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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.2KNew |
$294K - $305K
|
7.2K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.03KNew |
$287K - $298K
|
7.03K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.97K+ 18.22% |
$284K - $295K
|
45.2K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.83K+ 85.86% |
$279K - $289K
|
14.8K
$615K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.63K+ 3.58% |
$271K - $281K
|
192K
$7.98M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.55KNew |
$267K - $277K
|
6.55K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.47KNew |
$264K - $274K
|
6.47K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.15K+ 6.34% |
$251K - $260K
|
103K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
6.06K+ 105.7% |
$247K - $256K
|
11.8K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.04K+ 16.54% |
$246K - $256K
|
42.6K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.81KNew |
$237K - $246K
|
5.81K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.57K+ 10.23% |
$227K - $236K
|
60K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.47K+ 187.91% |
$223K - $231K
|
8.38K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.43KNew |
$222K - $230K
|
5.43K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.35K+ 7.37% |
$218K - $226K
|
78K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.31KNew |
$217K - $225K
|
5.31K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.29K+ 81.39% |
$216K - $224K
|
11.8K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.13K+ 1.49% |
$209K - $217K
|
350K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.08KNew |
$207K - $215K
|
5.08K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.93KNew |
$201K - $208K
|
4.93K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.84K+ 15.74% |
$198K - $205K
|
35.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.72K+ 1.03% |
$192K - $200K
|
461K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.23K+ 260.99% |
$172K - $179K
|
5.85K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.7K+ 5.21% |
$151K - $157K
|
74.8K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3.69K+ 0.54% |
$151K - $156K
|
685K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.6KNew |
$147K - $152K
|
3.6K
$150K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.6K+ 30.09% |
$147K - $152K
|
15.5K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.35K+ 15.49% |
$137K - $142K
|
25K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.27K+ 19.0% |
$133K - $138K
|
20.4K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.19K+ 6.29% |
$130K - $135K
|
54K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.11K+ 39.85% |
$127K - $131K
|
10.9K
$454K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.07K+ 1.32% |
$125K - $130K
|
236K
$9.84M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.07K+ 60.66% |
$125K - $130K
|
8.12K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.02K+ 2.33% |
$123K - $128K
|
133K
$5.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.78K+ 0.65% |
$113K - $118K
|
433K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.71K+ 156.88% |
$111K - $115K
|
4.44K
$185K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.63K+ 1.25% |
$107K - $111K
|
214K
$8.89M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.42KNew |
$98.7K - $102K
|
2.42K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.33K+ 10.91% |
$95.2K - $98.8K
|
23.7K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.32K+ 38.16% |
$94.6K - $98.2K
|
8.4K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.23K+ 0.5% |
$91K - $94.5K
|
450K
$18.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.18K+ 33.89% |
$89K - $92.3K
|
8.62K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.17K+ 2.43% |
$88.4K - $91.7K
|
91.2K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.15K+ 1.03% |
$87.5K - $90.8K
|
210K
$8.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.04K+ 14.27% |
$83.3K - $86.5K
|
16.4K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03K+ 0.82% |
$82.8K - $85.9K
|
249K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.9K+ 16.96% |
$77.6K - $80.5K
|
13.1K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 23.36% |
$76K - $78.9K
|
9.84K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.81KNew |
$73.8K - $76.6K
|
1.81K
$75.3K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.7KNew |
$69.3K - $71.9K
|
1.7K
$70.7K
|