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 288 institutions that hold shares in the stock, with a total of 78.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
9,939,422
shares
|
$411 Million
12.05% of portfolio
|
Q1 2024
Added 6.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
6,953,343
shares
|
$288 Million
10.95% of portfolio
|
Q1 2024
Added 4.57%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
2,625,985
shares
|
$109 Million
11.04% of portfolio
|
Q1 2024
Added 4.93%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
2,269,704
shares
|
$93.9 Million
24.6% of portfolio
|
Q1 2024
Added 10.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,876,728
shares
|
$77.7 Million
1.26% of portfolio
|
Q1 2024
Added 36.46%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,759,373
shares
|
$72.8 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
1,743,978
shares
|
$72.2 Million
12.67% of portfolio
|
Q4 2023
Reduced 5.09%
|
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
1,739,028
shares
|
$72 Million
2.55% of portfolio
|
Q1 2024
Added 4.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,659,542
shares
|
$68.7 Million
0.33% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 08, 2024 Q1 2024 |
1,508,421
shares
|
$62.4 Million
10.34% of portfolio
|
Q1 2024
Added 19.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,330,924
shares
|
$55.1 Million
0.09% of portfolio
|
Q1 2024
Added 163.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.6 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,286,722
shares
|
$53.2 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 22, 2024 Q1 2024 |
1,226,303
shares
|
$50.7 Million
22.31% of portfolio
|
Q1 2024
Added 30.62%
|
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
1,184,046
shares
|
$49 Million
2.52% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 11, 2024 Q1 2024 |
1,017,586
shares
|
$42.1 Million
8.43% of portfolio
|
Q1 2024
Added 7.01%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
991,640
shares
|
$41 Million
0.48% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 15, 2024 Q1 2024 |
956,835
shares
|
$39.6 Million
5.59% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
918,778
shares
|
$38 Million
0.05% of portfolio
|
Q1 2024
Reduced 32.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
881,494
shares
|
$36.5 Million
0.46% of portfolio
|
Q1 2024
Reduced 27.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
849,067
shares
|
$35.1 Million
0.02% of portfolio
|
Q1 2024
Added 113.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
845,322
shares
|
$35 Million
4.18% of portfolio
|
Q1 2024
Added 62.9%
|
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
807,279
shares
|
$33.4 Million
1.06% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 14, 2024 Q1 2024 |
774,131
shares
|
$32 Million
5.98% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
768,858
shares
|
$31.8 Million
4.8% of portfolio
|
Q1 2024
Added 5.03%
|
|