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 424 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,075,353
shares
|
$45.7 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
1,068,573
shares
|
$45.4 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,064,837
shares
|
$45.3 Million
1.88% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,031,555
shares
|
$43.9 Million
0.09% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,006,961
shares
|
$42.8 Million
17.71% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
916,731
shares
|
$39 Million
0.71% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
912,879
shares
|
$38.8 Million
7.15% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
856,406
shares
|
$36.4 Million
4.31% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
786,000
shares
|
$33.4 Million
14.67% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
785,618
shares
|
$33.4 Million
2.51% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
731,207
shares
|
$31.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
683,067
shares
|
$29 Million
8.09% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
682,530
shares
|
$29 Million
3.45% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
680,036
shares
|
$28.9 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
671,886
shares
|
$28.6 Million
8.07% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
647,115
shares
|
$27.5 Million
14.59% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
640,180
shares
|
$27.2 Million
11.18% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
638,947
shares
|
$27.2 Million
11.9% of portfolio
|
Q2 2025
Added 26.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
620,998
shares
|
$26.4 Million
0.22% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
619,646
shares
|
$26.3 Million
11.51% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
615,415
shares
|
$26.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
609,627
shares
|
$25.9 Million
0.27% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
608,210
shares
|
$25.9 Million
9.95% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
591,072
shares
|
$25.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
589,893
shares
|
$25.1 Million
6.54% of portfolio
|
Q2 2025
Added 1.26%
|