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DFCF · Dimensional Core Fixed Income ETF ETF

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$41.41 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $62,226,022
Total Shares: 1,474,201

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 4 13F filers · Δ vs Sep 30, 2023
Top Holder
75.3%
Dec 2021 → Jun 2026 · range 8.7% – 75.3%
+47.0 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 34.7% – 100.0%
+39.7 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 53.6% – 100.0%
+27.6 pts
HHI
6,016
Dec 2021 → Jun 2026 · range 441 – 6,016
Highly concentrated+4,760

Quarterly Activity

vs Sep 30, 2023
New
2
Increased
2
Decreased
0
Sold Out
101
Unchanged
0
Holder count: -99
Institutional value: -95.6%
Shares held: -95.8%

Top Buyers

vs Sep 30, 2023
Institution Added Now Holds Open
CITADEL ADVISORS LLC +1,004,988 1,109,928
Parkside Financial Bank & Trust +7,665 16,687

Top Sellers

vs Sep 30, 2023
No qualifying movers this quarter.

Top New Positions

vs Sep 30, 2023
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 260,046 $10,976,541
Schulz Wealth, LTD. 87,540 $3,695,063

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
Truepoint, Inc. 9,915,957 $400,307,184
HBK Sorce Advisory LLC 6,420,017 $259,176,086
Beaird Harris Wealth Management, LLC 2,290,899 $92,483,592
PATHSTONE FAMILY OFFICE, LLC 1,318,428 $53,224,938
Vestmark Advisory Solutions, Inc. 1,199,037 $48,405,123
Filter: New 2 Increased 2 Reduced 0 Sold out 101 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC DFCF $46,850,060 75.29% 1,109,928
Corient Private Wealth LLC DFCF $10,976,541 17.64% 260,046
Schulz Wealth, LTD. DFCF $3,695,063 5.94% 87,540
Parkside Financial Bank & Trust DFCF $704,358 1.13% 16,687