Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
333K+ 16.33% |
$13.9M - $14.4M
|
2.37M
$102M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
260K+ 38.12% |
$10.9M - $11.2M
|
943K
$40.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
257K+ 10.26% |
$10.7M - $11.1M
|
2.76M
$119M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
218KNew |
$9.1M - $9.39M
|
218K
$9.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
214K+ 23.4% |
$8.93M - $9.22M
|
1.13M
$48.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
212K+ 8.66% |
$8.87M - $9.16M
|
2.66M
$115M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
158K+ 7.34% |
$6.6M - $6.81M
|
2.31M
$99.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
144K+ 344.35% |
$6.04M - $6.23M
|
186K
$8.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
133K+ 36.87% |
$5.54M - $5.72M
|
492K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
115K+ 7.6% |
$4.82M - $4.97M
|
1.63M
$70.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
114K+ 11.28% |
$4.75M - $4.9M
|
1.12M
$48.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
80.7K+ 3.73% |
$3.37M - $3.48M
|
2.24M
$96.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.9K+ 6.65% |
$2.55M - $2.63M
|
978K
$42.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
52.1K+ 15.09% |
$2.18M - $2.25M
|
398K
$17.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
49.8K+ 8.18% |
$2.08M - $2.15M
|
658K
$28.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
49.5K+ 38.69% |
$2.07M - $2.14M
|
177K
$7.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
46.1K+ 3.39% |
$1.93M - $1.99M
|
1.41M
$60.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.3K+ 2.77% |
$1.73M - $1.78M
|
1.53M
$66.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
38.1K+ 6.57% |
$1.59M - $1.65M
|
618K
$26.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
37.5K+ 7.4% |
$1.57M - $1.62M
|
544K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
35.5K+ 14.23% |
$1.49M - $1.53M
|
285K
$12.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
33.7K+ 7.47% |
$1.41M - $1.46M
|
485K
$20.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
31.1K+ 80.66% |
$1.3M - $1.34M
|
69.6K
$3M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
27.9K+ 4.36% |
$1.17M - $1.2M
|
667K
$28.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
26.8K+ 7.67% |
$1.12M - $1.16M
|
377K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
25.3K+ 47.34% |
$1.06M - $1.09M
|
78.8K
$3.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24.2K+ 9.11% |
$1.01M - $1.05M
|
290K
$12.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
23.9K+ 5.78% |
$1M - $1.03M
|
438K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
23.5K+ 151.33% |
$981K - $1.01M
|
39K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
23K+ 5.63% |
$961K - $992K
|
432K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 19.44% |
$870K - $898K
|
128K
$5.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 386.84% |
$819K - $846K
|
24.7K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
19.3K+ 6.97% |
$805K - $831K
|
296K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
18.4K+ 17.32% |
$771K - $796K
|
125K
$5.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18.4K+ 2.74% |
$771K - $796K
|
690K
$29.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.2K+ 16.73% |
$760K - $784K
|
127K
$5.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.1K+ 13.11% |
$757K - $782K
|
156K
$6.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
17.5K+ 25.26% |
$731K - $754K
|
86.7K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.2K+ 7.95% |
$720K - $743K
|
234K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
16.9K+ 5.06% |
$707K - $730K
|
351K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16.8K+ 12.08% |
$702K - $725K
|
156K
$6.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.6K+ 7.59% |
$694K - $717K
|
235K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16K+ 1.87% |
$668K - $689K
|
872K
$37.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
15.8KNew |
$660K - $681K
|
15.8K
$681K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
15.2K+ 39.58% |
$634K - $655K
|
53.5K
$2.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1K+ 10.53% |
$549K - $567K
|
138K
$5.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8KNew |
$535K - $552K
|
12.8K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 5.29% |
$508K - $524K
|
242K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 12.17% |
$507K - $523K
|
112K
$4.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
11.8K+ 2.58% |
$491K - $507K
|
467K
$20.2M
|