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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
385,223
shares
|
$16.2 Million
11.82% of portfolio
|
Q1 2025
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
369,273
shares
|
$15.6 Million
10.99% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
365,203
shares
|
$15.4 Million
7.54% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
358,841
shares
|
$15.1 Million
0.53% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
351,223
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 215.56%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
349,925
shares
|
$14.7 Million
11.35% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
344,236
shares
|
$14.5 Million
9.31% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
339,422
shares
|
$14.3 Million
5.3% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
337,777
shares
|
$14.2 Million
3.25% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
333,857
shares
|
$14.1 Million
6.24% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
316,348
shares
|
$13.3 Million
9.32% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
315,888
shares
|
$13.3 Million
2.64% of portfolio
|
Q1 2025
Reduced 70.9%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
312,982
shares
|
$13.2 Million
0.98% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
309,323
shares
|
$13 Million
10.43% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
308,831
shares
|
$13 Million
6.82% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
301,990
shares
|
$12.7 Million
9.19% of portfolio
|
Q1 2025
Added 194.98%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
288,845
shares
|
$12.2 Million
8.8% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
286,492
shares
|
$12.1 Million
4.88% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
286,228
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
283,874
shares
|
$12 Million
0.19% of portfolio
|
Q1 2025
Added 71.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
282,024
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
275,409
shares
|
$11.6 Million
3.72% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
271,485
shares
|
$11.4 Million
2.27% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
271,320
shares
|
$11.4 Million
6.61% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
268,490
shares
|
$11.3 Million
3.8% of portfolio
|
Q1 2025
Added 17.22%
|