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 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-82- 24.48% |
$3.37K - $3.47K
|
253
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-101- 17.57% |
$4.15K - $4.28K
|
474
$20.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-120- 13.26% |
$4.93K - $5.08K
|
785
$33.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-133- 29.69% |
$5.47K - $5.64K
|
315
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 7.27% |
$6.62K - $6.82K
|
2.05K
$88.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-183- 0.63% |
$7.52K - $7.75K
|
29K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-189- 0.16% |
$7.77K - $8.01K
|
118K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-205- 0.12% |
$8.43K - $8.69K
|
177K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-223- 6.2% |
$9.17K - $9.45K
|
3.37K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-367- 6.31% |
$15.1K - $15.5K
|
5.45K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-374- 3.47% |
$15.4K - $15.8K
|
10.4K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-387- 5.69% |
$15.9K - $16.4K
|
6.41K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-395- 2.24% |
$16.2K - $16.7K
|
17.2K
$742K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-479- 1.13% |
$19.7K - $20.3K
|
41.9K
$1.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-502- 0.21% |
$20.6K - $21.3K
|
237K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-509- 1.75% |
$20.9K - $21.6K
|
28.5K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-518- 0.27% |
$21.3K - $21.9K
|
195K
$8.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-523- 4.04% |
$21.5K - $22.2K
|
12.4K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-544- 5.81% |
$22.4K - $23K
|
8.83K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-608- 0.63% |
$25K - $25.8K
|
96.5K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-644- 2.29% |
$26.5K - $27.3K
|
27.5K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 0.67% |
$30.3K - $31.2K
|
109K
$4.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-826- 0.53% |
$33.9K - $35K
|
154K
$6.63M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-915- 10.89% |
$37.6K - $38.8K
|
7.49K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-921- 4.76% |
$37.9K - $39K
|
18.4K
$795K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-954- 2.41% |
$39.2K - $40.4K
|
38.7K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-990- 70.46% |
$40.7K - $41.9K
|
415
$17.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-991- 15.64% |
$40.7K - $42K
|
5.35K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 4.3% |
$61.7K - $63.6K
|
33.4K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.53K- 2.81% |
$62.7K - $64.7K
|
52.7K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 10.86% |
$72.7K - $74.9K
|
14.5K
$626K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.9K- 22.08% |
$78.2K - $80.6K
|
6.72K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.1K- 24.7% |
$86.1K - $88.8K
|
6.39K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-2.14K- 2.23% |
$88.1K - $90.8K
|
93.8K
$4.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.2K- 0.65% |
$90.6K - $93.4K
|
339K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-2.21K- 6.13% |
$90.7K - $93.5K
|
33.8K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.39K- 0.96% |
$98.2K - $101K
|
247K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.75K- 19.61% |
$113K - $116K
|
11.3K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.92K- 1.86% |
$120K - $124K
|
154K
$6.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.96K- 3.05% |
$121K - $125K
|
94K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.05K- 15.22% |
$125K - $129K
|
17K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3.29K- 17.49% |
$135K - $139K
|
15.5K
$669K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.3K- 8.36% |
$136K - $140K
|
36.2K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.51K- 0.81% |
$144K - $149K
|
430K
$18.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.62K- 1.84% |
$149K - $153K
|
193K
$8.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-3.72K- 1.38% |
$153K - $158K
|
265K
$11.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.79K- 8.16% |
$156K - $160K
|
42.6K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.86K- 1.81% |
$159K - $164K
|
210K
$9.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.93K- 4.31% |
$162K - $167K
|
87.3K
$3.76M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.97K- 24.49% |
$163K - $168K
|
12.2K
$527K
|