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 332 institutions that hold shares in the stock, with a total of 88.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
179,676
shares
|
$7.42 Million
1.31% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179,608
shares
|
$7.41 Million
2.4% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
179,280
shares
|
$7.4 Million
4.62% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
175,160
shares
|
$7.23 Million
2.78% of portfolio
|
Q3 2024
Added 167.75%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
172,582
shares
|
$7.12 Million
2.78% of portfolio
|
Q3 2024
Added 405.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
171,914
shares
|
$7.1 Million
0.38% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
170,224
shares
|
$7.03 Million
1.74% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
169,542
shares
|
$7 Million
0.47% of portfolio
|
Q4 2023
Reduced 12.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
168,598
shares
|
$6.96 Million
0.27% of portfolio
|
Q3 2024
Added 168.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
166,216
shares
|
$6.86 Million
0.05% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
162,863
shares
|
$6.72 Million
3.11% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
162,482
shares
|
$6.71 Million
0.16% of portfolio
|
Q3 2024
Added 2169.3%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
161,209
shares
|
$6.65 Million
3.52% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,693
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
152,796
shares
|
$6.31 Million
4.08% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
150,172
shares
|
$6.2 Million
2.88% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
138,428
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
136,129
shares
|
$5.62 Million
5.07% of portfolio
|
Q3 2024
Added 162.57%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
134,616
shares
|
$5.56 Million
0.63% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
134,433
shares
|
$5.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.65%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
130,096
shares
|
$5.37 Million
2.66% of portfolio
|
Q3 2024
Added 118.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,140
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
128,397
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2024
Added 140.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
128,048
shares
|
$5.29 Million
0.36% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
126,448
shares
|
$5.22 Million
0.94% of portfolio
|
Q3 2024
Added 594.96%
|