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 |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
43,109
shares
|
$1.82 Million
0.19% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
42,618
shares
|
$1.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,571
shares
|
$1.79 Million
0.11% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
42,417
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
40,526
shares
|
$1.71 Million
1.67% of portfolio
|
Q1 2025
Added 456.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,926
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
39,717
shares
|
$1.67 Million
0.54% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
39,653
shares
|
$1.67 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
39,477
shares
|
$1.66 Million
0.64% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
38,519
shares
|
$1.62 Million
1.22% of portfolio
|
Q2 2025
Added 131.4%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
38,372
shares
|
$1.62 Million
1.53% of portfolio
|
Q1 2025
Added 52.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
38,208
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
37,201
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,167
shares
|
$1.57 Million
0.11% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
37,011
shares
|
$1.56 Million
0.32% of portfolio
|
Q1 2025
Added 83.72%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,997
shares
|
$1.56 Million
0.27% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
36,855
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
36,579
shares
|
$1.54 Million
1.04% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
36,021
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
35,612
shares
|
$1.5 Million
0.92% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
35,002
shares
|
$1.48 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
34,686
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
34,402
shares
|
$1.45 Million
0.92% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
33,799
shares
|
$1.42 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
33,709
shares
|
$1.42 Million
0.8% of portfolio
|
Q2 2023
Added 1.79%
|