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 371 institutions that hold shares in the stock, with a total of 3.55 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,439,913,328
shares
|
$143 Billion
8.57% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
11,557,175
shares
|
$480 Million
3.2% of portfolio
|
Q4 2024
Added 5902.29%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
11,119,995
shares
|
$462 Million
12.57% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,966,163
shares
|
$123 Million
11.32% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,662,187
shares
|
$111 Million
23.84% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,481,510
shares
|
$103 Million
13.14% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,429,125
shares
|
$101 Million
1.24% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,185,499
shares
|
$90.8 Million
14.62% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,909,521
shares
|
$79.4 Million
3.11% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,861,887
shares
|
$77.4 Million
2.36% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,732,734
shares
|
$72 Million
0.1% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,677,054
shares
|
$69.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,668,820
shares
|
$69.4 Million
5.64% of portfolio
|
Q4 2024
Added 63.43%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
1,611,770
shares
|
$67 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,445,944
shares
|
$60.1 Million
2.59% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,420,548
shares
|
$59 Million
0.08% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,405,908
shares
|
$58.4 Million
0.5% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,387,217
shares
|
$57.7 Million
0.33% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,336,233
shares
|
$55.5 Million
0.45% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.8 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,257,504
shares
|
$52.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,224,872
shares
|
$50.9 Million
3.23% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
1,208,441
shares
|
$50.2 Million
19.49% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,173,705
shares
|
$48.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,125,563
shares
|
$46.8 Million
8.54% of portfolio
|
Q4 2024
Added 3.73%
|