Institutional Ownership Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF). We have compiled data on the 429 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $5.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
11,512,852
shares
|
$496 Million
12.43% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,037,152
shares
|
$131 Million
10.8% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,823,753
shares
|
$122 Million
8.26% of portfolio
|
Q2 2025
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,793,770
shares
|
$120 Million
1.31% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
2,758,948
shares
|
$119 Million
13.94% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,712,518
shares
|
$117 Million
1.37% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
2,664,224
shares
|
$115 Million
14.81% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,374,378
shares
|
$102 Million
0.65% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,370,174
shares
|
$102 Million
7.01% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,306,121
shares
|
$99.4 Million
2.31% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
2,244,402
shares
|
$96.8 Million
13.77% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,887,341
shares
|
$81.4 Million
14.38% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
1,632,082
shares
|
$70.4 Million
22.47% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,532,461
shares
|
$66.1 Million
1.97% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,474,842
shares
|
$63.6 Million
3.15% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,440,685
shares
|
$62.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,407,623
shares
|
$60.7 Million
10.52% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,380,163
shares
|
$59.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,352,097
shares
|
$58.3 Million
5.52% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,324,041
shares
|
$57.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$56.8 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,239,496
shares
|
$53.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,162,317
shares
|
$50.1 Million
10.86% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,120,518
shares
|
$48.3 Million
17.8% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,094,129
shares
|
$47.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.34%
|