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 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-60.8K- 11.13% |
$2.5M - $2.58M
|
485K
$20.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62.2K- 21.3% |
$2.56M - $2.63M
|
230K
$9.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-65.8K- 31.67% |
$2.71M - $2.79M
|
142K
$6.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-66.4K- 16.11% |
$2.73M - $2.81M
|
346K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-77.4K- 81.7% |
$3.18M - $3.28M
|
17.3K
$748K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-80.2K- 11.46% |
$3.29M - $3.4M
|
620K
$26.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-101K- 6.82% |
$4.15M - $4.28M
|
1.38M
$59.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-109K- 88.59% |
$4.49M - $4.63M
|
14.1K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-112K- 77.84% |
$4.6M - $4.74M
|
31.9K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142K- 9.78% |
$5.84M - $6.02M
|
1.31M
$56.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150K- 12.38% |
$6.18M - $6.37M
|
1.06M
$45.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-168K- 86.48% |
$6.89M - $7.1M
|
26.2K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-221K- 47.99% |
$9.09M - $9.37M
|
240K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-223K- 53.83% |
$9.15M - $9.43M
|
191K
$8.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-306K- 95.59% |
$12.6M - $13M
|
14.1K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-328K- 47.13% |
$13.5M - $13.9M
|
368K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-329K- 60.07% |
$13.5M - $13.9M
|
219K
$9.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-888K- 31.99% |
$36.5M - $37.6M
|
1.89M
$81.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.63M- 99.17% |
$149M - $154M
|
30.5K
$1.31M
|