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 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.02K- 5.58% |
$84.4K - $87.1K
|
34.2K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.3K- 15.92% |
$95.9K - $99K
|
12.1K
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-2.33K- 2.67% |
$97.4K - $100K
|
85K
$3.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.45K- 5.76% |
$103K - $106K
|
40.2K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.7K- 8.35% |
$113K - $116K
|
29.6K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.74K- 97.89% |
$114K - $118K
|
59
$2.54K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.9K- 1.27% |
$121K - $125K
|
225K
$9.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-3.16K- 24.8% |
$132K - $136K
|
9.58K
$413K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.61K- 6.87% |
$151K - $156K
|
48.9K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.75K- 0.55% |
$240K - $248K
|
1.04M
$44.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-7.78K- 60.34% |
$325K - $336K
|
5.11K
$220K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8.13K- 54.59% |
$340K - $351K
|
6.76K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.61K- 3.56% |
$360K - $371K
|
233K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12.9K- 3.83% |
$540K - $558K
|
325K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-16.7K- 6.34% |
$697K - $719K
|
246K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.4K- 65.53% |
$771K - $795K
|
9.7K
$418K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 2.02% |
$902K - $931K
|
1.05M
$45.1M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-23.4K- 73.44% |
$978K - $1.01M
|
8.47K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-31.8K- 9.26% |
$1.33M - $1.37M
|
311K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-32.2K- 33.08% |
$1.35M - $1.39M
|
65.2K
$2.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-60.2KClosed |
$2.52M - $2.6M
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.5K- 5.53% |
$3.03M - $3.13M
|
1.24M
$53.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-115K- 31.34% |
$4.81M - $4.97M
|
252K
$10.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-634K- 99.01% |
$26.5M - $27.4M
|
6.32K
$273K
|