Dimensional Core Fixed Income

DFCF • ARCA

Dimensional Core Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 401 institutional investors hold shares in this ETF, with total holdings valued at $5.7B. Truepoint, Inc. is the largest holder with a position valued at $514.1M.

Overview

Overview of institutional ownership in DFCF as of Q3 2025

All Institutions

Institutions: 401
Value Held: $5.7B
Shares Held: 132.5M
Avg Position: $14.1M
Median Position: $3.4M

Hedge Funds

Hedge Funds: 4
Value Held: $63.6M
Shares Held: 1.5M
Avg Position: $15.9M
Median Position: $8.8M

Biggest Investors

Institutions with the largest positions in DFCF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Truepoint, Inc. RIA/Wealth	Michael Jay Chasnoff CEO	$514.1M 11.96% of portfolio	12.0M shares	Q3 2022 Held for 3y 3m	$4.3B
PRUDENTIAL FINANCIAL INC Institution	Andrew F. Sullivan CEO	$445.8M 0.53% of portfolio	10.4M shares	Q3 2025 Held for 3 months	$84.1B
F FACTORY MUTUAL INSURANCE CO Institution	-	$194.1M 1.89% of portfolio	4.5M shares	Q3 2024 Held for 1y 3m	$10.3B
T True Link Financial Advisors, LLC Institution	-	$145.9M 9.39% of portfolio	3.4M shares	Q2 2025 Held for 6 months	$1.6B
Beaird Harris Wealth Management, LLC RIA/Wealth	David Gregory Herro Chairman	$134.9M 9.57% of portfolio	3.2M shares	Q1 2023 Held for 2y 9m	$1.4B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$123.7M 1.29% of portfolio	2.9M shares	Q2 2023 Held for 2y 6m	$9.6B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$122.4M 0.65% of portfolio	2.9M shares	Q1 2023 Held for 2y 9m	$18.9B
Great Waters Wealth Management RIA/Wealth	Michael Joseph Palumbo CEO	$118.0M 13.94% of portfolio	2.8M shares	Q4 2022 Held for 3 years	$846.4M
Hemington Wealth Management RIA/Wealth	Jennifer Lake Dawson Managing Partner	$113.9M 16.26% of portfolio	2.7M shares	Q4 2023 Held for 2 years	$700.6M
PHILLIPS FINANCIAL MANAGEMENT, LLC RIA/Wealth	Erin Elizabeth Martin Managing Partner	$101.3M 6.69% of portfolio	2.4M shares	Q1 2022 Held for 3y 9m	$1.5B

Net Capital Flow

Institutional buying and selling activity for DFCF in Q3 2025

Traded: +$848.6M
Buyers: 281
Sellers: 110
Total Bought: +$1.0B
Total Sold: −$190.3M
Avg Position: $13.5M

Biggest Buyers

Institution	Net Bought	Current Position
PRUDENTIAL FINANCIAL INC Institution	+$445.8M +10.4M shares	$445.8M 10.4M shares
F FACTORY MUTUAL INSURANCE CO Institution	+$74.6M +1.7M shares	$194.1M 4.5M shares
R Root Financial Partners, LLC RIA/Wealth	+$30.1M +702.8K shares	$87.9M 2.1M shares
V Vise Technologies, Inc. Institution	+$28.0M +655.2K shares	$28.0M 655.2K shares
T True Link Financial Advisors, LLC Institution	+$25.2M +589.4K shares	$145.9M 3.4M shares
Truepoint, Inc. RIA/Wealth	+$21.8M +509.2K shares	$514.1M 12.0M shares
Savant Capital, LLC RIA/Wealth	+$20.9M +487.7K shares	$122.4M 2.9M shares
Fundamentun, LLC RIA/Wealth	+$15.5M +363.6K shares	$78.6M 1.8M shares
Tassel Capital Management, Inc. RIA/Wealth	+$15.5M +362.3K shares	$26.8M 627.5K shares
PHILLIPS FINANCIAL MANAGEMENT, LLC RIA/Wealth	+$14.2M +332.8K shares	$101.3M 2.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
Sequoia Financial Advisors, LLC RIA/Wealth	−$99.7M −2.3M shares	$23.4M 546.4K shares
Integrated Wealth Concepts LLC RIA/Wealth	−$9.0M −210.8K shares	$12.0M 279.6K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$8.8M −205.6K shares	$11.6M 272.1K shares
C Concord Asset Management, LLC/VA RIA/Wealth	−$7.7M −182.5K shares	Sold Off 0 shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$5.4M −127.9K shares	Sold Off 0 shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$5.0M −116.2K shares	$13.9M 323.9K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	−$4.9M −115.2K shares	$10.8M 252.4K shares
J JANE STREET GROUP, LLC Institution	−$4.9M −115.2K shares	$4.4M 103.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$4.6M −108.6K shares	Sold Off 0 shares
AE Wealth Management LLC RIA/Wealth	−$4.0M −94.2K shares	$22.5M 526.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFCF in Q3 2025

New Positions: 24
New Value: $500.2M
Exited Positions: 19
Exited Value: $29.0M

New Positions

Institution	Position Value
PRUDENTIAL FINANCIAL INC Institution	$445.8M 10.4M shares
V Vise Technologies, Inc. Institution	$28.0M 655.2K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$7.6M 177.1K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$7.6M 177.1K shares
AlphaStar Capital Management, LLC RIA/Wealth	$3.2M 74.0K shares
International Private Wealth Advisors LLC RIA/Wealth	$2.5M 59.2K shares
Foundations Investment Advisors, LLC RIA/Wealth	$1.4M 32.5K shares
Dentgroup LLC RIA/Wealth	$675.2K 15.8K shares
Miracle Mile Advisors, LLC RIA/Wealth	$546.9K 12.8K shares
We Are One Seven, LLC RIA/Wealth	$403.8K 9.4K shares

Exited Positions

Institution	Previous Position
C Concord Asset Management, LLC/VA RIA/Wealth	$7.7M 182.5K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$5.4M 127.9K shares
SRS Capital Advisors, Inc. RIA/Wealth	$4.6M 108.6K shares
NORTHERN TRUST CORP Institution	$2.7M 64.1K shares
Arkadios Wealth Advisors RIA/Wealth	$2.6M 60.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.2M 51.1K shares
Main Street Financial Solutions, LLC RIA/Wealth	$1.1M 25.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$754.7K 17.9K shares
D DDD Partners, LLC Institution	$442.9K 10.5K shares
Eqis Capital Management, Inc. RIA/Wealth	$339.5K 8.0K shares

Options Activity

Institutions with the largest Call and Put options positions in DFCF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFCF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Core Wealth Management, Inc. RIA/Wealth	Todd M Schanel President	22.47% $69.8M	1.6M shares	Q4 2022 Held for 3 years	$310.6M
Tassel Capital Management, Inc. RIA/Wealth	William Boroughs Ertel President	17.22% $26.8M	627.5K shares	Q4 2024 Held for 1 year	$155.8M
Hemington Wealth Management RIA/Wealth	Jennifer Lake Dawson Managing Partner	16.26% $113.9M	2.7M shares	Q4 2023 Held for 2 years	$700.6M
Wolfstich Capital, LLC RIA/Wealth	Theodore John Wolfstich Managing Partner	15.59% $7.6M	178.7K shares	Q4 2024 Held for 1 year	$49.0M
Creative Capital Management Investments LLC RIA/Wealth	Brian William Matter CCO	15.31% $47.9M	1.1M shares	Q4 2022 Held for 3 years	$312.9M
Grunden Financial Advisory, Inc. RIA/Wealth	Ricky Lee Grunden CEO	14.20% $34.9M	816.8K shares	Q4 2023 Held for 2 years	$246.0M
ASSET PLANNING CORPORATION RIA/Wealth	Joseph Ottaviano President	14.06% $28.9M	675.3K shares	Q2 2023 Held for 2y 6m	$205.3M
Great Waters Wealth Management RIA/Wealth	Michael Joseph Palumbo CEO	13.94% $118.0M	2.8M shares	Q4 2022 Held for 3 years	$846.4M
WPWealth LLP RIA/Wealth	Toby James Cotton Partner	13.75% $83.9M	2.0M shares	Q4 2022 Held for 3 years	$610.6M
B BCO Wealth Management LLC RIA/Wealth	John Milo Overstreet Managing Partner	13.23% $20.0M	467.4K shares	Q4 2024 Held for 1 year	$151.1M

Hedge Fund Spotlight

Discover hedge funds investing in DFCF

WINEBRENNER CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEarl George Winebrenner

Portfolio Value: $137.9M
Positions: 133
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional Core Fixed Income

Market Value: $6.4M
Shares Held: 150.3K
Portfolio Weight: 4.66%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$6.4M	4.66%
2 Nvidia NVDA	Semiconductors Technology	$6.3M	4.58%
3 Pacer Pacific Asset Floating Rate High Income FLRT	ETF ETF	$5.6M	4.08%

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