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 410 institutions that hold shares in the stock, with a total of 3.56 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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
45,622
shares
|
$1.9 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
45,450
shares
|
$1.89 Million
0.85% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
45,063
shares
|
$1.88 Million
1.53% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
43,622
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
41,973
shares
|
$1.75 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
41,657
shares
|
$1.73 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
40,781
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
40,471
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 55.3%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
40,409
shares
|
$1.68 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
38,223
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
37,288
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,919
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
36,529
shares
|
$1.52 Million
0.09% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
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 |
Feb 03, 2025 Q4 2024 |
36,021
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
35,929
shares
|
$1.5 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
35,475
shares
|
$1.48 Million
0.66% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
34,984
shares
|
$1.46 Million
0.79% of portfolio
|
Q4 2024
Added 36.32%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
34,797
shares
|
$1.45 Million
0.51% of portfolio
|
Q4 2024
Added 508.98%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
34,786
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
34,386
shares
|
$1.43 Million
1.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
33,709
shares
|
$1.4 Million
0.8% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
33,585
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.98%
|