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 334 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
10,483,426
shares
|
$428 Million
12.4% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,896,132
shares
|
$118 Million
11.58% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,662,187
shares
|
$109 Million
23.84% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,429,125
shares
|
$99.2 Million
1.24% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
2,080,667
shares
|
$85 Million
12.12% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
2,002,893
shares
|
$81.8 Million
13.64% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,861,887
shares
|
$76.1 Million
2.36% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,677,054
shares
|
$68.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,628,402
shares
|
$66.5 Million
2.92% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
1,611,770
shares
|
$65.8 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,590,530
shares
|
$65 Million
0.1% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,397,712
shares
|
$57.1 Million
1.84% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,358,205
shares
|
$55.5 Million
0.09% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
1,349,572
shares
|
$55.1 Million
22.74% of portfolio
|
Q2 2024
Added 10.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,325,907
shares
|
$54.2 Million
2.24% of portfolio
|
Q3 2024
Reduced 82.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$53.9 Million
0.34% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,315,316
shares
|
$53.7 Million
0.64% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,297,097
shares
|
$53 Million
0.35% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,237,847
shares
|
$50.6 Million
0.02% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
1,085,121
shares
|
$44.3 Million
8.49% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,035,969
shares
|
$42.3 Million
5.57% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,021,144
shares
|
$41.7 Million
3.52% of portfolio
|
Q3 2024
Added 41.65%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
934,351
shares
|
$38.2 Million
0.34% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
889,177
shares
|
$36.3 Million
17.5% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
859,022
shares
|
$35.1 Million
9.82% of portfolio
|
Q3 2024
Added 10.93%
|