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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
73,546
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Added 98.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
73,531
shares
|
$3.06 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
72,627
shares
|
$3.02 Million
0.17% of portfolio
|
Q4 2024
Added 80.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,386
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
71,479
shares
|
$2.98 Million
1.88% of portfolio
|
Q4 2024
Added 285.12%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
71,049
shares
|
$2.96 Million
3.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
68,405
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Added 56.43%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
68,320
shares
|
$2.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
62,349
shares
|
$2.6 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
62,187
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Added 279.79%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
58,495
shares
|
$2.44 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
55,000
shares
|
$2.29 Million
0.9% of portfolio
|
Q2 2024
Added 96.43%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
54,391
shares
|
$2.26 Million
0.54% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
54,327
shares
|
$2.26 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
53,974
shares
|
$2.25 Million
1.44% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
53,571
shares
|
$2.23 Million
0.72% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
52,195
shares
|
$2.17 Million
0.63% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
52,013
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
51,721
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
51,088
shares
|
$2.13 Million
1.07% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
49,703
shares
|
$2.07 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
48,862
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
47,898
shares
|
$1.99 Million
0.96% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
47,519
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2023
Reduced 64.84%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
46,404
shares
|
$1.93 Million
0.47% of portfolio
|
Q1 2025
Added 0.8%
|