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 334 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
250,640
shares
|
$10.3 Million
6.27% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
247,997
shares
|
$10.2 Million
5.84% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
247,232
shares
|
$10.2 Million
3.53% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
242,003
shares
|
$9.99 Million
3.59% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
241,087
shares
|
$9.95 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
235,400
shares
|
$9.71 Million
4.15% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
229,514
shares
|
$9.47 Million
0.41% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
229,052
shares
|
$9.45 Million
3.38% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
228,409
shares
|
$9.43 Million
8.7% of portfolio
|
Q3 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
228,395
shares
|
$9.43 Million
4.17% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
223,700
shares
|
$9.23 Million
2.23% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
222,913
shares
|
$9.2 Million
5.71% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
222,697
shares
|
$9.19 Million
1.41% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
219,668
shares
|
$9.07 Million
5.51% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
218,398
shares
|
$9.01 Million
0.01% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
217,743
shares
|
$8.99 Million
2.5% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
213,590
shares
|
$8.81 Million
2.02% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
213,056
shares
|
$8.79 Million
4.39% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
208,303
shares
|
$8.6 Million
4.29% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
207,656
shares
|
$8.57 Million
0.09% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
207,605
shares
|
$8.57 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
206,838
shares
|
$8.54 Million
1.67% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
199,989
shares
|
$8.25 Million
0.5% of portfolio
|
Q4 2024
Added 106.23%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
192,546
shares
|
$7.95 Million
3.43% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
189,439
shares
|
$7.82 Million
5.1% of portfolio
|
Q3 2024
Added 0.7%
|