DIMENSIONAL CORE FIXED INC (DFCF) Institutional Shareholders
DIMENSIONAL CORE FIXED INC (DFCF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.54B in DFCF holdings during the latest filing period.
Truepoint, Inc. is currently the largest disclosed institutional shareholder of DFCF tracked by InsiderSet, reporting ownership valued at approximately $568.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $559.30M, representing an estimated loss of -1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed DFCF value among the investors covered in this analysis. Major shareholders include Truepoint, Inc., Prudential Financial Inc, Factory Mutual Insurance Co, and several other long-term asset managers with concentrated positions in DIMENSIONAL CORE FIXED INC (DFCF).
This page ranks the largest institutional DFCF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
485
Total Reported Value
$7.54B
Largest Holder
Truepoint, Inc.
Largest Position
$568.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truepoint, Inc. | 11.87% | 13,477,146 | $568,870,314 | $559,301,559 | -$9,568,755 | -1.68% | |
| Prudential Financial Inc | 0.56% | 10,824,713 | $457,019,383 | $449,225,590 | -$7,793,794 | -1.71% | |
| Factory Mutual Insurance Co | 4.00% | 10,093,835 | $426,060,775 | $418,894,153 | -$7,166,623 | -1.68% | |
| Petersen Hastings Wealth Advisors Inc. | 17.42% | 4,918,874 | $207,625,665 | $204,133,271 | -$3,492,394 | -1.68% | |
| Apella Capital, Llc | 2.77% | 4,667,514 | $196,082,276 | $193,701,831 | -$2,380,445 | -1.21% | |
| Elser Financial Planning, Inc | 8.08% | 4,417,313 | $186,454,790 | $183,318,490 | -$3,136,301 | -1.68% | |
| Great Waters Wealth Management | 14.99% | 3,833,555 | $161,814,375 | $159,092,533 | -$2,721,843 | -1.68% | |
| Root Financial Partners, Llc | 6.29% | 3,833,356 | $161,805,936 | $159,084,274 | -$2,721,662 | -1.68% | |
| Beacon Pointe Advisors, Llc | 0.83% | 3,715,440 | $156,865,887 | $154,190,760 | -$2,675,127 | -1.71% | |
| Savant Capital, Llc | 0.72% | 3,530,102 | $149,040,902 | $146,499,233 | -$2,541,669 | -1.71% | |
| Acropolis Investment Management, Llc | 6.50% | 3,471,236 | $146,555,566 | $144,056,294 | -$2,499,272 | -1.71% | |
| Onedigital Investment Advisors Llc | 1.38% | 3,337,866 | $140,924,693 | $138,521,439 | -$2,403,254 | -1.71% | |
| Beaird Harris Wealth Management, Llc | 8.72% | 3,296,316 | $139,137,509 | $136,797,114 | -$2,340,395 | -1.68% | |
| Allworth Financial Lp | 0.56% | 3,257,427 | $137,528,552 | $135,183,221 | -$2,345,332 | -1.71% | |
| F/M Investments Llc | 8.51% | 3,036,000 | $128,179,920 | $125,994,000 | -$2,185,920 | -1.71% | |
| Dinuzzo Private Wealth, Inc. | 11.51% | 2,757,601 | $116,398,356 | $114,440,442 | -$1,957,915 | -1.68% | |
| Phillips Financial Management, Llc | 7.74% | 2,526,277 | $106,659,422 | $104,840,496 | -$1,818,927 | -1.71% | |
| Vise Technologies, Inc. | 2.05% | 2,458,323 | $104,626,243 | $102,020,405 | -$2,605,839 | -2.49% | |
| Commonwealth Equity Services, Llc | 0.11% | 2,127,154 | $89,787,164 | $88,276,891 | -$1,510,273 | -1.68% | |
| Stratos Investment Management, Llc | 3.38% | 1,998,392 | $84,372,141 | $82,933,268 | -$1,438,873 | -1.71% | |
| Wpwealth Llp | 12.89% | 1,997,307 | $84,326,311 | $82,888,241 | -$1,438,071 | -1.71% | |
| Core Wealth Management, Inc. | 22.35% | 1,884,045 | $79,525,547 | $78,187,868 | -$1,337,680 | -1.68% | |
| Hightower Advisors, Llc | 0.08% | 1,764,554 | $74,499,426 | $73,228,991 | -$1,270,435 | -1.71% | |
| Rather & Kittrell, Inc. | 10.38% | 1,593,287 | $67,268,576 | $66,121,411 | -$1,147,166 | -1.71% | |
| Market Street Wealth Management Advisors Llc | 9.56% | 1,592,020 | $67,199,156 | $66,068,830 | -$1,130,326 | -1.68% | |
| Creative Capital Management Investments Llc | 14.56% | 1,495,183 | $63,111,684 | $62,050,095 | -$1,061,590 | -1.68% | |
| Graves Light Lenhart Wealth, Inc. | 5.44% | 1,382,349 | $58,348,951 | $57,367,484 | -$981,468 | -1.68% | |
| Geowealth Management, Llc | 1.83% | 1,380,920 | $58,288,713 | $57,308,180 | -$980,533 | -1.68% | |
| Pathstone Holdings, Llc | 0.23% | 1,369,394 | $57,815,808 | $56,829,851 | -$985,957 | -1.71% | |
| Rw Investment Management Llc | 5.07% | 1,241,844 | $52,430,643 | $51,536,526 | -$894,117 | -1.71% | |
| Strathmore Capital Advisors, Inc. | 14.43% | 1,203,591 | $51,068,373 | $49,949,027 | -$1,119,347 | -2.19% | |
| Heffernan Advisory, Inc | 40.58% | 1,148,842 | $48,492,621 | $47,676,943 | -$815,678 | -1.68% | |
| Lpl Financial Llc | 0.01% | 1,117,650 | $47,187,169 | $46,382,475 | -$804,694 | -1.71% | |
| Raymond James Financial Inc | 0.01% | 1,065,029 | $44,965,529 | $44,198,704 | -$766,826 | -1.71% | |
| Pure Financial Advisors, Llc | 0.63% | 1,047,592 | $44,229,353 | $43,475,068 | -$754,285 | -1.71% | |
| Hbk Sorce Advisory Llc | 0.86% | 993,619 | $42,159,258 | $41,235,189 | -$924,070 | -2.19% | |
| Envestnet Asset Management Inc | 0.01% | 944,499 | $39,876,761 | $39,196,709 | -$680,053 | -1.71% | |
| Ullmann Wealth Partners Group, Llc | 4.01% | 914,363 | $38,604,399 | $37,946,065 | -$658,335 | -1.71% | |
| Great Oak Capital Partners, Llc | 8.07% | 893,243 | $37,346,470 | $37,069,585 | -$276,886 | -0.74% | |
| Tencap Wealth Coaching, Llc | 11.39% | 850,105 | $35,913,017 | $35,279,358 | -$633,660 | -1.76% | |
| Aspen Capital Management, Llc | 8.60% | 823,112 | $34,751,796 | $34,159,148 | -$592,648 | -1.71% | |
| Royal Bank Of Canada | 0.01% | 789,783 | $33,345,000 | $32,775,995 | -$569,006 | -1.71% | |
| Hfm Investment Advisors, Llc | 12.80% | 788,499 | $33,290,470 | $32,722,709 | -$567,762 | -1.71% | |
| Focus Partners Advisor Solutions, Llc | 0.32% | 757,924 | $31,999,227 | $31,453,846 | -$545,381 | -1.70% | |
| Hiley Hunt Wealth Management | 12.63% | 757,059 | $31,955,469 | $31,417,949 | -$537,521 | -1.68% | |
| Dynamic Advisor Solutions Llc | 0.88% | 735,680 | $31,053,046 | $30,530,720 | -$522,326 | -1.68% | |
| Trunorth Capital Management, Llc | 4.97% | 733,429 | $30,958,040 | $30,437,304 | -$520,737 | -1.68% | |
| Parkshore Wealth Management, Inc. | 10.34% | 732,420 | $30,922,792 | $30,395,430 | -$527,362 | -1.71% | |
| Davenport & Co Llc | 0.16% | 728,519 | $30,750,772 | $30,233,539 | -$517,234 | -1.68% | |
| Liberty Wealth Management Llc | 3.60% | 681,228 | $28,775,232 | $28,270,962 | -$504,270 | -1.75% |
Frequently asked questions about DFCF
Who owns the most DFCF stock?
The largest holders of DFCF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL CORE FIXED INC (DFCF).
Is DFCF widely held by superinvestors?
Many widely followed stocks like DFCF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFCF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.