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 448 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
232,822
shares
|
$9.95 Million
6.08% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jan 22, 2026 Q4 2025 |
232,460
shares
|
$9.93 Million
6.89% of portfolio
|
Q4 2025
Added 39.22%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
228,452
shares
|
$9.76 Million
7.95% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
227,250
shares
|
$9.71 Million
3.27% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
224,667
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
209,254
shares
|
$8.94 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
207,709
shares
|
$8.87 Million
0.11% of portfolio
|
Q4 2025
Reduced 7.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
207,477
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
203,794
shares
|
$8.71 Million
1.8% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
202,969
shares
|
$8.67 Million
0.52% of portfolio
|
Q4 2025
Reduced 6.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
199,655
shares
|
$8.53 Million
0.02% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
197,721
shares
|
$8.45 Million
1.49% of portfolio
|
Q4 2025
Added 55.9%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Jan 22, 2026 Q4 2025 |
195,270
shares
|
$8.34 Million
2.02% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
194,737
shares
|
$8.32 Million
1.17% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
194,532
shares
|
$8.31 Million
0.4% of portfolio
|
Q4 2025
Reduced 22.91%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
191,896
shares
|
$8.2 Million
1.21% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
186,351
shares
|
$7.96 Million
0.12% of portfolio
|
Q3 2025
Added 344.35%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
186,347
shares
|
$7.96 Million
4.59% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179,608
shares
|
$7.67 Million
2.4% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
177,481
shares
|
$7.58 Million
4.89% of portfolio
|
Q3 2025
Added 38.69%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
177,132
shares
|
$7.57 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
177,132
shares
|
$7.57 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
176,425
shares
|
$7.54 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
172,403
shares
|
$7.37 Million
0.32% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
171,578
shares
|
$7.33 Million
5.24% of portfolio
|
Q2 2025
Added 2.52%
|
|