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 427 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
268,899
shares
|
$11.2 Million
9.89% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
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 |
May 02, 2025 Q1 2025 |
253,848
shares
|
$10.6 Million
6.15% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
252,146
shares
|
$10.5 Million
1.08% of portfolio
|
Q1 2025
Added 37.61%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
249,403
shares
|
$10.4 Million
9.3% of portfolio
|
Q1 2025
Added 38.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
249,151
shares
|
$10.4 Million
2.28% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
244,369
shares
|
$10.2 Million
2.81% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
240,345
shares
|
$10 Million
4.46% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
237,196
shares
|
$9.87 Million
0.14% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
236,379
shares
|
$9.84 Million
4.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
235,735
shares
|
$9.81 Million
1.6% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
231,287
shares
|
$9.62 Million
5.73% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
231,109
shares
|
$9.62 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
218,149
shares
|
$9.08 Million
3.7% of portfolio
|
Q1 2025
Reduced 98.11%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
216,101
shares
|
$8.99 Million
9.27% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
213,747
shares
|
$8.89 Million
2.82% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
212,447
shares
|
$8.84 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
211,681
shares
|
$8.81 Million
3.23% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
210,726
shares
|
$8.77 Million
5.91% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
209,801
shares
|
$8.73 Million
0.11% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
208,977
shares
|
$8.7 Million
5.4% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
207,895
shares
|
$8.65 Million
2.54% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
203,906
shares
|
$8.48 Million
8.52% of portfolio
|
Q1 2025
Added 4.58%
|