Who Owns DFA CORE FIXED INCOME ETF (DFCF)? -- Institutional Holders (2026-06-30)

534 institutions reported holding $8.58B of DFA CORE FIXED INCOME ETF (DFCF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Truepoint, Inc. ($568.9M), PRUDENTIAL FINANCIAL INC ($543.5M), FACTORY MUTUAL INSURANCE CO ($426.1M), Petersen Hastings Wealth Advisors Inc. ($207.6M), Apella Capital, LLC ($196.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Truepoint, Inc.$568.9M13.5MAdded
2PRUDENTIAL FINANCIAL INC$543.5M12.9MAdded
3FACTORY MUTUAL INSURANCE CO$426.1M10.1MAdded
4Petersen Hastings Wealth Advisors Inc.$207.6M4.9MAdded
5Apella Capital, LLC$196.1M4.7MAdded
6True Link Financial Advisors, LLC$187.2M4.4MAdded
7Elser Financial Planning, Inc$186.5M4.4MAdded
8Acropolis Investment Management, LLC$171.6M4.1MAdded
9Beacon Pointe Advisors, LLC$164.5M3.9MAdded
10Great Waters Wealth Management$161.8M3.8MAdded
11Root Financial Partners, LLC$161.8M3.8MAdded
12Vise Technologies, Inc.$155.3M3.7MAdded
13OneDigital Investment Advisors LLC$146.7M3.5MAdded
14F/m Investments LLC$144.1M3.4MAdded
15Savant Capital, LLC$143.5M3.4MTrimmed
16Beaird Harris Wealth Management, LLC$139.1M3.3MAdded
17DiNuzzo Private Wealth, Inc.$116.4M2.8MAdded
18PHILLIPS FINANCIAL MANAGEMENT, LLC$109.7M2.6MAdded
19Allworth Financial LP$108.7M2.6MTrimmed
20COMMONWEALTH EQUITY SERVICES, LLC$89.8M2.1MAdded
21Stratos Investment Management, LLC$87.4M2.1MAdded
22WPWealth LLP$86.9M2.1MAdded
23Core Wealth Management, Inc.$79.5M1.9MAdded
24HighTower Advisors, LLC$75.4M1.8MAdded
25Rather & Kittrell, Inc.$72.6M1.7MAdded

Source: SEC Form 13F filings · as of 2026-06-30