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 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12.6K+ 23.22% |
$516K - $532K
|
66.6K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.4KNew |
$511K - $527K
|
12.4K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 50.62% |
$493K - $509K
|
35.7K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.8KNew |
$442K - $456K
|
10.8K
$464K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
10.5KNew |
$431K - $444K
|
10.5K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
10.1K+ 4.38% |
$417K - $430K
|
241K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.1K+ 24.99% |
$416K - $429K
|
50.7K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 1.39% |
$412K - $424K
|
731K
$31.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.91KNew |
$407K - $420K
|
9.91K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.66K+ 4.43% |
$397K - $409K
|
228K
$9.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
9.28K+ 2.32% |
$381K - $393K
|
409K
$17.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.79K+ 1.95% |
$361K - $372K
|
459K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.49K+ 6.28% |
$349K - $360K
|
144K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
8.39K+ 4.02% |
$345K - $356K
|
217K
$9.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.25K+ 8.39% |
$339K - $349K
|
107K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.12K+ 8.13% |
$334K - $344K
|
108K
$4.65M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.04K+ 2.99% |
$330K - $340K
|
277K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
7.89K+ 7.95% |
$324K - $334K
|
107K
$4.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
7.71K+ 3.78% |
$317K - $327K
|
212K
$9.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
7.63K+ 6.83% |
$314K - $323K
|
119K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.62K+ 11.44% |
$313K - $323K
|
74.2K
$3.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.57K+ 4.33% |
$311K - $321K
|
182K
$7.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.46K+ 100.51% |
$307K - $316K
|
14.9K
$642K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.44K+ 16.46% |
$306K - $315K
|
52.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.34K+ 1.26% |
$302K - $311K
|
590K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.19KNew |
$295K - $305K
|
7.19K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.19K+ 10.33% |
$255K - $262K
|
66.1K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.03K+ 4.53% |
$248K - $255K
|
139K
$5.99M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
6.02K+ 3.88% |
$247K - $255K
|
161K
$6.94M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.98K+ 24.3% |
$246K - $253K
|
30.6K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.94K+ 3.0% |
$244K - $252K
|
204K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.76KNew |
$237K - $244K
|
5.76K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 4.16% |
$229K - $236K
|
140K
$6.03M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.56KNew |
$228K - $236K
|
5.56K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.51K+ 5.35% |
$227K - $234K
|
109K
$4.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.47K+ 13.77% |
$225K - $232K
|
45.2K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.46K+ 68.38% |
$224K - $231K
|
13.4K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
5.43K+ 0.7% |
$223K - $230K
|
786K
$33.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.31KNew |
$218K - $225K
|
5.31K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.29K+ 19.59% |
$218K - $224K
|
32.3K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.17K+ 4.83% |
$213K - $219K
|
112K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.15K+ 213.25% |
$212K - $218K
|
7.57K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.03K+ 4.89% |
$207K - $213K
|
108K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.96K+ 6.67% |
$204K - $210K
|
79.4K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.93K+ 1.74% |
$203K - $209K
|
289K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.77K+ 5.45% |
$196K - $202K
|
92.3K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.45K+ 5.94% |
$183K - $189K
|
79.4K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.45K+ 83.79% |
$183K - $189K
|
9.76K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4.4K+ 45.93% |
$181K - $186K
|
14K
$602K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.35K+ 6.85% |
$179K - $184K
|
67.8K
$2.92M
|