DIMENSIONAL CORE FIXED INC (DFCF) Institutional Ownership Changes & 13F Activity

DIMENSIONAL CORE FIXED INC (DFCF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Susquehanna International Group, Llp, 49 Wealth Management, Llc, Envestnet Asset Management Inc, and Action Point Financial Planning, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+218,744+23.2%1,163,243$49.10MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,301+14.0%34,952$1.48MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+79,256+93.5%163,979$6.92MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-15,561-5.0%297,099$12.54MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+535+3.3%16,687$704.36KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+818,316+280.6%1,109,928$46.85MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+24,452+10.4%260,046$10.98MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+5,473—5,473$231.00KQ2 2026Aug 20, 2026
Vermillion & White Wealth Management Group, LlcBuy+105,558+35.0%407,548$17.26MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+9,290+10.8%95,370$4.03MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+5,211—5,211$219.96KQ2 2026Aug 19, 2026
49 Wealth Management, LlcSell-358,957-78.1%100,937$4.26MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+181,906+4.9%3,897,346$164.51MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+41,160+3.9%1,088,752$45.96MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+11,831+19.7%71,792$3.03MQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+3,204+6.1%55,955$2.36MQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+715,438—715,438$30.20MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+194,026+258.5%269,091$11.36MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+193,442+184.8%298,145$12.58MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+167,024+1333.0%179,554$7.58MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+142,690+35.8%541,118$22.84MQ2 2026Aug 14, 2026
Note Advisors, LlcBuy+102,597+21.5%579,174$24.45MQ2 2026Aug 14, 2026
Betterment LlcBuy+95,395+7.6%1,351,950$57.07MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+80,522+7.6%1,145,551$48.35MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+76,659+9.7%866,442$36.57MQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+68,402+13.4%576,998$24.36MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+63,376+1180.0%68,747$2.91MQ2 2026Aug 14, 2026
Babb Wealth Advisors LlcBuy+39,663+8.6%502,526$21.21MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+38,923+10.1%423,743$17.89MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+17,114+14.9%131,809$5.56MQ2 2026Aug 14, 2026
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Frequently asked questions about DFCF activity

  • Which institutional owners are buying DFCF?

    Institutional owners buying DFCF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFCF activity?

    "Buy" means an investor increased their reported position in DFCF compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL CORE FIXED INC (DFCF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFCF increasing?

    Institutional interest in DFCF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.