Institutional Ownership Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC). We have compiled data on the 876 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
53,433,075
shares
|
$1.75 Billion
0.61% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
47,667,442
shares
|
$1.56 Billion
3.89% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
37,330,267
shares
|
$1.23 Billion
24.81% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.22 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
17,656,203
shares
|
$579 Million
0.29% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
13,176,702
shares
|
$432 Million
12.1% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
10,754,108
shares
|
$353 Million
15.07% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
9,908,185
shares
|
$325 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
9,757,567
shares
|
$320 Million
3.09% of portfolio
|
Q2 2024
Added 82.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
9,185,348
shares
|
$301 Million
36.06% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
9,063,653
shares
|
$297 Million
58.6% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
8,416,329
shares
|
$276 Million
12.43% of portfolio
|
Q2 2024
Added 18.39%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$247 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Greenspring Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
7,393,521
shares
|
$243 Million
59.21% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Geometric Wealth Advisors
|
Aug 13, 2024 Q2 2024 |
7,152,209
shares
|
$235 Million
48.1% of portfolio
|
Q2 2024
Added 6.7%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
6,497,779
shares
|
$213 Million
31.95% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,426,846
shares
|
$211 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
6,144,820
shares
|
$202 Million
29.2% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,424,234
shares
|
$178 Million
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
5,236,081
shares
|
$172 Million
2.5% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
5,213,476
shares
|
$171 Million
11.11% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
5,030,433
shares
|
$165 Million
22.51% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
4,802,091
shares
|
$158 Million
4.41% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
4,699,181
shares
|
$154 Million
23.34% of portfolio
|
Q2 2024
Added 5.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
4,644,645
shares
|
$152 Million
0.37% of portfolio
|
Q2 2024
Added 2.72%
|