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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
395,903
shares
|
$17.1 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
379,727
shares
|
$16.4 Million
6.2% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
377,883
shares
|
$16.3 Million
0.51% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
376,747
shares
|
$16.2 Million
11.87% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
365,203
shares
|
$15.7 Million
7.54% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
362,468
shares
|
$15.6 Million
0.03% of portfolio
|
Q2 2025
Added 89.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
356,717
shares
|
$15.4 Million
9.8% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
351,836
shares
|
$15.2 Million
2.44% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
351,211
shares
|
$15.1 Million
8.51% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
349,249
shares
|
$15.1 Million
5.03% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
348,620
shares
|
$15 Million
0.91% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
347,171
shares
|
$15 Million
4.85% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Divergent Planning, LLC
|
Oct 09, 2025 Q3 2025 |
343,110
shares
|
$14.8 Million
4.18% of portfolio
|
Q2 2025
Added 2332.02%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
329,237
shares
|
$14.2 Million
10.27% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
325,910
shares
|
$14 Million
6.43% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
324,856
shares
|
$14 Million
3.04% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
295,789
shares
|
$12.8 Million
3.76% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
294,699
shares
|
$12.7 Million
3.68% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
290,296
shares
|
$12.5 Million
3.93% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
288,803
shares
|
$12.5 Million
0.17% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
286,492
shares
|
$12.4 Million
4.88% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
286,228
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
285,335
shares
|
$12.3 Million
3.74% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
283,240
shares
|
$12.2 Million
8.07% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
282,024
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Added 5.63%
|