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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +218,744 | +23.2% | 1,163,243 | $49.10M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +4,301 | +14.0% | 34,952 | $1.48M | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +79,256 | +93.5% | 163,979 | $6.92M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -15,561 | -5.0% | 297,099 | $12.54M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +535 | +3.3% | 16,687 | $704.36K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +818,316 | +280.6% | 1,109,928 | $46.85M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +24,452 | +10.4% | 260,046 | $10.98M | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Buy | +5,473 | — | 5,473 | $231.00K | Q2 2026 | Aug 20, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +105,558 | +35.0% | 407,548 | $17.26M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +9,290 | +10.8% | 95,370 | $4.03M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +5,211 | — | 5,211 | $219.96K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Sell | -358,957 | -78.1% | 100,937 | $4.26M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +181,906 | +4.9% | 3,897,346 | $164.51M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +41,160 | +3.9% | 1,088,752 | $45.96M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +11,831 | +19.7% | 71,792 | $3.03M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +3,204 | +6.1% | 55,955 | $2.36M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +715,438 | — | 715,438 | $30.20M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +194,026 | +258.5% | 269,091 | $11.36M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +193,442 | +184.8% | 298,145 | $12.58M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +167,024 | +1333.0% | 179,554 | $7.58M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +142,690 | +35.8% | 541,118 | $22.84M | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Buy | +102,597 | +21.5% | 579,174 | $24.45M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +95,395 | +7.6% | 1,351,950 | $57.07M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +80,522 | +7.6% | 1,145,551 | $48.35M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +76,659 | +9.7% | 866,442 | $36.57M | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +68,402 | +13.4% | 576,998 | $24.36M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +63,376 | +1180.0% | 68,747 | $2.91M | Q2 2026 | Aug 14, 2026 |
| Babb Wealth Advisors Llc | Buy | +39,663 | +8.6% | 502,526 | $21.21M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +38,923 | +10.1% | 423,743 | $17.89M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +17,114 | +14.9% | 131,809 | $5.56M | Q2 2026 | Aug 14, 2026 |
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.