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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
68,248
shares
|
$2.88 Million
0.25% of portfolio
|
Q4 2024
Added 49.69%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
62,187
shares
|
$2.63 Million
0.07% of portfolio
|
Q4 2024
Added 279.79%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
58,495
shares
|
$2.47 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
55,000
shares
|
$2.32 Million
0.9% of portfolio
|
Q2 2024
Added 96.43%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
54,391
shares
|
$2.3 Million
0.54% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
54,327
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
53,571
shares
|
$2.26 Million
0.72% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
52,013
shares
|
$2.2 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
51,721
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
51,088
shares
|
$2.16 Million
1.07% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
50,782
shares
|
$2.14 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
49,703
shares
|
$2.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
48,862
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
47,898
shares
|
$2.02 Million
0.96% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
47,519
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2023
Reduced 64.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
46,264
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Added 89.95%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
46,034
shares
|
$1.94 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
45,622
shares
|
$1.93 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
45,450
shares
|
$1.92 Million
0.85% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
45,063
shares
|
$1.9 Million
1.53% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
44,168
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
43,942
shares
|
$1.86 Million
0.53% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
43,622
shares
|
$1.84 Million
0.2% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
41,973
shares
|
$1.77 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
41,657
shares
|
$1.76 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.89%
|