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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.98K- 5.18% |
$164K - $169K
|
72.9K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4.06K- 0.38% |
$167K - $172K
|
1.08M
$46.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.17K- 10.91% |
$171K - $177K
|
34K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.81K- 2.56% |
$198K - $204K
|
183K
$7.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-4.95K- 1.83% |
$204K - $210K
|
266K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.1K- 0.74% |
$210K - $216K
|
680K
$29.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.69K- 8.59% |
$234K - $241K
|
60.6K
$2.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.95K- 16.99% |
$244K - $252K
|
29.1K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-6.57K- 17.82% |
$270K - $278K
|
30.3K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.57K- 31.31% |
$270K - $278K
|
14.4K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-7.79K- 10.28% |
$320K - $330K
|
68K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-7.87K- 7.25% |
$324K - $334K
|
101K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.15K- 12.04% |
$335K - $345K
|
59.5K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-8.17K- 2.83% |
$336K - $346K
|
281K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.72K- 13.43% |
$359K - $370K
|
56.2K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.81K- 4.64% |
$362K - $373K
|
181K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.18K- 1.84% |
$377K - $389K
|
490K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.23K- 5.94% |
$379K - $391K
|
146K
$6.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-11.9K- 7.33% |
$487K - $502K
|
150K
$6.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.9K- 0.89% |
$490K - $506K
|
1.32M
$57.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12.5K- 3.58% |
$515K - $531K
|
338K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-13.3K- 41.79% |
$545K - $562K
|
18.5K
$797K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.9K- 2.42% |
$571K - $589K
|
559K
$24.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.3K- 21.79% |
$588K - $607K
|
51.4K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.6K- 5.27% |
$600K - $619K
|
263K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-15.2K- 3.69% |
$623K - $642K
|
396K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-16.2K- 57.76% |
$667K - $688K
|
11.9K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.3K- 77.51% |
$711K - $733K
|
5.02K
$216K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-17.9K- 7.31% |
$734K - $757K
|
227K
$9.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-18K- 4.31% |
$739K - $762K
|
399K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-18.4K- 9.37% |
$758K - $781K
|
178K
$7.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.6K- 4.09% |
$806K - $831K
|
460K
$19.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-19.9K- 14.04% |
$816K - $842K
|
122K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20K- 75.97% |
$822K - $847K
|
6.32K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21.4K- 21.8% |
$880K - $907K
|
76.8K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-21.6K- 14.35% |
$889K - $916K
|
129K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-23.7K- 64.74% |
$973K - $1M
|
12.9K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-28K- 17.77% |
$1.15M - $1.18M
|
129K
$5.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-28.3K- 22.11% |
$1.16M - $1.2M
|
99.8K
$4.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.7K- 3.46% |
$1.26M - $1.3M
|
856K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-31.8K- 3.89% |
$1.31M - $1.35M
|
786K
$33.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-32.1K- 1.46% |
$1.32M - $1.36M
|
2.16M
$93.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-32.9K- 40.22% |
$1.35M - $1.39M
|
48.9K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-36.4K- 15.46% |
$1.5M - $1.54M
|
199K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38.1K- 28.14% |
$1.57M - $1.62M
|
97.4K
$4.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-38.7K- 3.49% |
$1.59M - $1.64M
|
1.07M
$46.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-49.3K- 7.7% |
$2.03M - $2.09M
|
591K
$25.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-49.5K- 7.45% |
$2.03M - $2.1M
|
615K
$26.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.6K- 3.33% |
$2.04M - $2.1M
|
1.44M
$62.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-58.7K- 14.37% |
$2.41M - $2.49M
|
350K
$15.1M
|