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 424 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
11,512,852
shares
|
$490 Million
12.43% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
3,664,051
shares
|
$156 Million
9.18% of portfolio
|
Q2 2025
Reduced 99.17%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,037,152
shares
|
$129 Million
10.8% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,823,753
shares
|
$120 Million
8.26% of portfolio
|
Q2 2025
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,793,770
shares
|
$119 Million
1.31% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,712,518
shares
|
$115 Million
1.37% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,502,325
shares
|
$106 Million
13.75% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,451,980
shares
|
$104 Million
15.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,374,378
shares
|
$101 Million
0.65% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,163,709
shares
|
$92 Million
13.91% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,148,340
shares
|
$91.3 Million
2.59% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,037,414
shares
|
$86.6 Million
6.52% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,887,341
shares
|
$80.2 Million
14.38% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
1,516,839
shares
|
$64.5 Million
22.6% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,491,156
shares
|
$63.4 Million
2.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,474,842
shares
|
$62.7 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
|
$61.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,380,163
shares
|
$58.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,361,482
shares
|
$57.9 Million
10.44% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,352,097
shares
|
$57.5 Million
5.52% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,324,041
shares
|
$56.3 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
|
$56.1 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,312,044
shares
|
$55.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,162,317
shares
|
$49.4 Million
10.86% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,094,129
shares
|
$46.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.34%
|