Public ownership evidence

Dimensional Core Fixed Income ETF (DFCF) Ownership Disclosures

Read DFCF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Core Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
260,046
Value (USD)
$10,976,546
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFCF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFCF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28260,046$10,976,546None
Schulz Wealth, LTD.2026-06-302026-08-2787,540$3,695,063None
Kings Path Partners LLC2026-03-312026-08-22326,565$13,787,578None
Forefront Wealth Partners, LLC2026-06-302026-08-215,473$231,003None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-20407,548$17,258,692None
Kingsview Wealth Management, LLC2026-06-302026-08-205,211$219,956None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2095,370$4,025,577None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,897,346$164,506,958None
Orion Capital Management LLC2026-06-302026-08-19253$10,679None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-19100,937$4,260,542None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1855,955$2,361,851None
Corient Private Wealth LP2026-06-302026-08-18260,046$10,976,546None
Pure Financial Advisors, LLC2026-06-302026-08-181,088,752$45,956,234None
Equitable Holdings, Inc.2026-06-302026-08-1871,792$3,030,354None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,160$133,000None
Financial Plan, Inc.2026-06-302026-08-15576,998$24,355,082None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,098$46,347None
Note Advisors, LLC2026-06-302026-08-15579,174$24,446,935None
Synergy Investment Management, LLC2026-06-302026-08-151,675$70,702None
SEI INVESTMENTS CO2026-06-302026-08-1516,327$689,160None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,700$71,723None
Advisors Asset Management, Inc.2026-06-302026-08-153,898$164,535None
Vantage Point Financial LLC2026-06-302026-08-15134,866$5,692,688None
Mutual Advisors, LLC2026-06-302026-08-1513,638$575,660None
Advyzon Investment Management, LLC2026-06-302026-08-15158$6,669None
Advyzon Investment Management, LLC2026-06-302026-08-158,434$356,000None
Nemes Rush Group LLC2026-06-302026-08-152,345$98,973None
Daner Wealth Management, LLC2026-06-302026-08-15308,556$12,897,658None
ENTREWEALTH, LLC2026-06-302026-08-15121,171$5,050,414None
Babb Wealth Advisors LLC2026-06-302026-08-15502,526$21,211,642None
Tradewinds, LLC.2026-06-302026-08-151,561$3,588,889None
Invst, LLC2026-06-302026-08-1558,918$2,486,929None
Caerus Investment Advisors, LLC2026-06-302026-08-154,885$206,196None
Plotkin Financial Advisors, LLC2026-06-302026-08-156,963$293,908None
Foundations Investment Advisors, LLC2026-06-302026-08-1570,764$2,986,967None
Qube Research & Technologies Ltd2026-06-302026-08-1515,126$638,468None
IFG Advisory, LLC2026-06-302026-08-15179,554$7,578,984None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,596$362,837None
OSAIC HOLDINGS, INC.2026-06-302026-08-15196,460$8,292,572None
OSAIC HOLDINGS, INC.2026-06-302026-08-15336,062$14,186,803None
Betterment LLC2026-06-302026-08-151,351,950$57,066,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-15298,145$12,584,722None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15715,438$30,198,638None
Ancora Advisors LLC2026-06-302026-08-1556,936$2,403,287None
Ancora Advisors LLC2026-06-302026-08-151,200$50,652None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,431$60,433None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1579$3,336None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,774$74,895None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15323$13,634None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15126$5,318None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Schulz Wealth, LTD. ↗Kings Path Partners LLC ↗Forefront Wealth Partners, LLC ↗Vermillion & White Wealth Management Group, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗49 WEALTH MANAGEMENT, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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