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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$23.7 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
543,942
shares
|
$23.4 Million
4.6% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$22.8 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
498,018
shares
|
$21.5 Million
5.85% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
491,907
shares
|
$21.2 Million
10.97% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
490,378
shares
|
$21.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
485,361
shares
|
$20.9 Million
5.8% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
485,235
shares
|
$20.9 Million
5.61% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
484,587
shares
|
$20.9 Million
8.79% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
477,748
shares
|
$20.6 Million
0.33% of portfolio
|
Q2 2025
Added 106.72%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
471,716
shares
|
$20.3 Million
8.81% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
468,741
shares
|
$20.2 Million
1.26% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
467,423
shares
|
$20.2 Million
13.19% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
458,811
shares
|
$19.8 Million
1.59% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
440,157
shares
|
$19 Million
0.03% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
437,529
shares
|
$18.9 Million
3.91% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
434,714
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
431,739
shares
|
$18.6 Million
8.21% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
429,738
shares
|
$18.5 Million
3.77% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
411,245
shares
|
$17.7 Million
2.2% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
406,889
shares
|
$17.5 Million
1.65% of portfolio
|
Q2 2025
Added 61.37%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
405,103
shares
|
$17.5 Million
11.14% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
400,555
shares
|
$17.3 Million
10.94% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
399,256
shares
|
$17.2 Million
8.39% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
397,712
shares
|
$17.1 Million
0.1% of portfolio
|
Q3 2025
Added 15.09%
|