Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL CORE FIXED

Institutional ownership of DIMENSIONAL CORE FIXED (CUSIP 25434V872) - who holds it, how concentrated it is, and what moved last quarter.

$5.8M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $5.8M of DIMENSIONAL CORE FIXED positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$5.8M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V872 · Q4 2025 $6M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $5.8M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - DIMENSIONAL CORE FIXED's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL CORE FIXED position has held steady from 2 to 2 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding DIMENSIONAL CORE FIXED, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 136,581 $5.8M 99.7%
2 Strategic Investment Solutions, Inc. /IL 346 $15K 0.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL CORE FIXED's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $5.8M
Strategic Investment Solutions, Inc. /IL $15K

Complete exits (6)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Vermillion & White Wealth Management Group, LLC exited
CIBC Bancorp USA Inc. exited
Ariadne Wealth Management, LP exited
Cherry Tree Wealth Management, LLC exited
TCFG WEALTH MANAGEMENT, LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONAL CORE FIXED?▼
DIMENSIONAL CORE FIXED is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSIONAL CORE FIXED?▼
Institutions report $5.8M of DIMENSIONAL CORE FIXED as of Q4 2025.
How concentrated is ownership of DIMENSIONAL CORE FIXED?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL CORE FIXED, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of DIMENSIONAL CORE FIXED?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of DIMENSIONAL CORE FIXED with $5.8M across 136,581 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.