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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.26K+ 41.87% |
$175K - $180K
|
14.4K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.22K+ 2.52% |
$173K - $179K
|
172K
$7.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.06K+ 1.91% |
$167K - $172K
|
217K
$9.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.03K+ 0.7% |
$165K - $171K
|
580K
$25M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
3.75K+ 0.79% |
$154K - $159K
|
476K
$20.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.69K+ 0.34% |
$151K - $156K
|
1.09M
$47.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3.67K+ 2.6% |
$151K - $156K
|
145K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.62K+ 19.93% |
$149K - $153K
|
21.8K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.59K+ 0.77% |
$147K - $152K
|
469K
$20.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 0.38% |
$142K - $147K
|
917K
$39.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.15K+ 6.08% |
$129K - $133K
|
55K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3K+ 60.35% |
$123K - $127K
|
7.97K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.95K+ 8.28% |
$121K - $125K
|
38.6K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.93K+ 1.5% |
$120K - $124K
|
198K
$8.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.88K+ 18.55% |
$119K - $122K
|
18.4K
$794K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.79KNew |
$115K - $118K
|
2.79K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.68K+ 13.39% |
$110K - $113K
|
22.7K
$976K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.61K+ 8.44% |
$107K - $111K
|
33.6K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.48K+ 2.41% |
$102K - $105K
|
106K
$4.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
2.32K+ 2.23% |
$95.4K - $98.3K
|
106K
$4.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.27K+ 1.85% |
$93.4K - $96.3K
|
125K
$5.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.26K+ 1.08% |
$93K - $95.8K
|
212K
$9.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.13K+ 0.84% |
$87.7K - $90.4K
|
256K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.11K+ 1.89% |
$86.5K - $89.2K
|
113K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.84K+ 10.41% |
$75.5K - $77.8K
|
19.5K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.69K+ 26.84% |
$69.4K - $71.6K
|
7.98K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 0.61% |
$67.7K - $69.8K
|
273K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.55K+ 15.92% |
$63.6K - $65.6K
|
11.3K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.54K+ 0.82% |
$63.5K - $65.4K
|
189K
$8.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.5K+ 3.9% |
$61.6K - $63.5K
|
39.9K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.44K+ 0.58% |
$59.1K - $60.9K
|
251K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.4K+ 0.92% |
$57.5K - $59.3K
|
154K
$6.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 0.89% |
$55.2K - $56.9K
|
152K
$6.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 17.64% |
$46.6K - $48K
|
7.56K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.13K+ 13.85% |
$46.2K - $47.7K
|
9.25K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 0.72% |
$43.4K - $44.7K
|
148K
$6.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
985+ 7.51% |
$40.5K - $41.7K
|
14.1K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
962+ 4.7% |
$39.5K - $40.8K
|
21.4K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
914+ 3.52% |
$37.6K - $38.7K
|
26.9K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
884+ 1.68% |
$36.3K - $37.5K
|
53.5K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
877+ 0.69% |
$36K - $37.2K
|
128K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
825+ 0.14% |
$33.9K - $35K
|
610K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
818+ 3.72% |
$33.6K - $34.7K
|
22.8K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
765+ 3.06% |
$31.4K - $32.4K
|
25.8K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
713+ 17.83% |
$29.3K - $30.2K
|
4.71K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
700+ 10.69% |
$28.8K - $29.7K
|
7.25K
$313K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
696+ 119.18% |
$28.6K - $29.5K
|
1.28K
$55.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
660+ 4.03% |
$27.1K - $28K
|
17K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
627+ 1.72% |
$25.8K - $26.6K
|
37K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
577+ 32.77% |
$23.7K - $24.4K
|
2.34K
$101K
|