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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8.13K- 54.59% |
$340K - $351K
|
6.76K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.61K- 3.56% |
$360K - $371K
|
233K
$9.95M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10.1K- 7.14% |
$424K - $438K
|
132K
$5.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.5K- 10.5% |
$438K - $452K
|
89.3K
$3.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.1K- 4.69% |
$464K - $479K
|
226K
$9.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-12.9K- 3.83% |
$540K - $558K
|
325K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.9K- 13.21% |
$581K - $600K
|
91.3K
$3.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13.9K- 11.45% |
$582K - $601K
|
108K
$4.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 85.72% |
$582K - $601K
|
2.32K
$99.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-16.7K- 6.34% |
$697K - $719K
|
246K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.4K- 65.53% |
$771K - $795K
|
9.7K
$414K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 2.02% |
$902K - $931K
|
1.05M
$44.7M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-23.4K- 73.44% |
$978K - $1.01M
|
8.47K
$362K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-31.8K- 9.26% |
$1.33M - $1.37M
|
311K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-32.2K- 33.08% |
$1.35M - $1.39M
|
65.2K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32.2K- 13.45% |
$1.35M - $1.39M
|
207K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-59.8K- 9.71% |
$2.5M - $2.58M
|
556K
$23.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-60.2KClosed |
$2.52M - $2.6M
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.5K- 5.53% |
$3.03M - $3.13M
|
1.24M
$53M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94.2K- 15.17% |
$3.94M - $4.06M
|
527K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-115K- 52.67% |
$4.81M - $4.97M
|
103K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-115K- 31.34% |
$4.81M - $4.97M
|
252K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-116K- 26.41% |
$4.86M - $5.02M
|
324K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-206K- 43.04% |
$8.6M - $8.87M
|
272K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-211K- 42.98% |
$8.81M - $9.09M
|
280K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-634K- 99.01% |
$26.5M - $27.4M
|
6.32K
$270K
|
|