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 428 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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,405
shares
|
$58,462
0.01% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,047
shares
|
$43,565
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
905
shares
|
$37,657
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
779
shares
|
$32,414
0.02% of portfolio
|
Q3 2024
Reduced 72.77%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
721
shares
|
$30,000
0.02% of portfolio
|
Q1 2025
Reduced 90.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
717
shares
|
$29,834
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
670
shares
|
$27,878
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
635
shares
|
$26,422
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
584
shares
|
$24,300
0.0% of portfolio
|
Q1 2025
Reduced 79.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
575
shares
|
$23,925
0.0% of portfolio
|
Q1 2025
Reduced 32.59%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
450
shares
|
$18,724
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
449
shares
|
$18,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
448
shares
|
$18,641
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
335
shares
|
$13,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
280
shares
|
$11,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
219
shares
|
$9,112
0.0% of portfolio
|
Q4 2024
Added 125.77%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
180
shares
|
$7,489
2.51% of portfolio
|
Q1 2025
Reduced 99.85%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$6,241
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$4,161
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
85
shares
|
$3,536
0.0% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
60
shares
|
$2,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
28
shares
|
$1,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
26
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
11
shares
|
$457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4
shares
|
$166
0.0% of portfolio
|
Q1 2025
Reduced 95.7%
|