DFCF
Dimensional - Core Fixed Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow -2.9% ·
net new positions -2.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 9.46M | n/a | $402.50M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 1.69M | n/a | $71.89M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.26M | n/a | $53.63M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.09M | n/a | $46.37M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 934.51K | n/a | $39.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 793.65K | n/a | $33.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Envestnet Asset Management Inc | 653.60K | n/a | $27.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 569.12K | n/a | $24.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 508.82K | n/a | $21.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 504.16K | -43.8% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Corient Private Wealth LP | 476.67K | n/a | $20.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 329.38K | n/a | $14.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 319.94K | n/a | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 306.72K | n/a | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 282.82K | n/a | $12.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 269.45K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Focus Partners Wealth | 210.01K | n/a | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 101.24K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 90.00K | -65.4% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 59.05K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 36.80K | -13.5% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 35.02K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 32.88K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 24.55K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 17.28K | n/a | $735,555 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 13.57K | n/a | $577,391 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | National Bank Of Canada /Fi/ | 11.48K | n/a | $488,748 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Sei Investments Co | 9.25K | n/a | $393,630 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 8.74K | n/a | $372,061 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 6.31K | n/a | $268,426 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 3.54K | n/a | $150,492 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 2.38K | n/a | $101,208 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.10K | +27.6% | $89,596 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 2.03K | n/a | $86,269 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 88 | n/a | $3,703 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $1.19M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 476 holders, 177.22M shares, $7.23B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.