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 403 institutions that hold shares in the stock, with a total of 3.56 Billion shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
40,781
shares
|
$1.72 Million
0.85% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
40,471
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 55.3%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
40,409
shares
|
$1.71 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,926
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
39,717
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
38,223
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
37,340
shares
|
$1.58 Million
0.32% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
37,288
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,919
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
36,529
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
36,021
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
35,929
shares
|
$1.52 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
35,475
shares
|
$1.5 Million
0.66% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
34,984
shares
|
$1.48 Million
0.79% of portfolio
|
Q4 2024
Added 36.32%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
34,797
shares
|
$1.47 Million
0.51% of portfolio
|
Q4 2024
Added 508.98%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
34,786
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
34,377
shares
|
$1.45 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
33,709
shares
|
$1.42 Million
0.8% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
33,585
shares
|
$1.42 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
32,588
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
32,356
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2024
Added 75.03%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
31,941
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
30,769
shares
|
$1.3 Million
0.77% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
30,071
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
29,896
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
Reduced 11.83%
|