Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
36.2K+ 35.45% |
$1.49M - $1.53M
|
138K
$5.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.9K+ 11.38% |
$1.48M - $1.52M
|
352K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.6K+ 11.39% |
$1.46M - $1.51M
|
349K
$15M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
35.2K+ 7.47% |
$1.45M - $1.49M
|
506K
$21.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
33.1K+ 89.53% |
$1.36M - $1.4M
|
70.1K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
31.3K+ 8.47% |
$1.29M - $1.33M
|
401K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
31.1K+ 5.39% |
$1.28M - $1.32M
|
608K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30.7K+ 4.71% |
$1.26M - $1.3M
|
683K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
30.5K+ 101.05% |
$1.25M - $1.29M
|
60.7K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.9K+ 80.28% |
$1.19M - $1.23M
|
64.9K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
28.5K+ 2.91% |
$1.17M - $1.21M
|
1.01M
$43.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
28.2K+ 59.28% |
$1.16M - $1.2M
|
75.9K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28.2K+ 2.11% |
$1.16M - $1.19M
|
1.36M
$58.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27.1K+ 14.14% |
$1.11M - $1.15M
|
219K
$9.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
27K+ 96.43% |
$1.11M - $1.14M
|
55K
$2.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
26.6K+ 24.19% |
$1.09M - $1.13M
|
137K
$5.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.9K+ 0.96% |
$1.06M - $1.1M
|
2.71M
$117M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
25.9K+ 5.48% |
$1.06M - $1.1M
|
498K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.7K+ 10.7% |
$1.06M - $1.09M
|
266K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
24.3K+ 5.63% |
$998K - $1.03M
|
456K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23.4K+ 156.98% |
$962K - $992K
|
38.3K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
22.8K+ 271.97% |
$937K - $966K
|
31.2K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
21.9K+ 131.4% |
$899K - $927K
|
38.5K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
21.5K+ 9.96% |
$884K - $912K
|
238K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.3K+ 1.45% |
$875K - $902K
|
1.49M
$64.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21K+ 3.4% |
$864K - $891K
|
640K
$27.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
19.9K+ 6.44% |
$818K - $844K
|
329K
$14.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
19.9K+ 5.16% |
$817K - $842K
|
405K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
19.3K+ 7.0% |
$793K - $817K
|
295K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19K+ 5.31% |
$783K - $807K
|
378K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18.6K+ 4.3% |
$766K - $789K
|
451K
$19.5M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
18.6K+ 24.9% |
$765K - $789K
|
93.4K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
17.9K+ 5.67% |
$737K - $760K
|
334K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$734K - $757K
|
17.9K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
17.1K+ 5.53% |
$702K - $724K
|
326K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
16.5K+ 7.84% |
$679K - $700K
|
227K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.2K+ 406200.0% |
$668K - $688K
|
16.3K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
16.1K+ 232.24% |
$662K - $682K
|
23K
$993K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
15.5K+ 5.73% |
$638K - $658K
|
286K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
15.2K+ 28.24% |
$626K - $646K
|
69.2K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 19.48% |
$624K - $644K
|
93.2K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
15.2K+ 4.41% |
$623K - $643K
|
359K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 5.63% |
$618K - $637K
|
282K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
14.7K+ 17.65% |
$603K - $621K
|
97.7K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 269.59% |
$602K - $621K
|
20.1K
$866K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
14.2K+ 5.22% |
$583K - $601K
|
286K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.6K+ 9.23% |
$559K - $576K
|
161K
$6.94M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
13.4K+ 5.67% |
$551K - $568K
|
250K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
13.2K+ 9.44% |
$541K - $558K
|
153K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13.2K+ 19.27% |
$541K - $557K
|
81.4K
$3.51M
|