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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.7K+ 236.49% |
$69.3K - $71.9K
|
2.42K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.69K+ 11.31% |
$69K - $71.6K
|
16.6K
$693K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.67K+ 20.72% |
$68.1K - $70.6K
|
9.72K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.44K+ 7.1% |
$58.7K - $60.9K
|
21.7K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 1.9% |
$56.9K - $59K
|
74.9K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.27K+ 2.04% |
$51.7K - $53.6K
|
63.5K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 1.78% |
$49.6K - $51.5K
|
69.5K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.05K+ 17.91% |
$43K - $44.6K
|
6.93K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$42.7K - $44.3K
|
1.05K
$43.6K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.04K+ 4.17% |
$42.4K - $44K
|
26K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.02K+ 2.92% |
$41.7K - $43.3K
|
36K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.01K+ 134.18% |
$41.2K - $42.7K
|
1.76K
$73.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
920+ 2.47% |
$37.5K - $38.9K
|
38.2K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
903+ 10.42% |
$36.8K - $38.2K
|
9.57K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
901+ 0.6% |
$36.8K - $38.1K
|
150K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
899+ 1.22% |
$36.7K - $38K
|
74.4K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
858+ 0.22% |
$35K - $36.3K
|
399K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
769+ 10.66% |
$31.4K - $32.5K
|
7.99K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
768+ 0.09% |
$31.3K - $32.5K
|
887K
$36.9M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
746+ 1.46% |
$30.4K - $31.6K
|
51.8K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
650+ 1.81% |
$26.5K - $27.5K
|
36.6K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
565+ 0.58% |
$23K - $23.9K
|
98.2K
$4.09M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
545+ 0.31% |
$22.2K - $23.1K
|
177K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
502+ 2.34% |
$20.5K - $21.2K
|
22K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
449New |
$18.3K - $19K
|
449
$18.7K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
367+ 5.7% |
$15K - $15.5K
|
6.8K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
341+ 1.19% |
$13.9K - $14.4K
|
29.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
329+ 3.84% |
$13.4K - $13.9K
|
8.9K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
325+ 2.24% |
$13.3K - $13.8K
|
14.8K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
309+ 4.0% |
$12.6K - $13.1K
|
8.03K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
280New |
$11.4K - $11.8K
|
280
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
276+ 5.56% |
$11.3K - $11.7K
|
5.24K
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
253+ 1.99% |
$10.3K - $10.7K
|
12.9K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
232+ 1.14% |
$9.46K - $9.82K
|
20.6K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
219+ 0.05% |
$8.93K - $9.27K
|
480K
$20M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
195+ 1.44% |
$7.95K - $8.25K
|
13.7K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
170+ 0.11% |
$6.93K - $7.19K
|
162K
$6.73M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
169+ 9.89% |
$6.89K - $7.15K
|
1.88K
$78.1K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
140+ 2.2% |
$5.71K - $5.92K
|
6.49K
$270K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
135+ 0.72% |
$5.51K - $5.71K
|
18.8K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
129+ 2.03% |
$5.26K - $5.46K
|
6.47K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 0.25% |
$3.79K - $3.94K
|
37K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
89+ 0.45% |
$3.63K - $3.77K
|
19.8K
$825K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
84+ 0.42% |
$3.43K - $3.55K
|
20K
$831K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
72+ 0.03% |
$2.94K - $3.05K
|
211K
$8.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48+ 0.22% |
$1.96K - $2.03K
|
22.4K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 0.29% |
$1.75K - $1.82K
|
14.8K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
28New |
$1.14K - $1.18K
|
28
$1.17K
|