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 |
|---|---|---|---|---|---|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
209,884
shares
|
$8.92 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
203,973
shares
|
$8.67 Million
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
199,292
shares
|
$8.47 Million
1.84% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
198,224
shares
|
$8.43 Million
0.47% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
194,590
shares
|
$8.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
193,322
shares
|
$8.22 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
190,962
shares
|
$8.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 53.83%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
188,921
shares
|
$8.03 Million
1.77% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
187,351
shares
|
$7.97 Million
3.33% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
183,002
shares
|
$7.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
182,459
shares
|
$7.76 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
182,459
shares
|
$7.76 Million
1.15% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
180,979
shares
|
$7.7 Million
4.8% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179,608
shares
|
$7.64 Million
2.4% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
178,694
shares
|
$7.6 Million
16.57% of portfolio
|
Q2 2025
Added 683.23%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
178,256
shares
|
$7.58 Million
2.79% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
176,554
shares
|
$7.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
171,775
shares
|
$7.3 Million
1.88% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
171,578
shares
|
$7.3 Million
5.24% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
169,542
shares
|
$7.21 Million
0.47% of portfolio
|
Q4 2023
Reduced 12.56%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
161,396
shares
|
$6.86 Million
3.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
161,032
shares
|
$6.85 Million
5.07% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
160,995
shares
|
$6.85 Million
2.71% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
153,954
shares
|
$6.55 Million
1.14% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
153,881
shares
|
$6.54 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.86%
|