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 334 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
886,300
shares
|
$36.6 Million
4.74% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
859,022
shares
|
$35.5 Million
9.82% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
846,867
shares
|
$35 Million
5.85% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
840,662
shares
|
$34.7 Million
2.71% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
816,170
shares
|
$33.7 Million
4.94% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
767,947
shares
|
$31.7 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
757,982
shares
|
$31.3 Million
0.08% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
712,896
shares
|
$29.4 Million
15.12% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
686,132
shares
|
$28.3 Million
7.75% of portfolio
|
Q3 2024
Added 36.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
670,490
shares
|
$27.7 Million
2.72% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
664,501
shares
|
$27.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
653,357
shares
|
$27 Million
15.67% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
631,771
shares
|
$26.1 Million
3.41% of portfolio
|
Q3 2024
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
619,091
shares
|
$25.5 Million
8.44% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
601,834
shares
|
$24.8 Million
0.3% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
583,897
shares
|
$24.1 Million
11.73% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$22.7 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
539,867
shares
|
$22.3 Million
12.36% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
533,627
shares
|
$22 Million
2.76% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$21.8 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
521,243
shares
|
$21.5 Million
10.63% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
508,486
shares
|
$21 Million
6.97% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
505,584
shares
|
$20.9 Million
15.18% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
501,830
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2024
Added 32.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
499,750
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|