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 |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
274,299
shares
|
$11.8 Million
8.02% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
273,132
shares
|
$11.8 Million
2.04% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
266,366
shares
|
$11.5 Million
5.6% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
265,175
shares
|
$11.4 Million
8.61% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$11.4 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
255,982
shares
|
$11 Million
5.75% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
252,357
shares
|
$10.9 Million
0.59% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
250,840
shares
|
$10.8 Million
8.48% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
246,761
shares
|
$10.6 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
245,969
shares
|
$10.6 Million
6.22% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
241,884
shares
|
$10.4 Million
0.16% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
239,717
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
237,617
shares
|
$10.2 Million
8.88% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
236,694
shares
|
$10.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
236,638
shares
|
$10.2 Million
2.47% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
235,423
shares
|
$10.1 Million
4.07% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
233,724
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
232,822
shares
|
$10 Million
6.08% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
227,808
shares
|
$9.82 Million
3.58% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
227,250
shares
|
$9.8 Million
3.27% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
222,547
shares
|
$9.59 Million
0.07% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
218,655
shares
|
$9.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
217,634
shares
|
$9.38 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
217,370
shares
|
$9.37 Million
4.74% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
211,616
shares
|
$9.12 Million
7.87% of portfolio
|
Q2 2025
Added 3.78%
|