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 |
|---|---|---|---|---|---|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
34,377
shares
|
$1.42 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
34,262
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
34,103
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33,908
shares
|
$1.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
33,709
shares
|
$1.39 Million
0.8% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
33,162
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
32,702
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
32,588
shares
|
$1.34 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
31,222
shares
|
$1.29 Million
1.16% of portfolio
|
Q2 2023
Reduced 11.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
29,769
shares
|
$1.23 Million
1.87% of portfolio
|
Q3 2024
Reduced 99.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
29,345
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
28,803
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,518
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
27,764
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
26,552
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
26,513
shares
|
$1.09 Million
0.93% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,060
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
24,723
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
24,312
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,266
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
23,884
shares
|
$985,692
3.37% of portfolio
|
Q3 2024
Reduced 31.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
23,732
shares
|
$979,419
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
22,527
shares
|
$929,689
0.2% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
22,306
shares
|
$920,568
0.34% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,279
shares
|
$919,454
0.03% of portfolio
|
Q4 2023
Added 30.61%
|