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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$22.9 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
547,559
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Added 2776.14%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
546,159
shares
|
$22.7 Million
6.68% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$22 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
507,976
shares
|
$21.1 Million
0.2% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
505,584
shares
|
$21 Million
15.18% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
499,558
shares
|
$20.8 Million
0.26% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
480,108
shares
|
$20 Million
10.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
472,136
shares
|
$19.6 Million
6.2% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
471,778
shares
|
$19.6 Million
9.15% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
471,243
shares
|
$19.6 Million
4.93% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
465,153
shares
|
$19.4 Million
1.41% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
460,893
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
450,022
shares
|
$18.7 Million
1.68% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
434,714
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
433,248
shares
|
$18 Million
4.23% of portfolio
|
Q1 2025
Added 42.36%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
432,866
shares
|
$18 Million
5.34% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
431,387
shares
|
$18 Million
14.23% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
417,246
shares
|
$17.4 Million
9.26% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
413,630
shares
|
$17.2 Million
0.04% of portfolio
|
Q1 2025
Added 188.53%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
411,929
shares
|
$17.1 Million
0.11% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
411,054
shares
|
$17.1 Million
2.03% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
408,635
shares
|
$17 Million
14.04% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
399,471
shares
|
$16.6 Million
8.52% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
385,223
shares
|
$16 Million
11.82% of portfolio
|
Q1 2025
New holding
|