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 |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
529,012
shares
|
$22.3 Million
8.0% of portfolio
|
Q3 2023
Added 77.04%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
518,161
shares
|
$21.9 Million
6.14% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
512,274
shares
|
$21.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
505,584
shares
|
$21.3 Million
15.18% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
492,167
shares
|
$20.8 Million
0.25% of portfolio
|
Q4 2024
Added 23.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
481,949
shares
|
$20.3 Million
0.19% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
479,889
shares
|
$20.3 Million
9.92% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
457,577
shares
|
$19.3 Million
8.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
456,175
shares
|
$19.3 Million
0.03% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
451,024
shares
|
$19 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
450,681
shares
|
$19 Million
6.1% of portfolio
|
Q4 2024
Added 890.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
447,790
shares
|
$18.9 Million
1.66% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
437,087
shares
|
$18.5 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
436,491
shares
|
$18.4 Million
1.32% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
430,085
shares
|
$18.2 Million
9.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
426,879
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
406,482
shares
|
$17.2 Million
8.93% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
405,458
shares
|
$17.1 Million
0.0% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
398,613
shares
|
$16.8 Million
8.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
387,129
shares
|
$16.3 Million
13.29% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
367,854
shares
|
$15.5 Million
0.09% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
356,334
shares
|
$15 Million
3.64% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
354,168
shares
|
$15 Million
5.72% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
345,173
shares
|
$14.6 Million
3.38% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
343,108
shares
|
$14.5 Million
3.74% of portfolio
|
Q4 2024
Added 2.3%
|