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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
10,775
shares
|
$448,347
0.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
10,496
shares
|
$436,738
0.15% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
10,398
shares
|
$432,660
0.08% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,363
shares
|
$431,204
0.03% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
10,176
shares
|
$423,423
0.08% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,171
shares
|
$423,215
0.01% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
10,107
shares
|
$420,552
0.32% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
10,002
shares
|
$416,183
0.1% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,774
shares
|
$406,696
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
9,724
shares
|
$404,615
0.18% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
9,569
shares
|
$398,166
0.36% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
9,483
shares
|
$394,587
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
9,369
shares
|
$389,844
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,022
shares
|
$375,405
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
9,000
shares
|
$374,490
0.07% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,895
shares
|
$370,120
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
8,771
shares
|
$364,961
0.01% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
8,620
shares
|
$358,678
0.1% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
8,482
shares
|
$352,936
0.09% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
8,400
shares
|
$349,524
0.29% of portfolio
|
Q1 2025
Added 38.16%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,381
shares
|
$348,733
0.0% of portfolio
|
Q1 2025
Added 187.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
8,306
shares
|
$345,612
0.07% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,123
shares
|
$337,998
0.01% of portfolio
|
Q1 2025
Added 60.66%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
8,056
shares
|
$335,210
0.03% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,026
shares
|
$333,961
0.03% of portfolio
|
Q1 2025
Added 4.0%
|