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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15K+ 467.25% |
$610K - $633K
|
18.2K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
14.5K+ 11.58% |
$591K - $613K
|
139K
$5.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
14.2K+ 3.1% |
$579K - $601K
|
472K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 27.03% |
$570K - $592K
|
65.7K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7KNew |
$559K - $580K
|
13.7K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
13.6K+ 3.44% |
$555K - $575K
|
409K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13.5KNew |
$552K - $572K
|
13.5K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.4K+ 10.95% |
$545K - $566K
|
135K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13.4K+ 13.84% |
$545K - $566K
|
110K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
13.3KNew |
$544K - $565K
|
13.3K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
13.2K+ 9.32% |
$538K - $558K
|
155K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
13.2K+ 52.32% |
$538K - $558K
|
38.4K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
13K+ 5.85% |
$532K - $552K
|
236K
$9.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 9.15% |
$531K - $551K
|
155K
$6.46M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
12.8K+ 7.06% |
$521K - $541K
|
194K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.6K+ 16.76% |
$512K - $531K
|
87.5K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 10.12% |
$506K - $525K
|
135K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
12.3K+ 9.07% |
$500K - $519K
|
147K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 12.95% |
$490K - $509K
|
105K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 21.94% |
$486K - $505K
|
66.2K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.2K+ 12.23% |
$458K - $476K
|
103K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
11.1K+ 2.01% |
$452K - $469K
|
563K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.8K+ 2.65% |
$439K - $456K
|
417K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 1.32% |
$435K - $451K
|
817K
$34M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
10.5K+ 4.03% |
$429K - $445K
|
271K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10.3K+ 0.47% |
$421K - $436K
|
2.2M
$91.4M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10.1K+ 6.43% |
$412K - $428K
|
167K
$6.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.96K+ 9.83% |
$406K - $422K
|
111K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.73K+ 187.64% |
$397K - $412K
|
14.9K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
9.59K+ 4.64% |
$391K - $406K
|
216K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.33K+ 5.23% |
$380K - $395K
|
188K
$7.81M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.31K+ 12.63% |
$380K - $394K
|
83.1K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
9.02K+ 9.18% |
$368K - $382K
|
107K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
8.94K+ 3.86% |
$365K - $378K
|
240K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.93K+ 4.58% |
$364K - $378K
|
204K
$8.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.59K+ 44.01% |
$350K - $363K
|
28.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.45K+ 18.52% |
$345K - $358K
|
54.1K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
8.43K+ 2.81% |
$344K - $357K
|
309K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.43K+ 4.71% |
$344K - $357K
|
187K
$7.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.25K+ 18.78% |
$337K - $349K
|
52.2K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
8.05K+ 1.41% |
$328K - $341K
|
577K
$24M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.93K+ 47.59% |
$323K - $335K
|
24.6K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7.87K+ 8.29% |
$321K - $333K
|
103K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.84K+ 1.84% |
$320K - $332K
|
435K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.82K+ 10.57% |
$319K - $331K
|
81.8K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.67K+ 151.33% |
$313K - $325K
|
12.7K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.55K+ 16.75% |
$308K - $319K
|
52.6K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.42KNew |
$303K - $314K
|
7.42K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.39K+ 1.5% |
$301K - $313K
|
500K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.34K+ 3.77% |
$299K - $310K
|
202K
$8.41M
|