Institutional Ownership Dimensional ETF Tr Core Fxd In (DFCF)
Currently, there are no institutions holding Dimensional ETF Tr Core Fxd In (DFCF). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
846,867
shares
|
$35 Million
5.85% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
841,090
shares
|
$34.7 Million
4.7% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
840,662
shares
|
$34.7 Million
2.71% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
835,535
shares
|
$34.5 Million
0.9% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
816,170
shares
|
$33.7 Million
4.94% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
794,529
shares
|
$32.8 Million
3.1% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
757,982
shares
|
$31.3 Million
0.08% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
712,896
shares
|
$29.4 Million
15.12% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
686,132
shares
|
$28.3 Million
7.75% of portfolio
|
Q3 2024
Added 36.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
670,490
shares
|
$27.7 Million
2.72% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
664,501
shares
|
$27.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
653,357
shares
|
$27 Million
15.67% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
631,771
shares
|
$26.1 Million
3.41% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
601,834
shares
|
$24.8 Million
0.3% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
564,377
shares
|
$23.3 Million
8.36% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$22.7 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$21.8 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
527,315
shares
|
$21.8 Million
11.02% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
521,243
shares
|
$21.5 Million
10.63% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
508,486
shares
|
$21 Million
6.97% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
501,830
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2024
Added 32.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
499,750
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
499,521
shares
|
$20.6 Million
12.36% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
481,497
shares
|
$19.9 Million
4.38% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
473,284
shares
|
$19.5 Million
9.91% of portfolio
|
Q3 2024
Added 132.13%
|