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 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-796- 45.07% |
$33.3K - $34.3K
|
970
$41.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-827- 1.92% |
$34.6K - $35.7K
|
42.3K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-952- 13.95% |
$39.8K - $41.1K
|
5.87K
$251K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-983- 3.25% |
$41.1K - $42.4K
|
29.3K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.05K- 33.19% |
$43.7K - $45.1K
|
2.1K
$89.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-1.17K- 1.55% |
$48.9K - $50.4K
|
74.4K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 9.14% |
$50.5K - $52.2K
|
12K
$513K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.21K- 0.09% |
$50.6K - $52.3K
|
1.38M
$58.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-1.24K- 3.98% |
$51.8K - $53.5K
|
29.9K
$1.28M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 21.19% |
$53.7K - $55.4K
|
4.78K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-1.31K- 5.0% |
$54.7K - $56.5K
|
24.9K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.34K- 6.14% |
$56K - $57.8K
|
20.5K
$876K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 3.96% |
$56.4K - $58.2K
|
32.7K
$1.4M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.52K- 18.88% |
$63.7K - $65.7K
|
6.54K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.53K- 95.15% |
$63.9K - $66K
|
78
$3.33K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.54K- 8.94% |
$64.3K - $66.4K
|
15.7K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.66K- 0.92% |
$69.5K - $71.8K
|
179K
$7.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.71K- 21.5% |
$71.6K - $73.9K
|
6.26K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.93K- 1.2% |
$80.5K - $83.1K
|
159K
$6.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.99K- 1.03% |
$83K - $85.7K
|
191K
$8.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.02K- 5.58% |
$84.4K - $87.1K
|
34.2K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.3K- 15.92% |
$95.9K - $99K
|
12.1K
$518K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-2.33K- 2.67% |
$97.4K - $100K
|
85K
$3.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.45K- 5.76% |
$103K - $106K
|
40.2K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.48K- 3.41% |
$104K - $107K
|
70.4K
$3.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.62K- 4.98% |
$110K - $113K
|
50.1K
$2.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.7K- 8.35% |
$113K - $116K
|
29.6K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.74K- 97.89% |
$114K - $118K
|
59
$2.52K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.9K- 1.27% |
$121K - $125K
|
225K
$9.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-3.16K- 24.8% |
$132K - $136K
|
9.58K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.2K- 15.92% |
$134K - $138K
|
16.9K
$721K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.61K- 6.87% |
$151K - $156K
|
48.9K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.97K- 31.93% |
$166K - $171K
|
8.47K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4K- 84.87% |
$167K - $173K
|
713
$30.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.02K- 3.53% |
$168K - $173K
|
110K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-4.12K- 7.49% |
$172K - $178K
|
50.9K
$2.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.28K- 4.48% |
$221K - $228K
|
112K
$4.81M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.61K- 9.43% |
$235K - $242K
|
53.9K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.74K- 6.77% |
$240K - $248K
|
79.1K
$3.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.75K- 0.55% |
$240K - $248K
|
1.04M
$44.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-5.79K- 48.78% |
$242K - $250K
|
6.08K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.01K- 1.72% |
$251K - $259K
|
343K
$14.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.43K- 28.33% |
$269K - $277K
|
16.3K
$694K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-6.61K- 24.09% |
$276K - $285K
|
20.8K
$890K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-6.62K- 13.31% |
$277K - $285K
|
43.1K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.1K- 1.79% |
$297K - $306K
|
389K
$16.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.5K- 13.33% |
$313K - $323K
|
48.7K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-7.78K- 60.34% |
$325K - $336K
|
5.11K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-7.82K- 12.92% |
$327K - $337K
|
52.7K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.83K- 1.32% |
$327K - $338K
|
583K
$24.9M
|
|