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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.18M+ 73.34% |
$48.2M - $50M
|
2.79M
$116M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
208K+ 18.46% |
$8.47M - $8.79M
|
1.33M
$55.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
189K+ 183.6% |
$7.71M - $8M
|
292K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
131K+ 6.86% |
$5.34M - $5.54M
|
2.04M
$84.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
118K+ 22.15% |
$4.82M - $5M
|
652K
$27.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
96.1K+ 352.42% |
$3.92M - $4.07M
|
123K
$5.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55.6K+ 125.99% |
$2.27M - $2.35M
|
99.8K
$4.16M
|
|
|
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 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
39.4K+ 17.22% |
$1.61M - $1.67M
|
268K
$11.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
36.2K+ 6.7% |
$1.48M - $1.53M
|
576K
$24M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
35.6K+ 15.11% |
$1.45M - $1.5M
|
271K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
33K+ 9.62% |
$1.35M - $1.4M
|
376K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
32.7KNew |
$1.34M - $1.39M
|
32.7K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.1K+ 44.07% |
$1.23M - $1.27M
|
98.3K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
28.7K+ 6.57% |
$1.17M - $1.21M
|
465K
$19.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
26.6K+ 12.23% |
$1.09M - $1.13M
|
244K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
24.3K+ 8.22% |
$992K - $1.03M
|
320K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.9K+ 1.65% |
$976K - $1.01M
|
1.47M
$61.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5K+ 14.17% |
$794K - $824K
|
157K
$6.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
14.2K+ 3.1% |
$579K - $601K
|
472K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
13.6K+ 3.44% |
$555K - $575K
|
409K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.96K+ 9.83% |
$406K - $422K
|
111K
$4.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.25K+ 18.78% |
$337K - $349K
|
52.2K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.63K+ 3.58% |
$271K - $281K
|
192K
$7.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.93KNew |
$201K - $208K
|
4.93K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 260.99% |
$172K - $179K
|
5.85K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.19K+ 6.29% |
$130K - $135K
|
54K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.32K+ 38.16% |
$94.6K - $98.2K
|
8.4K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.15K+ 1.03% |
$87.5K - $90.8K
|
210K
$8.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
768+ 0.09% |
$31.3K - $32.5K
|
887K
$36.9M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
382+ 3.19% |
$15.6K - $16.2K
|
12.4K
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
370+ 0.8% |
$15.1K - $15.7K
|
46.4K
$1.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
253+ 1.99% |
$10.3K - $10.7K
|
12.9K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 1.44% |
$7.95K - $8.25K
|
13.7K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 0.29% |
$1.75K - $1.82K
|
14.8K
$617K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 1.32% |
$938 - $973
|
1.77K
$73.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.07% |
$612 - $635
|
22.1K
$921K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
9+ 0.03% |
$367 - $381
|
34.4K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-32- 0.54% |
$1.31K - $1.35K
|
5.85K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.19% |
$2.2K - $2.29K
|
28.7K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60- 1.19% |
$2.45K - $2.54K
|
4.97K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-315- 3.65% |
$12.8K - $13.3K
|
8.31K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-651- 0.53% |
$26.6K - $27.6K
|
123K
$5.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-730- 10.75% |
$29.8K - $30.9K
|
6.06K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-743- 0.48% |
$30.3K - $31.4K
|
155K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-970- 2.6% |
$39.6K - $41.1K
|
36.4K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.4K- 4.39% |
$57.2K - $59.3K
|
30.5K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.12K- 10.42% |
$127K - $132K
|
26.8K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.6K- 18.1% |
$147K - $152K
|
16.3K
$678K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.14K- 2.06% |
$169K - $175K
|
197K
$8.2M
|