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 334 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
13,194
shares
|
$538,974
0.21% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
13,059
shares
|
$533,460
0.28% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
12,975
shares
|
$530,028
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,869
shares
|
$525,698
0.06% of portfolio
|
Q3 2024
Added 158.88%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
12,830
shares
|
$524,105
0.38% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,705
shares
|
$518,999
0.02% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
12,508
shares
|
$510,951
0.29% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,958
shares
|
$488,484
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,767
shares
|
$480,681
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,136
shares
|
$454,905
0.09% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
10,383
shares
|
$424,145
0.12% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,070
shares
|
$411,359
0.09% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
10,018
shares
|
$409,235
0.4% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
10,002
shares
|
$408,581
0.1% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
9,865
shares
|
$402,985
0.27% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
9,796
shares
|
$400,166
0.18% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,774
shares
|
$399,267
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
9,728
shares
|
$397,388
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
9,483
shares
|
$387,380
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
9,080
shares
|
$370,918
0.16% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,022
shares
|
$368,548
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,000
shares
|
$367,650
0.07% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
8,852
shares
|
$361,604
0.24% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,851
shares
|
$361,563
0.17% of portfolio
|
Q3 2024
Reduced 90.84%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
8,834
shares
|
$360,868
0.07% of portfolio
|
Q3 2024
Added 2.69%
|