Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
627+ 1.72% |
$25.8K - $26.6K
|
37K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
352+ 0.67% |
$14.5K - $14.9K
|
52.5K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
183+ 2.83% |
$7.52K - $7.75K
|
6.65K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
155+ 0.42% |
$6.37K - $6.57K
|
37.2K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
154+ 1.12% |
$6.33K - $6.52K
|
13.9K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
141+ 1.2% |
$5.8K - $5.97K
|
11.9K
$503K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
141+ 1.7% |
$5.8K - $5.97K
|
8.45K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
137+ 0.63% |
$5.63K - $5.8K
|
21.8K
$920K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
94+ 0.69% |
$3.86K - $3.98K
|
13.8K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
84+ 1.25% |
$3.45K - $3.56K
|
6.79K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
77+ 1.19% |
$3.16K - $3.26K
|
6.54K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72New |
$2.96K - $3.05K
|
72
$3.03K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
56New |
$2.3K - $2.37K
|
56
$2.36K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16+ 0.05% |
$658 - $678
|
34.4K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 1.26% |
$329 - $339
|
643
$27.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 6.93% |
$2.06K - $2.12K
|
671
$28.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-183- 0.63% |
$7.52K - $7.75K
|
29K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-395- 2.24% |
$16.2K - $16.7K
|
17.2K
$726K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-523- 4.04% |
$21.5K - $22.2K
|
12.4K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-608- 0.63% |
$25K - $25.8K
|
96.5K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-644- 2.29% |
$26.5K - $27.3K
|
27.5K
$1.16M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-915- 10.89% |
$37.6K - $38.8K
|
7.49K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 4.3% |
$61.7K - $63.6K
|
33.4K
$1.41M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.9K- 22.08% |
$78.2K - $80.6K
|
6.72K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.2K- 0.65% |
$90.6K - $93.4K
|
339K
$14.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.92K- 1.86% |
$120K - $124K
|
154K
$6.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.62K- 1.84% |
$149K - $153K
|
193K
$8.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-3.72K- 1.38% |
$153K - $158K
|
265K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.79K- 8.16% |
$156K - $160K
|
42.6K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.57K- 31.31% |
$270K - $278K
|
14.4K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-7.87K- 7.25% |
$324K - $334K
|
101K
$4.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12.5K- 3.58% |
$515K - $531K
|
338K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.6K- 5.27% |
$600K - $619K
|
263K
$11.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-17.9K- 7.31% |
$734K - $757K
|
227K
$9.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-18.4K- 9.37% |
$758K - $781K
|
178K
$7.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.6K- 4.09% |
$806K - $831K
|
460K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-28K- 17.77% |
$1.15M - $1.18M
|
129K
$5.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.7K- 3.46% |
$1.26M - $1.3M
|
856K
$36.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-32.1K- 1.46% |
$1.32M - $1.36M
|
2.16M
$91.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-36.4K- 15.46% |
$1.5M - $1.54M
|
199K
$8.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-58.7K- 14.37% |
$2.41M - $2.49M
|
350K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62.2K- 21.3% |
$2.56M - $2.63M
|
230K
$9.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-65.8K- 31.67% |
$2.71M - $2.79M
|
142K
$5.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-77.4K- 81.7% |
$3.18M - $3.28M
|
17.3K
$731K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-112K- 77.84% |
$4.6M - $4.74M
|
31.9K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-168K- 86.48% |
$6.89M - $7.1M
|
26.2K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-306K- 95.59% |
$12.6M - $13M
|
14.1K
$595K
|