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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
325,345
shares
|
$13.7 Million
0.48% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
322,645
shares
|
$13.6 Million
2.31% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
313,518
shares
|
$13.2 Million
5.86% of portfolio
|
Q4 2024
Added 92.5%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
305,758
shares
|
$12.9 Million
10.46% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
304,330
shares
|
$12.8 Million
2.94% of portfolio
|
Q4 2024
Added 36.04%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
302,639
shares
|
$12.8 Million
7.95% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
300,397
shares
|
$12.7 Million
6.62% of portfolio
|
Q4 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
299,909
shares
|
$12.7 Million
9.26% of portfolio
|
Q4 2024
New holding
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
295,813
shares
|
$12.5 Million
4.16% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
292,278
shares
|
$12.3 Million
9.72% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
288,845
shares
|
$12.2 Million
8.8% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
281,701
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
281,095
shares
|
$11.9 Million
6.98% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
279,994
shares
|
$11.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$11.1 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
262,281
shares
|
$11.1 Million
5.6% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
260,808
shares
|
$11 Million
6.34% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
259,187
shares
|
$10.9 Million
3.44% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
258,410
shares
|
$10.9 Million
5.21% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
253,985
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
249,981
shares
|
$10.6 Million
9.15% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
247,121
shares
|
$10.4 Million
2.34% of portfolio
|
Q4 2024
Added 45.17%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
241,087
shares
|
$10.2 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
241,086
shares
|
$10.2 Million
2.06% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
235,400
shares
|
$9.94 Million
4.15% of portfolio
|
Q4 2024
Added 6.71%
|