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
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
562+ 2.1% |
$23.1K - $23.8K
|
27.3K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
469+ 3.8% |
$19.3K - $19.9K
|
12.8K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
434New |
$17.8K - $18.4K
|
434
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
400+ 59.7% |
$16.4K - $16.9K
|
1.07K
$46.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394+ 0.38% |
$16.2K - $16.7K
|
105K
$4.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
390+ 1.28% |
$16K - $16.5K
|
30.9K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
352+ 0.67% |
$14.5K - $14.9K
|
52.5K
$2.27M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
323+ 1.16% |
$13.3K - $13.7K
|
28.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
322+ 1.44% |
$13.2K - $13.6K
|
22.7K
$978K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
320+ 2.16% |
$13.2K - $13.6K
|
15.1K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
259+ 0.75% |
$10.6K - $11K
|
34.9K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
239+ 0.56% |
$9.82K - $10.1K
|
43.1K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 4.65% |
$9.41K - $9.7K
|
5.16K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
195+ 0.28% |
$8.01K - $8.26K
|
69.7K
$3.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
187+ 0.85% |
$7.69K - $7.92K
|
22.3K
$961K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
183+ 2.83% |
$7.52K - $7.75K
|
6.65K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
161+ 1.55% |
$6.62K - $6.82K
|
10.6K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
155+ 0.42% |
$6.37K - $6.57K
|
37.2K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
154+ 1.12% |
$6.33K - $6.52K
|
13.9K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
148+ 0.82% |
$6.08K - $6.27K
|
18.3K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
141+ 1.2% |
$5.8K - $5.97K
|
11.9K
$514K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
141+ 1.7% |
$5.8K - $5.97K
|
8.45K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
137+ 0.63% |
$5.63K - $5.8K
|
21.8K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
110New |
$4.52K - $4.66K
|
110
$4.74K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
109+ 0.07% |
$4.48K - $4.62K
|
161K
$6.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
108+ 0.54% |
$4.44K - $4.58K
|
19.9K
$859K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
97+ 1.85% |
$3.99K - $4.11K
|
5.34K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 0.69% |
$3.86K - $3.98K
|
13.8K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
88New |
$3.62K - $3.73K
|
88
$3.79K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
84+ 1.25% |
$3.45K - $3.56K
|
6.79K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
77+ 1.19% |
$3.16K - $3.26K
|
6.54K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$2.96K - $3.05K
|
72
$3.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 0.47% |
$2.88K - $2.97K
|
14.9K
$642K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
60+ 0.46% |
$2.47K - $2.54K
|
13.2K
$570K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
56New |
$2.3K - $2.37K
|
56
$2.41K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 0.87% |
$2.1K - $2.16K
|
5.9K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31+ 0.3% |
$1.27K - $1.31K
|
10.5K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 1.17% |
$822 - $847
|
1.73K
$74.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$740 - $763
|
20.6K
$887K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16+ 0.05% |
$658 - $678
|
34.4K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
14+ 0.28% |
$575 - $593
|
5.07K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11+ 0.14% |
$452 - $466
|
8.07K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9+ 0.11% |
$370 - $381
|
8.04K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 1.26% |
$329 - $339
|
643
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$164 - $169
|
10.9K
$470K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-36- 0.36% |
$1.48K - $1.53K
|
10.1K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 6.93% |
$2.06K - $2.12K
|
671
$28.9K
|
|
|
Sep 25, 2025
Q2 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-56- 0.81% |
$2.3K - $2.37K
|
6.82K
$294K
|