Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21.6K+ 23.13% |
$901K - $930K
|
115K
$4.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
21.5KNew |
$899K - $928K
|
21.5K
$919K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 19.44% |
$870K - $898K
|
128K
$5.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 26.87% |
$833K - $860K
|
94.1K
$4.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 386.84% |
$819K - $846K
|
24.7K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.3K+ 19.75% |
$807K - $833K
|
117K
$5M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
19.3K+ 6.97% |
$805K - $831K
|
296K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19.2K+ 112.63% |
$801K - $827K
|
36.2K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
19.1K+ 5.87% |
$799K - $825K
|
345K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
19.1K+ 7.15% |
$796K - $822K
|
285K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
18.4K+ 17.32% |
$771K - $796K
|
125K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18.4K+ 2.74% |
$771K - $796K
|
690K
$29.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.2K+ 16.73% |
$760K - $784K
|
127K
$5.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.1K+ 13.11% |
$757K - $782K
|
156K
$6.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
18K+ 2.64% |
$751K - $776K
|
698K
$29.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
17.5K+ 25.26% |
$731K - $754K
|
86.7K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.2K+ 7.95% |
$720K - $743K
|
234K
$9.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
16.9K+ 5.06% |
$707K - $730K
|
351K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
16.8K+ 7.96% |
$704K - $726K
|
228K
$9.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16.8K+ 12.08% |
$702K - $725K
|
156K
$6.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.6K+ 7.59% |
$694K - $717K
|
235K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16K+ 1.87% |
$668K - $689K
|
872K
$37.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
15.8KNew |
$660K - $681K
|
15.8K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.3K+ 41.91% |
$640K - $661K
|
51.9K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15.2K+ 1.93% |
$635K - $656K
|
801K
$34.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
15.2K+ 39.58% |
$634K - $655K
|
53.5K
$2.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14.9K+ 7.87% |
$622K - $642K
|
204K
$8.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.7K+ 3.42% |
$614K - $634K
|
444K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
14.6K+ 10.07% |
$611K - $630K
|
160K
$6.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.1K+ 3.24% |
$588K - $607K
|
449K
$19.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13.7K+ 10.05% |
$574K - $592K
|
150K
$6.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
13.6K+ 9.1% |
$570K - $588K
|
163K
$6.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1K+ 10.53% |
$549K - $567K
|
138K
$5.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8KNew |
$535K - $552K
|
12.8K
$546K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12.4K+ 2.1% |
$518K - $535K
|
602K
$25.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
12.3K+ 6.73% |
$513K - $530K
|
195K
$8.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 5.29% |
$508K - $524K
|
242K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 12.17% |
$507K - $523K
|
112K
$4.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.1K+ 4.11% |
$506K - $523K
|
307K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
11.8K+ 2.58% |
$491K - $507K
|
467K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
11.7K+ 10.83% |
$488K - $504K
|
119K
$5.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
11.5K+ 12.25% |
$481K - $496K
|
105K
$4.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
11.2K+ 2.44% |
$469K - $484K
|
472K
$20.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 7.09% |
$450K - $464K
|
163K
$6.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10.6K+ 6.15% |
$442K - $456K
|
182K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.5K+ 8.24% |
$440K - $454K
|
138K
$5.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 4.94% |
$438K - $452K
|
223K
$9.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
10.1K+ 4.48% |
$424K - $437K
|
237K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.64K+ 3.37% |
$403K - $416K
|
296K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
9.52KNew |
$398K - $411K
|
9.52K
$407K
|
|