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 90.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
190,724
shares
|
$7.88 Million
4.67% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
189,028
shares
|
$7.81 Million
3.7% of portfolio
|
Q3 2024
Added 21.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
184,869
shares
|
$7.64 Million
0.03% of portfolio
|
Q3 2024
Added 46.95%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
180,694
shares
|
$7.46 Million
0.66% of portfolio
|
Q3 2024
Added 149.53%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179,608
shares
|
$7.42 Million
2.4% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
179,280
shares
|
$7.4 Million
4.62% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
178,923
shares
|
$7.39 Million
3.21% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
173,627
shares
|
$7.17 Million
6.77% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
172,582
shares
|
$7.13 Million
2.78% of portfolio
|
Q3 2024
Added 405.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
171,914
shares
|
$7.1 Million
0.38% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
170,224
shares
|
$7.03 Million
1.74% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
169,542
shares
|
$7 Million
0.47% of portfolio
|
Q4 2023
Reduced 12.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
168,598
shares
|
$6.96 Million
0.27% of portfolio
|
Q3 2024
Added 168.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
166,216
shares
|
$6.86 Million
0.05% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
163,280
shares
|
$6.74 Million
3.31% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
162,482
shares
|
$6.71 Million
0.16% of portfolio
|
Q3 2024
Added 2169.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,693
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
138,428
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
137,339
shares
|
$5.67 Million
0.6% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
136,129
shares
|
$5.62 Million
5.07% of portfolio
|
Q3 2024
Added 162.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
134,433
shares
|
$5.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.65%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
132,537
shares
|
$5.47 Million
3.41% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
130,096
shares
|
$5.37 Million
2.66% of portfolio
|
Q3 2024
Added 118.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,140
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
128,397
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2024
Added 140.06%
|