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 342 institutions that hold shares in the stock, with a total of 3.53 Billion shares, which have been reported (via 13F filing form) to have a value of $147 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,439,913,328
shares
|
$143 Billion
8.57% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
10,483,426
shares
|
$435 Million
12.4% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,896,132
shares
|
$120 Million
11.58% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,662,187
shares
|
$111 Million
23.84% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,481,510
shares
|
$103 Million
13.14% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,429,125
shares
|
$101 Million
1.24% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,185,499
shares
|
$90.8 Million
14.62% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,909,521
shares
|
$79.3 Million
3.11% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,861,887
shares
|
$77.3 Million
2.36% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,677,054
shares
|
$69.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
1,611,770
shares
|
$67 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,590,530
shares
|
$66.1 Million
0.1% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,445,944
shares
|
$60.1 Million
2.59% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,358,205
shares
|
$56.4 Million
0.09% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,336,233
shares
|
$55.5 Million
0.45% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,325,907
shares
|
$55.1 Million
2.24% of portfolio
|
Q3 2024
Reduced 82.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.8 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,315,316
shares
|
$54.6 Million
0.64% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,297,097
shares
|
$53.9 Million
0.35% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,237,847
shares
|
$51.4 Million
0.02% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,224,872
shares
|
$50.9 Million
3.23% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
1,208,441
shares
|
$50.2 Million
19.49% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,125,563
shares
|
$46.8 Million
8.54% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,059,408
shares
|
$44 Million
5.42% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,035,969
shares
|
$43 Million
5.57% of portfolio
|
Q3 2024
Added 4.92%
|