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 |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,079,413
shares
|
$44.9 Million
5.58% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,076,310
shares
|
$44.8 Million
10.84% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
978,473
shares
|
$40.7 Million
18.54% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
918,774
shares
|
$38.2 Million
0.09% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
913,267
shares
|
$38 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
887,068
shares
|
$36.9 Million
4.97% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
868,580
shares
|
$36.1 Million
7.42% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
817,373
shares
|
$34 Million
2.17% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
780,569
shares
|
$32.5 Million
15.95% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
721,189
shares
|
$30 Million
0.01% of portfolio
|
Q1 2025
Added 77.87%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
699,815
shares
|
$29.1 Million
14.27% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
695,210
shares
|
$28.9 Million
2.13% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
685,138
shares
|
$28.5 Million
3.71% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
664,928
shares
|
$27.7 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
651,815
shares
|
$27.1 Million
3.39% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
640,405
shares
|
$26.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
619,158
shares
|
$25.8 Million
11.83% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
619,091
shares
|
$25.8 Million
8.44% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
617,745
shares
|
$25.7 Million
8.31% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
608,802
shares
|
$25.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
582,553
shares
|
$24.2 Million
7.15% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
577,098
shares
|
$24 Million
10.66% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
576,035
shares
|
$24 Million
13.25% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
573,252
shares
|
$23.9 Million
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
563,249
shares
|
$23.4 Million
14.07% of portfolio
|
Q1 2025
Added 2.01%
|