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 429 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $5.09 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
|
$46.4 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,064,837
shares
|
$45.9 Million
1.88% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,041,243
shares
|
$44.9 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,031,555
shares
|
$44.5 Million
0.09% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
977,662
shares
|
$42.1 Million
0.69% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
942,738
shares
|
$40.6 Million
4.51% of portfolio
|
Q3 2025
Added 38.12%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
912,879
shares
|
$39.4 Million
7.15% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
872,378
shares
|
$37.6 Million
4.12% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
786,000
shares
|
$33.9 Million
14.67% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
785,618
shares
|
$33.9 Million
2.51% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
731,207
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
690,324
shares
|
$29.8 Million
7.78% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
683,067
shares
|
$29.4 Million
8.09% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
680,036
shares
|
$29.3 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
666,836
shares
|
$28.7 Million
11.69% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
657,972
shares
|
$28.4 Million
9.89% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
647,115
shares
|
$27.9 Million
14.59% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
620,998
shares
|
$26.8 Million
0.22% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
619,646
shares
|
$26.7 Million
11.51% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
618,194
shares
|
$26.7 Million
12.44% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
615,415
shares
|
$26.5 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
|
$26.3 Million
0.27% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
591,072
shares
|
$25.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
589,893
shares
|
$25.4 Million
6.54% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
559,361
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|