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 |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
573,252
shares
|
$24.2 Million
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
563,249
shares
|
$23.7 Million
14.07% of portfolio
|
Q1 2025
Added 2.01%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$23.2 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
547,559
shares
|
$23.1 Million
0.01% of portfolio
|
Q1 2025
Added 2776.14%
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
546,159
shares
|
$23 Million
6.68% of portfolio
|
Q1 2025
Added 5.4%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$22.3 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
507,976
shares
|
$21.4 Million
0.2% of portfolio
|
Q1 2025
Added 5.4%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
506,461
shares
|
$21.3 Million
4.76% of portfolio
|
Q2 2025
Added 7.47%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
499,558
shares
|
$21.1 Million
0.26% of portfolio
|
Q1 2025
Added 1.5%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
498,018
shares
|
$21 Million
5.85% of portfolio
|
Q2 2025
Added 5.48%
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
471,778
shares
|
$19.9 Million
9.15% of portfolio
|
Q1 2025
Added 3.1%
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
468,741
shares
|
$19.8 Million
1.26% of portfolio
|
Q2 2025
Added 0.77%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
460,893
shares
|
$19.4 Million
0.03% of portfolio
|
Q1 2025
Added 1.03%
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
460,494
shares
|
$19.4 Million
9.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
455,667
shares
|
$19.2 Million
13.74% of portfolio
|
Q2 2025
Added 5.63%
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
451,495
shares
|
$19 Million
9.11% of portfolio
|
Q2 2025
Added 4.3%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
450,022
shares
|
$19 Million
1.68% of portfolio
|
Q1 2025
Added 0.5%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
434,714
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
433,248
shares
|
$18.3 Million
4.23% of portfolio
|
Q1 2025
Added 42.36%
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
417,246
shares
|
$17.6 Million
9.26% of portfolio
|
Q1 2025
Added 2.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
413,630
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.13%
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
413,606
shares
|
$17.4 Million
3.86% of portfolio
|
Q2 2025
Added 9.97%
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
411,929
shares
|
$17.4 Million
0.11% of portfolio
|
Q1 2025
Added 11.98%
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
411,054
shares
|
$17.3 Million
2.03% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
408,746
shares
|
$17.2 Million
8.16% of portfolio
|
Q2 2025
Added 2.32%
|