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 339 institutions that hold shares in the stock, with a total of 91.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
501,830
shares
|
$20.8 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
|
$20.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
473,284
shares
|
$19.7 Million
9.91% of portfolio
|
Q3 2024
Added 132.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
468,752
shares
|
$19.5 Million
6.01% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
461,475
shares
|
$19.2 Million
2.12% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
450,681
shares
|
$18.7 Million
6.1% of portfolio
|
Q4 2024
Added 890.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
447,790
shares
|
$18.6 Million
1.66% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
444,066
shares
|
$18.4 Million
0.2% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
436,491
shares
|
$18.1 Million
1.32% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
435,751
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
406,482
shares
|
$16.9 Million
8.93% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
398,665
shares
|
$16.6 Million
0.22% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
398,613
shares
|
$16.6 Million
8.3% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
367,854
shares
|
$15.3 Million
0.09% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
365,286
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
356,334
shares
|
$14.8 Million
3.64% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
354,168
shares
|
$14.7 Million
5.72% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
345,173
shares
|
$14.3 Million
3.38% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
343,108
shares
|
$14.3 Million
3.74% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
336,844
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
325,345
shares
|
$13.5 Million
0.48% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
313,518
shares
|
$13 Million
5.86% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
304,428
shares
|
$12.6 Million
2.31% of portfolio
|
Q3 2024
Reduced 65.95%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
295,813
shares
|
$12.3 Million
4.16% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
284,348
shares
|
$11.8 Million
7.78% of portfolio
|
Q3 2024
Added 52.91%
|