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 424 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 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
|
$16.8 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
379,727
shares
|
$16.1 Million
6.2% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
377,883
shares
|
$16.1 Million
0.51% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
367,532
shares
|
$15.6 Million
0.96% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
365,203
shares
|
$15.5 Million
7.54% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
359,403
shares
|
$15.3 Million
9.08% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
356,717
shares
|
$15.2 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 Million
2.44% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
349,925
shares
|
$14.9 Million
11.35% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
349,249
shares
|
$14.9 Million
5.03% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
348,620
shares
|
$14.8 Million
0.91% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
345,571
shares
|
$14.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
343,110
shares
|
$14.6 Million
4.38% of portfolio
|
Q2 2025
Added 2332.02%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
339,422
shares
|
$14.4 Million
5.3% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
337,777
shares
|
$14.4 Million
3.25% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
334,287
shares
|
$14.2 Million
8.96% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
329,237
shares
|
$14 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
|
$13.9 Million
6.43% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
294,699
shares
|
$12.5 Million
3.68% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
288,803
shares
|
$12.3 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
|
$12.2 Million
4.88% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
286,228
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
282,024
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
280,674
shares
|
$11.9 Million
8.2% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
276,525
shares
|
$11.8 Million
3.76% of portfolio
|
Q2 2025
Added 2.99%
|