Institutional Ownership Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF). We have compiled data on the 430 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
11,303,338
shares
|
$476 Million
13.24% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
3,664,051
shares
|
$154 Million
9.18% of portfolio
|
Q2 2025
Added 11925.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,999,957
shares
|
$126 Million
11.48% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,793,770
shares
|
$118 Million
1.39% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,774,923
shares
|
$117 Million
23.4% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,686,620
shares
|
$113 Million
1.41% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,502,325
shares
|
$105 Million
13.75% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,372,465
shares
|
$100 Million
15.48% of portfolio
|
Q1 2025
Added 195.52%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,163,709
shares
|
$91.2 Million
13.91% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,148,340
shares
|
$90.6 Million
2.59% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,113,677
shares
|
$89.1 Million
0.77% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,919,174
shares
|
$80.9 Million
0.61% of portfolio
|
Q1 2025
Added 43.63%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,913,355
shares
|
$80.6 Million
6.49% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,491,156
shares
|
$62.9 Million
2.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,490,272
shares
|
$62.8 Million
0.09% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,481,182
shares
|
$62.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,454,208
shares
|
$61.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
1,421,585
shares
|
$59.9 Million
22.95% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,361,482
shares
|
$57.4 Million
10.44% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,346,097
shares
|
$56.7 Million
3.27% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,335,973
shares
|
$56.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$55.6 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,233,190
shares
|
$52 Million
5.53% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,215,266
shares
|
$51.2 Million
2.19% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,107,233
shares
|
$46.7 Million
1.84% of portfolio
|
Q1 2025
Reduced 5.66%
|