Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
SELL
|
- |
-2.71K- 32.03% |
$116K - $117K
|
5.75K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.36K- 14.44% |
$144K - $145K
|
19.9K
$851K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-4K- 0.91% |
$171K - $173K
|
434K
$18.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.49K- 34.39% |
$192K - $194K
|
8.56K
$365K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.26K- 13.1% |
$225K - $228K
|
34.9K
$1.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.02K- 29.0% |
$343K - $347K
|
19.6K
$839K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12.6K- 14.16% |
$540K - $547K
|
76.7K
$3.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-14.1K- 2.42% |
$603K - $611K
|
569K
$24.3M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.7K- 6.74% |
$626K - $635K
|
203K
$8.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.9K- 7.93% |
$764K - $774K
|
208K
$8.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-57.8K- 22.91% |
$2.47M - $2.5M
|
195K
$8.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-304K- 88.18% |
$13M - $13.2M
|
40.8K
$1.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-797K- 51.98% |
$34M - $34.5M
|
736K
$31.4M
|
|