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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
266,053
shares
|
$11.2 Million
4.08% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
265,175
shares
|
$11.2 Million
8.61% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$11.1 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
262,633
shares
|
$11.1 Million
6.99% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
253,848
shares
|
$10.7 Million
6.15% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
252,146
shares
|
$10.6 Million
1.08% of portfolio
|
Q1 2025
Added 37.61%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
249,403
shares
|
$10.5 Million
9.3% of portfolio
|
Q1 2025
Added 38.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
249,151
shares
|
$10.5 Million
2.28% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
237,196
shares
|
$10 Million
0.14% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
236,379
shares
|
$9.96 Million
4.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
231,287
shares
|
$9.75 Million
5.73% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
231,109
shares
|
$9.74 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
229,732
shares
|
$9.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.3%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
227,250
shares
|
$9.58 Million
3.27% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
226,502
shares
|
$9.55 Million
2.5% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
218,813
shares
|
$9.22 Million
4.15% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
218,149
shares
|
$9.19 Million
3.7% of portfolio
|
Q1 2025
Reduced 98.11%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
216,509
shares
|
$9.13 Million
0.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
216,101
shares
|
$9.11 Million
9.27% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
213,747
shares
|
$9.01 Million
2.82% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
212,063
shares
|
$8.94 Million
0.08% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
211,681
shares
|
$8.92 Million
3.23% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
208,977
shares
|
$8.81 Million
5.4% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
203,906
shares
|
$8.59 Million
8.52% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
202,118
shares
|
$8.52 Million
0.67% of portfolio
|
Q1 2025
Added 3.77%
|