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 424 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 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 |
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
282,024
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
276,525
shares
|
$11.7 Million
3.76% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
275,409
shares
|
$11.7 Million
3.72% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
271,485
shares
|
$11.5 Million
2.27% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
266,366
shares
|
$11.3 Million
5.6% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
266,053
shares
|
$11.3 Million
4.08% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
265,175
shares
|
$11.3 Million
8.61% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
263,609
shares
|
$11.2 Million
4.02% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
262,633
shares
|
$11.1 Million
6.99% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
255,982
shares
|
$10.9 Million
5.75% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
249,788
shares
|
$10.6 Million
3.76% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
249,403
shares
|
$10.6 Million
9.3% of portfolio
|
Q1 2025
Added 38.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
246,761
shares
|
$10.5 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
241,427
shares
|
$10.2 Million
5.58% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
237,617
shares
|
$10.1 Million
8.88% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
236,694
shares
|
$10 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
229,732
shares
|
$9.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.3%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
227,250
shares
|
$9.65 Million
3.27% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
226,502
shares
|
$9.62 Million
2.5% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
218,813
shares
|
$9.29 Million
4.15% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
218,149
shares
|
$9.26 Million
3.7% of portfolio
|
Q1 2025
Reduced 98.11%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
217,370
shares
|
$9.23 Million
4.74% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
216,509
shares
|
$9.19 Million
0.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
213,747
shares
|
$9.07 Million
2.82% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
212,063
shares
|
$9 Million
0.08% of portfolio
|
Q2 2025
Added 1.08%
|