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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,125,563
shares
|
$47.5 Million
8.54% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,059,408
shares
|
$44.7 Million
5.42% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,045,109
shares
|
$44.1 Million
5.26% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
999,547
shares
|
$42.2 Million
10.59% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
925,849
shares
|
$39.1 Million
17.35% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
913,919
shares
|
$38.6 Million
0.89% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
886,300
shares
|
$37.4 Million
4.74% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
846,193
shares
|
$35.7 Million
0.08% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
806,715
shares
|
$34.1 Million
5.28% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
802,799
shares
|
$33.9 Million
8.33% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
767,947
shares
|
$32.4 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
761,147
shares
|
$32.1 Million
15.17% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
714,888
shares
|
$30.2 Million
1.98% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
681,444
shares
|
$28.8 Million
3.57% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
657,571
shares
|
$27.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
619,277
shares
|
$26.1 Million
0.29% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
619,091
shares
|
$26.1 Million
8.44% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
613,377
shares
|
$25.9 Million
5.25% of portfolio
|
Q4 2024
Added 27.39%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
583,897
shares
|
$24.7 Million
11.73% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
569,051
shares
|
$24 Million
10.98% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
552,173
shares
|
$23.3 Million
14.36% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
549,901
shares
|
$23.2 Million
7.17% of portfolio
|
Q2 2023
Added 17.74%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
543,309
shares
|
$22.9 Million
6.88% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
539,867
shares
|
$22.8 Million
12.36% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
533,627
shares
|
$22.5 Million
2.76% of portfolio
|
Q4 2024
Added 18.98%
|