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 |
|---|---|---|---|---|---|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
249,981
shares
|
$10.4 Million
9.15% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
247,121
shares
|
$10.3 Million
2.34% of portfolio
|
Q4 2024
Added 45.17%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
244,369
shares
|
$10.2 Million
2.81% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
241,087
shares
|
$10 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
241,086
shares
|
$10 Million
2.06% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
235,347
shares
|
$9.8 Million
0.37% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
233,305
shares
|
$9.71 Million
3.94% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
231,404
shares
|
$9.63 Million
4.26% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
222,697
shares
|
$9.27 Million
1.41% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
221,270
shares
|
$9.21 Million
0.11% of portfolio
|
Q4 2024
Added 1355.63%
|
|
|
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%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
211,113
shares
|
$8.79 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
210,827
shares
|
$8.78 Million
6.04% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
210,654
shares
|
$8.77 Million
6.53% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
209,801
shares
|
$8.73 Million
0.11% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
206,511
shares
|
$8.6 Million
8.91% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
205,909
shares
|
$8.57 Million
1.41% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
200,738
shares
|
$8.36 Million
0.03% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
199,812
shares
|
$8.32 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
196,940
shares
|
$8.2 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
196,690
shares
|
$8.19 Million
3.56% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
195,294
shares
|
$8.13 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
194,976
shares
|
$8.12 Million
8.08% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
194,783
shares
|
$8.11 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
191,707
shares
|
$7.98 Million
4.19% of portfolio
|
Q1 2025
Added 3.58%
|