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 410 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
11,557,175
shares
|
$478 Million
3.2% of portfolio
|
Q4 2024
Added 5902.29%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
11,119,995
shares
|
$460 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%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,793,770
shares
|
$116 Million
1.39% of portfolio
|
Q1 2025
Added 73.34%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,774,923
shares
|
$115 Million
23.4% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,634,017
shares
|
$109 Million
1.32% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
2,428,912
shares
|
$101 Million
14.17% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,185,499
shares
|
$90.4 Million
14.62% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,113,677
shares
|
$87.5 Million
0.77% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,040,511
shares
|
$84.4 Million
2.98% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
1,943,387
shares
|
$80.4 Million
2.26% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,732,734
shares
|
$71.7 Million
0.1% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,668,820
shares
|
$69.1 Million
5.64% of portfolio
|
Q4 2024
Added 63.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,486,708
shares
|
$61.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,469,863
shares
|
$60.8 Million
2.08% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,420,548
shares
|
$58.8 Million
0.08% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,387,217
shares
|
$57.4 Million
0.33% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,336,233
shares
|
$55.3 Million
0.45% of portfolio
|
Q4 2024
Added 43.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,333,299
shares
|
$55.2 Million
10.73% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,318,428
shares
|
$54.6 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 Million
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,224,872
shares
|
$50.7 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 Million
19.49% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,189,925
shares
|
$49.2 Million
1.69% of portfolio
|
Q4 2024
Added 1036.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,107,233
shares
|
$45.8 Million
1.84% of portfolio
|
Q1 2025
Reduced 5.66%
|