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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
87,646
shares
|
$3.62 Million
2.6% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
82,923
shares
|
$3.42 Million
2.72% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
81,730
shares
|
$3.37 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
81,684
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
77,471
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
71,563
shares
|
$2.95 Million
0.69% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
70,282
shares
|
$2.9 Million
0.77% of portfolio
|
Q3 2024
Added 115.58%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
68,248
shares
|
$2.82 Million
0.25% of portfolio
|
Q4 2024
Added 49.69%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
64,623
shares
|
$2.67 Million
0.53% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,133
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
58,495
shares
|
$2.41 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
58,118
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
55,000
shares
|
$2.27 Million
0.93% of portfolio
|
Q2 2024
Added 96.43%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
54,391
shares
|
$2.24 Million
0.54% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
54,327
shares
|
$2.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
51,383
shares
|
$2.12 Million
0.52% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
50,636
shares
|
$2.09 Million
1.53% of portfolio
|
Q3 2024
Added 39.4%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
50,271
shares
|
$2.07 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
49,703
shares
|
$2.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
49,323
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
49,083
shares
|
$2.03 Million
1.12% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
49,041
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
47,519
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2023
Reduced 64.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
46,264
shares
|
$1.91 Million
0.2% of portfolio
|
Q4 2024
Added 89.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
46,260
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
New holding
|