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 424 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
59,521
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
56,217
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
55,000
shares
|
$2.34 Million
0.89% of portfolio
|
Q2 2025
Added 96.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
54,984
shares
|
$2.34 Million
1.02% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
53,493
shares
|
$2.27 Million
1.55% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
52,690
shares
|
$2.24 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
52,625
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
52,547
shares
|
$2.23 Million
0.6% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
51,382
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
51,122
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
50,653
shares
|
$2.15 Million
1.82% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
49,703
shares
|
$2.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
48,912
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.22%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
47,519
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2023
Reduced 64.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
45,187
shares
|
$1.92 Million
0.74% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
44,000
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2025
Added 525.8%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
43,109
shares
|
$1.83 Million
0.19% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
42,618
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
41,938
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,926
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
39,870
shares
|
$1.7 Million
1.38% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
38,699
shares
|
$1.65 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
38,559
shares
|
$1.64 Million
0.85% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
38,519
shares
|
$1.64 Million
1.22% of portfolio
|
Q2 2025
Added 131.4%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
38,334
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Added 156.98%
|