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 410 institutions that hold shares in the stock, with a total of 3.56 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
345,173
shares
|
$14.4 Million
3.38% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
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%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
322,645
shares
|
$13.4 Million
2.31% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
320,132
shares
|
$13.3 Million
4.55% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
313,518
shares
|
$13.1 Million
5.86% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
305,758
shares
|
$12.7 Million
10.46% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
304,330
shares
|
$12.7 Million
2.94% of portfolio
|
Q4 2024
Added 36.04%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
302,639
shares
|
$12.6 Million
7.95% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
300,397
shares
|
$12.5 Million
6.62% of portfolio
|
Q4 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
299,909
shares
|
$12.5 Million
9.26% of portfolio
|
Q4 2024
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
292,278
shares
|
$12.2 Million
9.72% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
291,905
shares
|
$12.2 Million
0.31% of portfolio
|
Q1 2025
Added 183.6%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
288,845
shares
|
$12 Million
8.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 10, 2025 Q4 2024 |
282,357
shares
|
$11.8 Million
7.52% of portfolio
|
Q3 2024
Added 71.51%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
281,095
shares
|
$11.7 Million
6.98% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
279,994
shares
|
$11.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
270,960
shares
|
$11.3 Million
5.58% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
268,490
shares
|
$11.2 Million
3.8% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
266,981
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$11 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
262,281
shares
|
$10.9 Million
5.6% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
260,808
shares
|
$10.9 Million
6.34% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
259,187
shares
|
$10.8 Million
3.44% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
258,410
shares
|
$10.8 Million
5.21% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
253,985
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 16.29%
|