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 390 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 $147 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
5,071
shares
|
$209,635
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,060
shares
|
$209,180
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,029
shares
|
$207,898
0.02% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,963
shares
|
$205,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,803
shares
|
$157,216
0.02% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,427
shares
|
$141,672
0.0% of portfolio
|
Q3 2024
Added 100.64%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,294
shares
|
$136,173
0.02% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,203
shares
|
$132,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
3,149
shares
|
$130,179
0.08% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$123,730
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,911
shares
|
$120,340
0.0% of portfolio
|
Q4 2024
Added 48.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,391
shares
|
$98,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,315
shares
|
$95,702
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,215
shares
|
$91,568
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,027
shares
|
$83,796
0.0% of portfolio
|
Q3 2024
Added 679.62%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,937
shares
|
$80,075
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,743
shares
|
$72,055
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,730
shares
|
$71,518
0.0% of portfolio
|
Q4 2024
Reduced 75.13%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,709
shares
|
$70,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,697
shares
|
$70,153
0.01% of portfolio
|
Q4 2024
Reduced 28.12%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,620
shares
|
$66,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,483
shares
|
$61,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
881
shares
|
$36,420
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
853
shares
|
$35,263
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
779
shares
|
$32,203
0.02% of portfolio
|
Q3 2024
Reduced 72.77%
|