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 921 institutions that hold shares in the stock, with a total of 741 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
56,589,521
shares
|
$1.97 Billion
0.64% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
50,097,401
shares
|
$1.74 Billion
3.76% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
37,580,449
shares
|
$1.31 Billion
24.59% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.3 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
17,745,074
shares
|
$618 Million
0.28% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
13,106,777
shares
|
$456 Million
10.28% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
10,614,571
shares
|
$370 Million
14.93% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,768,593
shares
|
$340 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,650,538
shares
|
$336 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
9,345,272
shares
|
$325 Million
35.26% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9,024,258
shares
|
$314 Million
57.95% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
8,806,748
shares
|
$307 Million
12.55% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,901,035
shares
|
$275 Million
2.79% of portfolio
|
Q3 2024
Added 3095.6%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$262 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,327,678
shares
|
$255 Million
48.46% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,316,385
shares
|
$255 Million
56.52% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,700,568
shares
|
$233 Million
31.62% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,361,475
shares
|
$222 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,168,476
shares
|
$215 Million
28.91% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
5,547,011
shares
|
$193 Million
11.72% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
5,366,542
shares
|
$187 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,176,446
shares
|
$180 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,042,979
shares
|
$176 Million
22.59% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,877,118
shares
|
$170 Million
22.23% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,623,941
shares
|
$161 Million
0.32% of portfolio
|
Q3 2024
Added 2.22%
|