Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1.57M+ 195.52% |
$64M - $66.4M
|
2.37M
$98.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.18M+ 73.34% |
$48.2M - $50M
|
2.79M
$116M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
763K+ 236.47% |
$31.1M - $32.3M
|
1.09M
$45.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
708K+ 50.34% |
$28.9M - $30M
|
2.11M
$88M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
700KNew |
$28.5M - $29.6M
|
700K
$29.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
665KNew |
$27.1M - $28.1M
|
665K
$27.7M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
618KNew |
$25.2M - $26.1M
|
618K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
583K+ 43.63% |
$23.8M - $24.7M
|
1.92M
$79.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
529K+ 2776.14% |
$21.6M - $22.4M
|
548K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
385KNew |
$15.7M - $16.3M
|
385K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
316K+ 77.87% |
$12.9M - $13.4M
|
721K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270K+ 188.53% |
$11M - $11.4M
|
414K
$17.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
255K+ 41.61% |
$10.4M - $10.8M
|
869K
$36.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
245K+ 14.65% |
$9.97M - $10.3M
|
1.91M
$79.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
240K+ 215.56% |
$9.79M - $10.2M
|
351K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
213K+ 17.64% |
$8.69M - $9.02M
|
1.42M
$59.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
212KNew |
$8.67M - $8.99M
|
212K
$8.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
208K+ 18.46% |
$8.47M - $8.79M
|
1.33M
$55.5M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200K+ 194.98% |
$8.14M - $8.45M
|
302K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
189K+ 183.6% |
$7.71M - $8M
|
292K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
183K+ 1.65% |
$7.48M - $7.76M
|
11.3M
$470M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
174K+ 16.4% |
$7.09M - $7.35M
|
1.23M
$51.3M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
141KNew |
$5.77M - $5.98M
|
141K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
131K+ 6.86% |
$5.34M - $5.54M
|
2.04M
$84.9M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
129K+ 42.36% |
$5.26M - $5.46M
|
433K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
121K+ 9.9% |
$4.94M - $5.13M
|
1.35M
$56M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
119K+ 71.96% |
$4.85M - $5.03M
|
284K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
118K+ 22.15% |
$4.82M - $5M
|
652K
$27.1M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
99.2KNew |
$4.05M - $4.2M
|
99.2K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
96.1K+ 352.42% |
$3.92M - $4.07M
|
123K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
89.4K+ 221.15% |
$3.65M - $3.78M
|
130K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76.8K+ 7.68% |
$3.13M - $3.25M
|
1.08M
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
72.6K+ 8.58% |
$2.96M - $3.07M
|
919K
$38.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.7K+ 4.91% |
$2.84M - $2.95M
|
1.49M
$62M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
68.9K+ 37.61% |
$2.81M - $2.92M
|
252K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
68.7K+ 38.03% |
$2.8M - $2.91M
|
249K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
63.5K+ 20.77% |
$2.59M - $2.69M
|
369K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 11.9% |
$2.49M - $2.58M
|
573K
$23.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55.6K+ 125.99% |
$2.27M - $2.35M
|
99.8K
$4.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
52.6K+ 5.68% |
$2.15M - $2.23M
|
978K
$40.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.6K+ 2.0% |
$2.15M - $2.23M
|
2.69M
$112M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50.5K+ 32.08% |
$2.06M - $2.14M
|
208K
$8.65M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
50K+ 96.19% |
$2.04M - $2.12M
|
102K
$4.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
44.3K+ 11.43% |
$1.81M - $1.87M
|
431K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.1K+ 11.98% |
$1.8M - $1.87M
|
412K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
41.6K+ 13.74% |
$1.7M - $1.76M
|
344K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
40.9KNew |
$1.67M - $1.73M
|
40.9K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
39.4K+ 17.22% |
$1.61M - $1.67M
|
268K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39.2K+ 7.22% |
$1.6M - $1.66M
|
583K
$24.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
36.2K+ 6.7% |
$1.48M - $1.53M
|
576K
$24M
|