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 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
35.8K+ 23.2% |
$1.46M - $1.51M
|
190K
$7.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
35.6K+ 15.11% |
$1.45M - $1.5M
|
271K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35.3K+ 6.04% |
$1.44M - $1.49M
|
619K
$25.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34.9KNew |
$1.42M - $1.48M
|
34.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
34.3K+ 3.28% |
$1.4M - $1.45M
|
1.08M
$44.9M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
34.2K+ 7.81% |
$1.39M - $1.45M
|
471K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
34KNew |
$1.39M - $1.44M
|
34K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33.8K+ 1.14% |
$1.38M - $1.43M
|
3M
$125M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.5K+ 10.3% |
$1.37M - $1.42M
|
359K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33.5K+ 96.15% |
$1.36M - $1.42M
|
68.3K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
33.2K+ 456.37% |
$1.36M - $1.41M
|
40.5K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
33K+ 9.62% |
$1.35M - $1.4M
|
376K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
33K+ 11.78% |
$1.35M - $1.4M
|
313K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
32.7KNew |
$1.34M - $1.39M
|
32.7K
$1.36M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
31.8K+ 11.31% |
$1.3M - $1.35M
|
313K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.28M - $1.33M
|
31.4K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
30.4K+ 12.61% |
$1.24M - $1.29M
|
271K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.26M
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
28K+ 5.4% |
$1.14M - $1.18M
|
546K
$22.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
26.6K+ 12.23% |
$1.09M - $1.13M
|
244K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26K+ 5.4% |
$1.06M - $1.1M
|
508K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 2.13% |
$1.03M - $1.07M
|
1.22M
$50.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
24.6K+ 13.32% |
$1M - $1.04M
|
209K
$8.7M
|
|
|
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
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
22.8KNew |
$931K - $966K
|
22.8K
$949K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 55.16% |
$911K - $945K
|
62.8K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
22.3K+ 88.0% |
$910K - $944K
|
47.6K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.5K+ 4.76% |
$875K - $908K
|
472K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
21K+ 12.62% |
$857K - $889K
|
187K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 6.49% |
$830K - $861K
|
334K
$13.9M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
19.6K+ 203.99% |
$799K - $829K
|
29.2K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5K+ 14.17% |
$794K - $824K
|
157K
$6.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
19.4K+ 2.55% |
$792K - $822K
|
781K
$32.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
18.9K+ 7.57% |
$772K - $801K
|
269K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18.1K+ 7.11% |
$737K - $764K
|
272K
$11.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18K+ 182.52% |
$733K - $760K
|
27.8K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
17.8KNew |
$727K - $754K
|
17.8K
$742K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
17.6KNew |
$719K - $746K
|
17.6K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.3K+ 9.55% |
$704K - $730K
|
198K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
17.2K+ 21.78% |
$700K - $727K
|
96K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
17K+ 5.83% |
$695K - $721K
|
309K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16.9K+ 83.72% |
$688K - $714K
|
37K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
16.4K+ 5.48% |
$671K - $696K
|
316K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.2K+ 6.26% |
$662K - $687K
|
275K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.9K+ 7.2% |
$650K - $674K
|
237K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
15.2K+ 11.19% |
$618K - $642K
|
151K
$6.27M
|