DFCF Institutional Ownership & Shareholders
DIMENSIONAL CORE FIXED INC (DFCF) is currently held by 501 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $551.35M, representing an estimated loss of -3.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% 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
501
Total Reported Value
$8.43B
Largest Holder
Truepoint, Inc.
Largest Position
$568.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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 | $551,350,043 | -$17,520,271 | -3.08% | |
| Prudential Financial Inc | 0.59% | 12,875,670 | $543,482,031 | $526,743,660 | -$16,738,371 | -3.08% | |
| Factory Mutual Insurance Co | 3.61% | 10,093,835 | $404,964,660 | $412,938,790 | +$7,974,130 | +1.97% | |
| Hb Wealth Management, Llc | 1.94% | 9,397,248 | $377,017,609 | $384,441,416 | +$7,423,807 | +1.97% | |
| Petersen Hastings Wealth Advisors Inc. | 17.20% | 5,197,657 | $208,530,008 | $212,636,148 | +$4,106,140 | +1.97% | |
| Apella Capital, Llc | 2.59% | 5,086,367 | $204,370,236 | $208,083,274 | +$3,713,038 | +1.82% | |
| True Link Financial Advisors, Llc | 10.72% | 4,646,350 | $186,411,562 | $190,082,178 | +$3,670,616 | +1.97% | |
| Acropolis Investment Management, Llc | 6.97% | 4,323,310 | $173,451,189 | $176,866,612 | +$3,415,423 | +1.97% | |
| Great Waters Wealth Management | 15.31% | 4,243,092 | $170,232,861 | $173,584,894 | +$3,352,033 | +1.97% | |
| Beacon Pointe Advisors, Llc | 0.77% | 3,897,346 | $164,506,958 | $159,440,425 | -$5,066,533 | -3.08% | |
| Vise Technologies, Inc. | 1.33% | 3,980,526 | $159,698,719 | $162,843,319 | +$3,144,600 | +1.97% | |
| Elser Financial Planning, Inc | 6.67% | 3,800,199 | $152,464,002 | $155,466,141 | +$3,002,139 | +1.97% | |
| Onedigital Investment Advisors Llc | 1.24% | 3,476,475 | $146,742,012 | $142,222,592 | -$4,519,420 | -3.08% | |
| F/M Investments Llc | 7.32% | 3,413,260 | $144,073,705 | $139,636,467 | -$4,437,238 | -3.08% | |
| Savant Capital, Llc | 0.42% | 3,399,250 | $143,474,208 | $139,063,318 | -$4,410,891 | -3.07% | |
| Beaird Harris Wealth Management, Llc | 8.72% | 3,296,316 | $139,137,509 | $134,852,288 | -$4,285,221 | -3.08% | |
| Phillips Financial Management, Llc | 9.14% | 2,976,878 | $119,432,345 | $121,784,079 | +$2,351,734 | +1.97% | |
| Dinuzzo Private Wealth, Inc. | 11.69% | 2,932,332 | $117,645,141 | $119,961,702 | +$2,316,561 | +1.97% | |
| Allworth Financial Lp | 0.46% | 2,575,681 | $108,719,478 | $105,371,110 | -$3,348,368 | -3.08% | |
| Stratos Investment Management, Llc | 3.16% | 2,069,549 | $87,355,701 | $84,665,250 | -$2,690,451 | -3.08% | |
| Wpwealth Llp | 12.90% | 2,059,749 | $86,941,991 | $84,264,332 | -$2,677,659 | -3.08% | |
| Core Wealth Management, Inc. | 21.88% | 1,830,399 | $73,435,591 | $74,881,623 | +$1,446,032 | +1.97% | |
| Rather & Kittrell, Inc. | 10.15% | 1,719,977 | $72,600,271 | $70,364,259 | -$2,236,012 | -3.08% | |
| Creative Capital Management Investments Llc | 14.69% | 1,623,748 | $65,144,784 | $66,427,531 | +$1,282,747 | +1.97% | |
| Trunorth Capital Management, Llc | 9.80% | 1,565,856 | $62,822,150 | $64,059,169 | +$1,237,019 | +1.97% | |
| Graves Light Lenhart Wealth, Inc. | 5.79% | 1,542,137 | $61,870,525 | $63,088,825 | +$1,218,300 | +1.97% | |
| Geowealth Management, Llc | 1.83% | 1,380,920 | $58,288,713 | $56,493,437 | -$1,795,276 | -3.08% | |
| Pathstone Holdings, Llc | 0.23% | 1,369,394 | $57,815,808 | $56,021,909 | -$1,793,899 | -3.10% | |
| Betterment Llc | 0.10% | 1,351,950 | $57,066,000 | $55,308,274 | -$1,757,726 | -3.08% | |
| Lpl Financial Llc | 0.01% | 1,275,520 | $53,839,679 | $52,181,523 | -$1,658,156 | -3.08% | |
| Rw Investment Management Llc | 4.66% | 1,256,426 | $53,033,756 | $51,400,388 | -$1,633,368 | -3.08% | |
| Strathmore Capital Advisors, Inc. | 14.06% | 1,254,034 | $52,230,504 | $51,302,531 | -$927,973 | -1.78% | |
| Envestnet Asset Management Inc | 0.01% | 1,163,243 | $49,100,475 | $47,588,271 | -$1,512,204 | -3.08% | |
| Raymond James Financial Inc | 0.01% | 1,145,551 | $48,353,717 | $46,864,491 | -$1,489,226 | -3.08% | |
| Parkshore Wealth Management, Inc. | 12.27% | 1,203,791 | $48,296,090 | $49,247,090 | +$951,000 | +1.97% | |
| Citadel Advisors Llc | 0.03% | 1,109,928 | $46,850,061 | $45,407,154 | -$1,442,907 | -3.08% | |
| Heffernan Advisory, Inc | 31.28% | 1,160,813 | $46,571,818 | $47,488,860 | +$917,042 | +1.97% | |
| Pure Financial Advisors, Llc | 0.58% | 1,088,752 | $45,956,234 | $44,540,844 | -$1,415,390 | -3.08% | |
| Hbk Sorce Advisory Llc | 0.80% | 979,852 | $40,957,826 | $40,085,745 | -$872,081 | -2.13% | |
| Focus Partners Advisor Solutions, Llc | 0.35% | 964,946 | $40,730,399 | $39,475,941 | -$1,254,458 | -3.08% | |
| Commonwealth Equity Services, Llc | 0.05% | 995,921 | $39,956,369 | $40,743,128 | +$786,759 | +1.97% | |
| Ullmann Wealth Partners Group, Llc | 3.42% | 949,865 | $38,108,574 | $38,858,977 | +$750,403 | +1.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 937,240 | $37,780,135 | $38,342,488 | +$562,353 | +1.49% | |
| Great Oak Capital Partners, Llc | 8.07% | 893,243 | $37,346,470 | $36,542,571 | -$803,899 | -2.15% | |
| Annandale Capital, Llc | 5.53% | 884,325 | $37,327,000 | $36,177,736 | -$1,149,264 | -3.08% | |
| Sns Financial Group, Llc | 0.71% | 873,444 | $36,868,071 | $35,732,594 | -$1,135,477 | -3.08% | |
| Royal Bank Of Canada | 0.01% | 866,442 | $36,573,000 | $35,446,142 | -$1,126,858 | -3.08% | |
| Tencap Wealth Coaching, Llc | 11.39% | 850,105 | $35,913,017 | $34,777,796 | -$1,135,221 | -3.16% | |
| Meeder Advisory Services, Inc. | 1.30% | 842,494 | $35,561,672 | $34,466,430 | -$1,095,242 | -3.08% | |
| Bcr Wealth Strategies, Llc | 9.79% | 825,494 | $34,844,000 | $33,770,960 | -$1,073,040 | -3.08% |
Frequently asked questions about DFCF
Who are the largest institutional holders of DFCF?
The largest institutional holders of DFCF reported in the latest SEC Form 13F filings include Truepoint, Inc., Prudential Financial Inc, Factory Mutual Insurance Co, Hb Wealth Management, Llc, and Petersen Hastings Wealth Advisors Inc.. InsiderSet ranks institutional holders by their latest reported DFCF position.
What is DFCF institutional ownership?
This page tracks DFCF positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL CORE FIXED INC (DFCF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFCF?
InsiderSet currently tracks 501 institutional managers reporting DFCF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFCF shareholders.
How much DFCF stock do institutions own?
Institutional investment managers disclosed approximately $8.43B in DFCF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFCF institutional ownership last updated?
The latest DFCF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFCF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFCF position after the reporting date.
Are institutions buying or selling DFCF?
Institutional buying and selling can be analyzed by comparing DFCF positions across consecutive 13F reporting periods. InsiderSet's DFCF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFCF ownership changes.
How has DFCF institutional ownership changed over time?
InsiderSet tracks DFCF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.