DFCF Institutional Ownership
Dimensional - Core Fixed Income ETF
1W: -0.6%
1M: -3.0%
3M: -5.0%
YTD: -5.5%
1Y: -5.7%
3Y: +10.2%
$40.11
-0.08 (-0.20%)
Weekly Expected Move ±0.8%
$39
$40
$40
$40
$41
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — DFCF
534
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
54
New Positions
325
Increased
112
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (558 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Truepoint, Inc. | 13,477,146 | $541M | +414,390 | +3.2% | 16Q | SEC ↗ |
| 2 | PRUDENTIAL FINANCIAL INC | 12,875,670 | $516M | +2,050,957 | +18.9% | 4Q | SEC ↗ |
| 3 | FACTORY MUTUAL INSURANCE CO | 10,093,835 | $405M | +5,555,465 | +122.4% | 8Q | SEC ↗ |
| 4 | Petersen Hastings Wealth Advisors Inc. | 4,918,874 | $197M | +347,537 | +7.6% | 3Q | SEC ↗ |
| 5 | Apella Capital, LLC | 4,667,514 | $187M | +259,037 | +5.9% | 13Q | SEC ↗ |
| 6 | True Link Financial Advisors, LLC | 4,435,777 | $178M | +171,245 | +4.0% | 5Q | SEC ↗ |
| 7 | Elser Financial Planning, Inc | 4,417,313 | $177M | +217,288 | +5.2% | 9Q | SEC ↗ |
| 8 | Acropolis Investment Management, LLC | 4,065,684 | $163M | +593,938 | +17.1% | 17Q | SEC ↗ |
| 9 | Beacon Pointe Advisors, LLC | 3,897,346 | $156M | +181,906 | +4.9% | 15Q | SEC ↗ |
| 10 | Great Waters Wealth Management | 3,833,555 | $154M | +362,107 | +10.4% | 15Q | SEC ↗ |
| 11 | Root Financial Partners, LLC | 3,833,356 | $154M | +585,671 | +18.0% | 14Q | SEC ↗ |
| 12 | Vise Technologies, Inc. | 3,679,427 | $148M | +1,221,104 | +49.7% | 4Q | SEC ↗ |
| 13 | OneDigital Investment Advisors LLC | 3,476,475 | $139M | +138,609 | +4.2% | 13Q | SEC ↗ |
| 14 | F/m Investments LLC | 3,413,260 | $137M | +377,260 | +12.4% | 2Q | SEC ↗ |
| 15 | Savant Capital, LLC | 3,399,250 | $136M | -130,852 | -3.7% | 14Q | SEC ↗ |
| 16 | Beaird Harris Wealth Management, LLC | 3,296,316 | $132M | +66,922 | +2.1% | 14Q | SEC ↗ |
| 17 | DiNuzzo Private Wealth, Inc. | 2,757,601 | $111M | +236,030 | +9.4% | 11Q | SEC ↗ |
| 18 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,598,931 | $104M | +72,654 | +2.9% | 18Q | SEC ↗ |
| 19 | Allworth Financial LP | 2,575,681 | $103M | -681,746 | -20.9% | 19Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 2,127,154 | $85M | +329,324 | +18.3% | 19Q | SEC ↗ |
| 21 | Stratos Investment Management, LLC | 2,069,549 | $83M | +71,157 | +3.6% | 10Q | SEC ↗ |
| 22 | WPWealth LLP | 2,059,749 | $83M | +62,442 | +3.1% | 15Q | SEC ↗ |
| 23 | Core Wealth Management, Inc. | 1,884,045 | $76M | +112,725 | +6.4% | 15Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 1,785,768 | $72M | +21,214 | +1.2% | 11Q | SEC ↗ |
| 25 | Rather & Kittrell, Inc. | 1,719,977 | $69M | +126,690 | +8.0% | 17Q | SEC ↗ |
| 26 | MARKET STREET WEALTH MANAGEMENT ADVISO | 1,592,020 | $64M | +50,298 | +3.3% | 17Q | SEC ↗ |
| 27 | Creative Capital Management Investment | 1,495,183 | $60M | +120,292 | +8.7% | 15Q | SEC ↗ |
| 28 | Graves Light Lenhart Wealth, Inc. | 1,382,349 | $55M | +94,379 | +7.3% | 15Q | SEC ↗ |
| 29 | GeoWealth Management, LLC | 1,380,920 | $55M | +48,162 | +3.6% | 10Q | SEC ↗ |
| 30 | Pathstone Holdings, LLC | 1,379,508 | $55M | +10,114 | +0.7% | 11Q | SEC ↗ |
| 31 | Betterment LLC | 1,351,950 | $54M | +95,395 | +7.6% | 17Q | SEC ↗ |
| 32 | LPL Financial LLC | 1,275,520 | $51M | +157,870 | +14.1% | 17Q | SEC ↗ |
| 33 | RW Investment Management LLC | 1,256,426 | $50M | +14,582 | +1.2% | 2Q | SEC ↗ |
| 34 | Strathmore Capital Advisors, Inc. | 1,254,034 | $50M | +50,443 | +4.2% | 5Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 1,163,243 | $47M | +218,744 | +23.2% | 14Q | SEC ↗ |
| 36 | HEFFERNAN ADVISORY, INC | 1,148,842 | $46M | -22,723 | -1.9% | 3Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 1,145,551 | $46M | +80,522 | +7.6% | 7Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 1,109,928 | $45M | +818,316 | +280.6% | 4Q | SEC ↗ |
| 39 | Pure Financial Advisors, LLC | 1,088,752 | $44M | +41,160 | +3.9% | 17Q | SEC ↗ |
| 40 | HBK Sorce Advisory LLC | 979,852 | $39M | -13,767 | -1.4% | 14Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 975,031 | $39M | +326,825 | +50.4% | 16Q | SEC ↗ |
| 42 | Focus Partners Advisor Solutions, LLC | 964,946 | $39M | +207,022 | +27.3% | 14Q | SEC ↗ |
| 43 | Ullmann Wealth Partners Group, LLC | 950,483 | $38M | +36,120 | +4.0% | 17Q | SEC ↗ |
| 44 | Parkshore Wealth Management, Inc. | 898,068 | $36M | +165,648 | +22.6% | 7Q | SEC ↗ |
| 45 | GREAT OAK CAPITAL PARTNERS, LLC | 893,243 | $36M | +80,728 | +9.9% | 11Q | SEC ↗ |
| 46 | Annandale Capital, LLC | 884,325 | $35M | +12,877 | +1.5% | 11Q | SEC ↗ |
| 47 | Bluespring Wealth Management, LLC | 873,444 | $35M | +241,990 | +38.3% | 8Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 866,442 | $35M | +76,659 | +9.7% | 15Q | SEC ↗ |
| 49 | Tencap Wealth Coaching, LLC | 850,105 | $34M | +59,397 | +7.5% | 3Q | SEC ↗ |
| 50 | Meeder Advisory Services, Inc. NEW | 842,494 | $34M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Meeder Advisory Services, Inc. | 842,494 | $34M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 715,438 | $29M |
| Diversify Advisory Services, LLC | 547,013 | $22M |
| IMA Advisory Services, Inc. | 349,716 | $14M |
| Wolfstich Capital, LLC | 333,767 | $13M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 246,146 | $10M |
| Summit Financial, LLC | 106,097 | $4M |
| ALONGSIDE, LLC | 100,937 | $4M |
| Schulz Wealth, LTD. | 87,540 | $4M |
| HTG Investment Advisors, Inc. | 57,842 | $2M |
| J.W. COLE ADVISORS, INC. | 56,396 | $2M |
| Evanson Financial, LLC | 52,838 | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36,488 | $1M |
| Innovative Asset Advisors Group, LL | 32,335 | $1M |
| Canvas Wealth Advisors, LLC | 15,289 | $613K |
| NATIXIS ADVISORS, LLC | 12,282 | $493K |
| HANCOCK WHITNEY CORP | 11,003 | $441K |
| Balance Wealth Partners LLC | 10,716 | $430K |
| BRIGHT FINANCIAL ADVISORS, INC. | 9,989 | $401K |
| WINNACLE WEALTH LLC | 9,928 | $398K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CONTINUUM WEALTH ADVISORS, LLC | 526,635 | $21M |
| Estate Counselors, LLC | 205,869 | $8M |
| Thrivent Financial for Lutherans | 156,356 | $6M |
| FLOW TRADERS U.S. LLC | 73,607 | $3M |
| GK Wealth Management LLC | 69,787 | $3M |
| Archvest Wealth Advisors, Inc. | 63,432 | $3M |
| Broadhurst Jeffrey B | 54,690 | $2M |
| OLD MISSION CAPITAL LLC | 44,185 | $2M |
| GOLDMAN SACHS GROUP INC | 36,798 | $1M |
| GEN Financial Management, INC. | 23,968 | $961K |
| PINKERTON WEALTH, LLC | 19,924 | $799K |
| SHERMAN PORFOLIOS, LLC | 19,924 | $799K |
| JANE STREET GROUP, LLC | 17,457 | $700K |
| Sigma Planning Corp | 12,180 | $489K |
| FSA Advisors, Inc. | 12,137 | $487K |
| Midwest Heritage Bank, FSB | 10,989 | $441K |
| Financial Synergies Wealth Advisors | 10,701 | $429K |
| Sepio Capital, LP | 7,647 | $307K |
| 55 North Private Wealth, LLC | 7,231 | $290K |
| TWO SIGMA SECURITIES, LLC | 6,989 | $280K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FACTORY MUTUAL INSURANCE CO | +5,555,465 | +122.4% | 10,093,835 |
| PRUDENTIAL FINANCIAL INC | +2,050,957 | +18.9% | 12,875,670 |
| Vise Technologies, Inc. | +1,221,104 | +49.7% | 3,679,427 |
| CITADEL ADVISORS LLC | +818,316 | +280.6% | 1,109,928 |
| Acropolis Investment Management, LL | +593,938 | +17.1% | 4,065,684 |
| Root Financial Partners, LLC | +585,671 | +18.0% | 3,833,356 |
| Arax Advisory Partners | +436,354 | +300.5% | 581,581 |
| Truepoint, Inc. | +414,390 | +3.2% | 13,477,146 |
| F/m Investments LLC | +377,260 | +12.4% | 3,413,260 |
| Great Waters Wealth Management | +362,107 | +10.4% | 3,833,555 |
| Petersen Hastings Wealth Advisors I | +347,537 | +7.6% | 4,918,874 |
| COMMONWEALTH EQUITY SERVICES, LLC | +329,324 | +18.3% | 2,127,154 |
| Cambridge Investment Research Advis | +326,825 | +50.4% | 975,031 |
| Parkwoods Wealth Partners, LLC | +294,839 | +3958.6% | 302,287 |
| Apella Capital, LLC | +259,037 | +5.9% | 4,667,514 |
| Cetera Investment Advisers | +258,182 | +78.3% | 588,020 |
| Bluespring Wealth Management, LLC | +241,990 | +38.3% | 873,444 |
| DiNuzzo Private Wealth, Inc. | +236,030 | +9.4% | 2,757,601 |
| ENVESTNET ASSET MANAGEMENT INC | +218,744 | +23.2% | 1,163,243 |
| Elser Financial Planning, Inc | +217,288 | +5.2% | 4,417,313 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allworth Financial LP | -681,746 | -20.9% | 2,575,681 |
| 49 WEALTH MANAGEMENT, LLC | -358,957 | -78.1% | 100,937 |
| RHL GROUP, LLC | -228,420 | -56.5% | 175,981 |
| Torren Management, LLC | -165,651 | -64.4% | 91,748 |
| Savant Capital, LLC | -130,852 | -3.7% | 3,399,250 |
| Kestra Investment Management, LLC | -130,438 | -38.8% | 205,463 |
| CreativeOne Wealth, LLC | -121,992 | -86.0% | 19,847 |
| Farther Finance Advisors, LLC | -91,692 | -14.6% | 537,855 |
| Tassel Capital Management, Inc. | -51,633 | -7.6% | 626,620 |
| Sequoia Financial Advisors, LLC | -48,500 | -11.3% | 380,842 |
| Mariner, LLC | -47,520 | -16.8% | 235,345 |
| SJS Investment Consulting Inc. | -46,005 | -23.9% | 146,198 |
| EverSource Wealth Advisors, LLC | -43,686 | -42.1% | 60,130 |
| SAX WEALTH ADVISORS, LLC | -42,320 | -21.8% | 152,212 |
| HFG Wealth Management, LLC | -38,636 | -34.0% | 75,050 |
| WEALTHSPAN PARTNERS, LLC | -34,025 | -19.1% | 144,142 |
| INTEGRITY ALLIANCE, LLC. | -31,854 | -8.5% | 341,391 |
| Blume Capital Management, Inc. | -29,049 | -6.4% | 427,481 |
| Factor Wealth Management LTD | -26,769 | -44.9% | 32,847 |
| Hutchens & Kramer Investment Manage | -24,783 | -35.6% | 44,778 |