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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
473,284
shares
|
$19.3 Million
9.91% of portfolio
|
Q3 2024
Added 132.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
468,752
shares
|
$19.1 Million
6.01% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
461,475
shares
|
$18.9 Million
2.12% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
448,509
shares
|
$18.3 Million
2.39% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
444,066
shares
|
$18.1 Million
0.2% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
439,338
shares
|
$17.9 Million
12.45% of portfolio
|
Q3 2024
Added 60.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
437,450
shares
|
$17.9 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
435,784
shares
|
$17.8 Million
5.7% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
435,751
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
398,665
shares
|
$16.3 Million
0.22% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
398,162
shares
|
$16.3 Million
4.29% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
384,328
shares
|
$15.7 Million
1.23% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
365,286
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
343,108
shares
|
$14 Million
3.74% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
342,339
shares
|
$14 Million
6.19% of portfolio
|
Q2 2024
Added 11.39%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
338,002
shares
|
$13.8 Million
0.09% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
336,844
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
332,768
shares
|
$13.6 Million
3.38% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
315,100
shares
|
$12.9 Million
0.48% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
304,428
shares
|
$12.4 Million
2.31% of portfolio
|
Q3 2024
Reduced 65.95%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
291,939
shares
|
$11.9 Million
4.7% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
285,937
shares
|
$11.7 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
284,348
shares
|
$11.6 Million
7.78% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
281,701
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$10.8 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|