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 402 institutions that hold shares in the stock, with a total of 3.55 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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
5,601
shares
|
$233,897
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,553
shares
|
$231,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
5,424
shares
|
$226,506
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,190
shares
|
$216,734
0.01% of portfolio
|
Q4 2024
Reduced 46.65%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
5,186
shares
|
$216,567
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,120
shares
|
$213,811
0.04% of portfolio
|
Q4 2024
Reduced 42.04%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
5,071
shares
|
$211,764
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,060
shares
|
$211,305
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,056
shares
|
$211,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,029
shares
|
$210,011
0.02% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,963
shares
|
$207,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$167,040
0.0% of portfolio
|
Q4 2024
Added 72.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,803
shares
|
$158,813
0.02% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,294
shares
|
$137,557
0.02% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,203
shares
|
$133,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
3,149
shares
|
$131,502
0.08% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$124,987
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,911
shares
|
$121,563
0.0% of portfolio
|
Q4 2024
Added 48.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,826
shares
|
$118,013
0.0% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,391
shares
|
$99,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,215
shares
|
$92,498
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,027
shares
|
$84,647
0.0% of portfolio
|
Q3 2024
Added 679.62%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,937
shares
|
$80,889
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,743
shares
|
$72,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,730
shares
|
$72,244
0.0% of portfolio
|
Q4 2024
Reduced 75.13%
|