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 401 institutions that hold shares in the stock, with a total of 3.55 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,439,913,328
shares
|
$143 Billion
8.57% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
11,557,175
shares
|
$480 Million
3.2% of portfolio
|
Q4 2024
Added 5902.29%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
11,119,995
shares
|
$462 Million
12.57% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,966,163
shares
|
$123 Million
11.32% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,774,923
shares
|
$115 Million
23.4% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,634,017
shares
|
$109 Million
1.32% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,481,510
shares
|
$103 Million
13.14% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,185,499
shares
|
$90.7 Million
14.62% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
1,943,387
shares
|
$80.7 Million
2.26% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,909,521
shares
|
$79.3 Million
3.11% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,732,734
shares
|
$71.9 Million
0.1% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,668,820
shares
|
$69.3 Million
5.64% of portfolio
|
Q4 2024
Added 63.43%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
1,611,770
shares
|
$66.9 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,486,708
shares
|
$61.7 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,445,944
shares
|
$60 Million
2.59% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,420,548
shares
|
$59 Million
0.08% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,405,908
shares
|
$58.4 Million
0.5% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,387,217
shares
|
$57.6 Million
0.33% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,336,233
shares
|
$55.5 Million
0.45% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.7 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,257,504
shares
|
$52.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,224,872
shares
|
$50.8 Million
3.23% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
1,208,441
shares
|
$50.2 Million
19.49% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,189,925
shares
|
$49.4 Million
1.69% of portfolio
|
Q4 2024
Added 1036.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,173,705
shares
|
$48.7 Million
1.92% of portfolio
|
Q4 2024
Reduced 11.48%
|