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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
45,479
shares
|
$1.86 Million
0.66% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
44,739
shares
|
$1.83 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
43,730
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
43,501
shares
|
$1.78 Million
1.29% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
42,950
shares
|
$1.75 Million
0.85% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
41,752
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
41,455
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
41,111
shares
|
$1.68 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
40,443
shares
|
$1.65 Million
0.91% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
40,325
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,926
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,419
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
38,474
shares
|
$1.57 Million
0.72% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,970
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
37,647
shares
|
$1.54 Million
1.53% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
37,639
shares
|
$1.54 Million
1.49% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
36,968
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
36,789
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
36,199
shares
|
$1.48 Million
0.52% of portfolio
|
Q3 2024
Added 29.29%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
36,150
shares
|
$1.48 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,670
shares
|
$1.46 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
35,606
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
35,128
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
35,088
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
34,377
shares
|
$1.4 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.74%
|