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 407 institutions that hold shares in the stock, with a total of 3.56 Billion shares, which have been reported (via 13F filing form) to have a value of $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,374
shares
|
$562,109
0.02% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
13,199
shares
|
$554,753
0.22% of portfolio
|
Q4 2024
Added 45.36%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
12,684
shares
|
$533,108
0.27% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
11,969
shares
|
$503,057
0.21% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,957
shares
|
$502,552
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
11,949
shares
|
$502,216
0.34% of portfolio
|
Q4 2024
Added 37.19%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
11,220
shares
|
$471,576
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
11,050
shares
|
$464,431
0.06% of portfolio
|
Q4 2024
Reduced 55.3%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10,843
shares
|
$455,731
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
10,769
shares
|
$452,621
0.08% of portfolio
|
Q4 2024
Reduced 91.48%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
10,107
shares
|
$424,797
0.3% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
10,002
shares
|
$420,384
0.1% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
9,774
shares
|
$410,801
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
9,483
shares
|
$398,570
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
9,369
shares
|
$393,779
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,022
shares
|
$379,194
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,000
shares
|
$378,270
0.07% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
8,666
shares
|
$364,231
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,621
shares
|
$362,340
0.08% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,607
shares
|
$361,752
0.09% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,566
shares
|
$360,028
0.01% of portfolio
|
Q3 2024
Reduced 47.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
8,295
shares
|
$348,638
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
8,055
shares
|
$338,551
0.15% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,048
shares
|
$338,257
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,979
shares
|
$335,357
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|