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 427 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
11,303,338
shares
|
$470 Million
13.24% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,999,957
shares
|
$125 Million
11.48% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,793,770
shares
|
$116 Million
1.39% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
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 |
Apr 28, 2025 Q1 2025 |
2,686,620
shares
|
$112 Million
1.41% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
2,428,912
shares
|
$101 Million
14.17% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,372,465
shares
|
$98.7 Million
15.48% of portfolio
|
Q1 2025
Added 195.52%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
2,195,812
shares
|
$91.4 Million
14.96% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,113,677
shares
|
$88 Million
0.77% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,040,511
shares
|
$84.9 Million
2.98% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,919,174
shares
|
$79.9 Million
0.61% of portfolio
|
Q1 2025
Added 43.63%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,913,355
shares
|
$79.6 Million
6.49% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,490,272
shares
|
$62 Million
0.09% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,481,182
shares
|
$61.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,469,863
shares
|
$61.2 Million
2.08% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,454,208
shares
|
$60.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
1,421,585
shares
|
$59.2 Million
22.95% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,346,097
shares
|
$56 Million
3.27% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,335,973
shares
|
$55.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,333,299
shares
|
$55.5 Million
10.73% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.9 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,233,190
shares
|
$51.3 Million
5.53% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,215,266
shares
|
$50.6 Million
2.19% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,107,233
shares
|
$46.1 Million
1.84% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,090,443
shares
|
$45.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.29%
|