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 $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
45,450
shares
|
$1.89 Million
0.86% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
45,189
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
42,870
shares
|
$1.78 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,571
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
42,417
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
40,917
shares
|
$1.7 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
40,526
shares
|
$1.69 Million
1.67% of portfolio
|
Q1 2025
Added 456.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,926
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
39,717
shares
|
$1.65 Million
0.54% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
39,653
shares
|
$1.65 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
39,477
shares
|
$1.64 Million
0.64% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
38,372
shares
|
$1.6 Million
1.53% of portfolio
|
Q1 2025
Added 52.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
38,208
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
37,012
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
37,011
shares
|
$1.54 Million
0.32% of portfolio
|
Q1 2025
Added 83.72%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
36,855
shares
|
$1.53 Million
0.82% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
36,579
shares
|
$1.52 Million
1.04% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,370
shares
|
$1.51 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
36,021
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
36,006
shares
|
$1.5 Million
0.8% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
35,612
shares
|
$1.48 Million
0.92% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
35,002
shares
|
$1.46 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
34,895
shares
|
$1.45 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
34,686
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
34,386
shares
|
$1.43 Million
1.02% of portfolio
|
Q1 2025
Added 0.03%
|