Security record · archived quarter
DFCF
Dimensional - Core Fixed Income ETF · Financial Services · Asset Management - Bonds
40Tracked holders
+4Δ holders
23.02MShares held
$971.95MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +14.3% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 10.82M | +14.5% | $457.02M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.80M | +42.7% | $75.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 1.76M | +4.5% | $74.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.12M | +2.6% | $47.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.07M | +14.0% | $44.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 944.50K | +44.5% | $39.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | JPMorgan Chase ✦ | 561.32K | +11.3% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 552.14K | -3.0% | $23.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 398.43K | -21.7% | $16.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 384.82K | +42.8% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 369.05K | +12.0% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 329.84K | +7.5% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 325.47K | +1.7% | $13.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 291.61K | +224.0% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 282.87K | 0.0% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Corient Private Wealth LP | 235.59K | -50.6% | $9.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 222.40K | +276.6% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 215.28K | +2.5% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 102.56K | +1.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | UBS AM, a distinct business unit of… | 87.04K | New | $3.67M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 86.08K | +398.1% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 67.33K | New | $2.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 38.32K | +9.4% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 36.11K | +9.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 31.71K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 24.91K | +1.5% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 17.46K | New | $737,035 | 0.0% | New | 1 | SEC ↗ |
| 29 | Sei Investments Co | 14.41K | +55.8% | $608,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.45K | +42.4% | $525,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 11.88K | +3.5% | $502,995 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 5.37K | +125.9% | $224,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.88K | New | $206,245 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.74K | +35.2% | $115,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 2.56K | -27.5% | $108,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS Group AG | 1.72K | New | $72,661 | 0.0% | New | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.16K | -44.9% | $48,953 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Pnc Financial Services Group, Inc. | 167 | New | $7,051 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 99 | -99.3% | $4,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 88 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $3.67M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| Jane Street Group, Llc | $737,035 | 0.0% |
| AQR Capital Management | $206,245 | 0.0% |
| UBS Group AG | $72,661 | 0.0% |
| Pnc Financial Services Group… | $7,051 | 0.0% |
Exited
| Goldman Sachs Group | $1.57M | was 0.0% |
| Financial Engines Advisors… | $268,426 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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