduciary Financial Advisors$11.4M512026-06-30
Springvest Wealth Management LLC$11.1M42026-06-30
Corient Private Wealth LP$11M6742026-06-30
Sc&h Financial Advisors, Inc.$10.6M192026-06-30
Seedsafe Financial LLC$10.6M42026-06-30
Beacon Hill Wealth Management Ltd.$10.4M52026-06-30
Arborfi Advisors, LLC$10.3M22026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$10.3M1032026-06-30
Keating Financial Advisory Services, Inc.$10.2M252026-06-30
Mariner, LLC$9.9M02026-06-30
Ledgewood Wealth Advisors, LLC$9.9M22026-06-30
United Wealth Management, LLC$9.7M62026-06-30
Berger Financial Group, Inc$9.4M512026-06-30
Focus Partners Wealth$9.3M1,0482026-06-30
Seia$9.2M1412026-06-30
Approach Retirement Advisors, LLC$9M22026-06-30
Creative Financial Designs Inc /adv$9M02026-06-30
Aa Financial Advisors, LLC$8.9M122026-06-30
Creative Planning$8.9M1,1712026-06-30
Wealth Dimensions Group, Ltd.$8.7M92026-06-30
Kestra Investment Management, LLC$8.7M92026-06-30
Triune Financial Partners, LLC$8.2M162026-06-30
Heritage Investment Group, Inc.$8.2M122026-06-30
Bay Harbor Wealth Management, LLC$8.1M32026-06-30
Lvz, Inc.$8M162026-06-30
Marrick Wealth$8M22026-06-30
Herold Advisors, Inc.$7.9M132026-06-30
Stratos Wealth Partners, Ltd.$7.9M3862026-06-30
Parker Financial LLC$7.8M42026-06-30
Ifg Advisory, LLC$7.6M1102026-06-30
Clg LLC$7.5M232026-06-30
Vested Financial Planning, LLC$7.5M12026-06-30
Assuredpartners Investment Advisors$7.4M292026-06-30
Settanni Financial LLC$7.4M32026-06-30
Rhl Group, LLC$7.4M32026-06-30
Cgn Advisors LLC$7.3M362026-06-30
Wealthspire Advisors, LLC$7.2M2372026-06-30
Austin Wealth Management, LLC$7.2M102026-06-30
3 Factor Indexing, LLC$7M22026-06-30
Citrine Capital$6.9M52026-06-30
Physician Wealth Advisors, Inc.$6.7M92026-06-30
Sageview Advisory Group, LLC$6.7M942026-06-30
Acorn Wealth Advisors, LLC$6.7M52026-06-30
Summit Wealth Group LLC / Co$6.6M392026-06-30
Mather Group, Llc.$6.6M1102026-06-30
Sax Wealth Advisors, LLC$6.4M422026-06-30
Sowell Financial Services LLC$6.4M1082026-06-30
Advisory Services Network$6.3M2532026-06-30
Advisornet Wealth Partners$6.3M582026-06-30
Sjs Investment Services$6.2M192026-06-30
Kestra Advisory Services, LLC$6.1M1,4792026-06-30
Wealthspan Partners, LLC$6.1M52026-06-30
Dipaolo Financial Group, Inc.$5.9M52026-06-30
Applied Capital LLC$5.7M02026-06-30
Winebrenner Capital Management LLC$5.7M62026-06-30
Arnold and Mote Wealth Management$5.7M42026-06-30
Vantage Point Financial LLC$5.7M162026-06-30
Arcadia Wealth Management, Inc.$5.7M02026-06-30
Pfg Advisors$5.7M832026-06-30
Tru Independence Asset Management 2, LLC$5.6M42026-06-30
Aptus Capital Advisors, LLC$5.6M212026-06-30
Guardian Wealth Advisors, LLC / Nc$5.6M332026-06-30
Great Valley Advisor Group, LLC$5.5M2052026-06-30
Alphastar Capital Management, LLC$5.5M1572026-06-30
Cogent Private Wealth, Inc.$5.4M52026-06-30
Accurate Wealth Management, LLC$5.4M492026-06-30
Cornerstone Wealth Partners, LLC$5.4M122026-06-30
Strategic Investment Solutions, Inc. /il$5.4M102026-06-30
Porter White Investment Advisors, Inc.$5.4M52026-06-30
Live Oak Private Wealth LLC$5.4M102026-06-30
Findec Wealth Services, Inc.$5.3M22026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$5.3M72026-06-30
Forum Financial Management, LP$5.3M1162026-06-30
Pacific Asset Management, LLC$5.1M02026-06-30
Entrewealth, LLC$5.1M172026-06-30
Decisionmap Wealth Management, LLC$5M42026-06-30
Northwest Wealth Management, LLC$4.8M212026-06-30
E6 Portfolios, LLC$4.7M32026-06-30
Onyx Financial Advisors, LLC$4.6M72026-06-30
Greenspring Advisors, LLC$4.6M442026-06-30
Index Fund Advisors, Inc.$4.5M182026-06-30
Merit Financial Group, LLC$4.5M2952026-06-30
Summit Financial, LLC$4.5M2292026-06-30
Donalies Financial Planning, LLC$4.4M42026-06-30
Mission Wealth Management, LP$4.4M1382026-06-30
Wealth Advisors Northwest LLC$4.4M72026-06-30
Ruedi Wealth Management, Inc.$4.3M52026-06-30
49 Wealth Management, LLC$4.3M1462026-06-30
Alongside, LLC$4.3M252026-06-30
International Private Wealth Advisors LLC$4.1M32026-06-30
Family Capital Management, Inc.$4.1M42026-06-30
Tcp Asset Management, LLC$4.1M252026-06-30
Safeguard Investment Advisory Group, LLC$4.1M92026-06-30
Mercer Global Advisors Inc /adv$4M02026-06-30
Stifel Financial Corp$3.9M02026-06-30
Apollon Wealth Management, LLC$3.9M1512026-06-30
Torren Management, LLC$3.9M42026-06-30
Diversified Portfolios, Inc.$3.8M102026-06-30
Glass Jacobson Investment Advisors LLC$3.8M102026-06-30
Mitchell McLeod Pugh & Williams Inc$3.8M102026-06-30
Schulz Wealth, Ltd.$3.7M32026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$3.7M02026-06-30
Simplicity Wealth, LLC$3.7M02026-06-30
Dwr Wealth Management, LLC$3.6M32026-06-30

The 250 largest of 531 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30