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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
183,238
shares
|
$7.74 Million
0.78% of portfolio
|
Q4 2024
Added 124.2%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
181,009
shares
|
$7.64 Million
5.19% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
180,774
shares
|
$7.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
180,687
shares
|
$7.63 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179,608
shares
|
$7.58 Million
2.4% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
178,923
shares
|
$7.55 Million
3.21% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
178,486
shares
|
$7.54 Million
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
176,214
shares
|
$7.44 Million
0.31% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
174,789
shares
|
$7.38 Million
0.05% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
173,627
shares
|
$7.33 Million
6.77% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
169,542
shares
|
$7.16 Million
0.47% of portfolio
|
Q4 2023
Reduced 12.56%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
167,098
shares
|
$7.05 Million
3.06% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
166,379
shares
|
$7.02 Million
1.69% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
165,079
shares
|
$6.97 Million
0.12% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
163,280
shares
|
$6.89 Million
3.31% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
161,514
shares
|
$6.82 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
160,196
shares
|
$6.76 Million
2.09% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
157,400
shares
|
$6.65 Million
2.19% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
157,258
shares
|
$6.64 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
155,944
shares
|
$6.58 Million
1.21% of portfolio
|
Q4 2024
Added 141.31%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
155,760
shares
|
$6.58 Million
5.31% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
154,151
shares
|
$6.51 Million
5.63% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
149,510
shares
|
$6.31 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
143,359
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
142,238
shares
|
$6.01 Million
0.09% of portfolio
|
Q4 2024
Added 13.42%
|