Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.08K- 29.17% |
$84.9K - $88.1K
|
5.05K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.2K- 57.74% |
$89.6K - $92.9K
|
1.61K
$67.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.24K- 79.33% |
$91.5K - $94.9K
|
584
$24.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.91K- 21.68% |
$119K - $123K
|
10.5K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.12K- 10.42% |
$127K - $132K
|
26.8K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.27K- 53.07% |
$133K - $138K
|
2.89K
$122K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.31K- 16.26% |
$135K - $140K
|
17.1K
$719K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3.39K- 2.17% |
$138K - $143K
|
153K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.47K- 5.07% |
$141K - $147K
|
64.9K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.59K- 15.19% |
$146K - $152K
|
20K
$844K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.6K- 18.1% |
$147K - $152K
|
16.3K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.78K- 26.68% |
$154K - $160K
|
10.4K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.14K- 2.06% |
$169K - $175K
|
197K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.24K- 1.8% |
$173K - $179K
|
231K
$9.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.41K- 3.32% |
$180K - $186K
|
128K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-4.48K- 3.96% |
$183K - $190K
|
109K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.53K- 3.7% |
$185K - $192K
|
118K
$4.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.7K- 2.35% |
$192K - $199K
|
195K
$8.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-4.98K- 16.76% |
$203K - $211K
|
24.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.12K- 12.19% |
$209K - $217K
|
36.9K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-5.12K- 1.81% |
$209K - $217K
|
277K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-5.15K- 3.89% |
$210K - $218K
|
127K
$5.36M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-5.34K- 98.43% |
$218K - $226K
|
85
$3.58K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.53K- 6.8% |
$225K - $234K
|
75.8K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.53K- 0.37% |
$225K - $234K
|
1.48M
$62.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.63K- 2.8% |
$230K - $238K
|
195K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.7K- 6.9% |
$232K - $241K
|
76.8K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.82K- 8.04% |
$237K - $246K
|
66.6K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.26K- 27.9% |
$255K - $265K
|
16.2K
$682K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.45K- 13.19% |
$263K - $273K
|
42.4K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-6.76K- 25.87% |
$276K - $286K
|
19.4K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.04K- 40.46% |
$287K - $298K
|
10.4K
$437K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.06K- 90.74% |
$288K - $299K
|
721
$30.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.09K- 2.94% |
$330K - $342K
|
267K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-8.43K- 3.22% |
$344K - $357K
|
254K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 1.69% |
$427K - $443K
|
609K
$25.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-11.1K- 9.65% |
$454K - $471K
|
104K
$4.39M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.5K- 3.54% |
$512K - $531K
|
342K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.5K- 43.18% |
$591K - $614K
|
19.1K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16.3K- 9.41% |
$666K - $691K
|
157K
$6.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-16.4K- 7.68% |
$668K - $693K
|
197K
$8.29M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.2K- 2.61% |
$700K - $726K
|
640K
$27M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-17.3K- 24.15% |
$704K - $731K
|
54.2K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.5K- 61.39% |
$753K - $781K
|
11.6K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-18.7K- 11.69% |
$764K - $792K
|
141K
$5.96M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-19K- 32.51% |
$776K - $805K
|
39.5K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-19.7K- 11.79% |
$804K - $834K
|
147K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.6K- 42.23% |
$923K - $957K
|
30.9K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-22.6K- 55.48% |
$923K - $958K
|
18.2K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.7K- 78.54% |
$1.09M - $1.13M
|
7.3K
$308K
|