Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
401New |
$16.8K - $17.3K
|
401
$17.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
369+ 28.83% |
$15.4K - $15.9K
|
1.65K
$70.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
359New |
$15K - $15.5K
|
359
$15.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
319+ 1.17% |
$13.3K - $13.8K
|
27.7K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
307+ 0.44% |
$12.8K - $13.2K
|
70K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
269+ 11.51% |
$11.2K - $11.6K
|
2.61K
$111K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
232+ 4.34% |
$9.7K - $10K
|
5.58K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
227+ 0.61% |
$9.49K - $9.8K
|
37.4K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
186+ 28.93% |
$7.77K - $8.03K
|
829
$35.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
179+ 0.9% |
$7.48K - $7.72K
|
20.1K
$859K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
178New |
$7.44K - $7.68K
|
178
$7.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
151+ 1.52% |
$6.31K - $6.52K
|
10.1K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
144+ 0.74% |
$6.02K - $6.21K
|
19.6K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
135+ 1.13% |
$5.64K - $5.83K
|
12.1K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
130+ 0.7% |
$5.43K - $5.61K
|
18.6K
$793K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
120+ 1.14% |
$5.02K - $5.18K
|
10.7K
$456K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
113+ 1.9% |
$4.72K - $4.88K
|
6.08K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
100+ 0.96% |
$4.18K - $4.32K
|
10.5K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
89+ 21.45% |
$3.72K - $3.84K
|
504
$21.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84+ 0.01% |
$3.51K - $3.62K
|
1.09M
$46.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
60+ 0.71% |
$2.51K - $2.59K
|
8.51K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
58New |
$2.42K - $2.5K
|
58
$2.48K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 0.81% |
$2.01K - $2.07K
|
5.95K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39New |
$1.63K - $1.68K
|
39
$1.67K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 1.17% |
$1K - $1.04K
|
2.08K
$88.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 1.16% |
$836 - $863
|
1.75K
$74.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.07% |
$627 - $647
|
20.6K
$880K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
14+ 0.04% |
$585 - $604
|
34.4K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10+ 0.15% |
$418 - $432
|
6.66K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4New |
$167 - $173
|
4
$171
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2+ 0.02% |
$83.6 - $86.3
|
10.1K
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7- 0.09% |
$293 - $302
|
7.98K
$341K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-8- 0.12% |
$334 - $345
|
6.71K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 7.45% |
$2.09K - $2.16K
|
621
$26.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-69- 0.38% |
$2.88K - $2.98K
|
18.2K
$779K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-126- 1.2% |
$5.27K - $5.44K
|
10.4K
$444K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-129- 0.07% |
$5.39K - $5.57K
|
176K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-150- 0.2% |
$6.27K - $6.47K
|
76.7K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-202- 0.52% |
$8.44K - $8.72K
|
38.5K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-212- 3.81% |
$8.86K - $9.15K
|
5.35K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 5.54% |
$14.6K - $15.1K
|
5.97K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-461- 7.19% |
$19.3K - $19.9K
|
5.95K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-505- 3.58% |
$21.1K - $21.8K
|
13.6K
$581K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-510- 4.17% |
$21.3K - $22K
|
11.7K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-552- 8.51% |
$23.1K - $23.8K
|
5.94K
$254K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-573- 3.97% |
$24K - $24.7K
|
13.9K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-621- 7.04% |
$26K - $26.8K
|
8.2K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-630- 0.3% |
$26.3K - $27.2K
|
209K
$8.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-755- 3.06% |
$31.6K - $32.6K
|
24K
$1.02M
|
|