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 1,154 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
56,562,304
shares
|
$2.18 Billion
4.2% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,829,103
shares
|
$2.11 Billion
0.6% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
40,038,710
shares
|
$1.54 Billion
23.99% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.43 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,435,874
shares
|
$671 Million
0.22% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,559,478
shares
|
$598 Million
7.94% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,520,639
shares
|
$520 Million
12.2% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
11,022,086
shares
|
$424 Million
33.97% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,603,980
shares
|
$408 Million
13.17% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8,989,552
shares
|
$346 Million
53.61% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
8,809,842
shares
|
$339 Million
5.12% of portfolio
|
Q2 2025
Added 108.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,634,946
shares
|
$332 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
8,036,958
shares
|
$309 Million
46.94% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,865,701
shares
|
$303 Million
1.6% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,605,462
shares
|
$293 Million
53.47% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$290 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,383,914
shares
|
$284 Million
1.73% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,394,643
shares
|
$246 Million
29.94% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,043,740
shares
|
$232 Million
0.28% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,538,651
shares
|
$213 Million
0.99% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,357,309
shares
|
$206 Million
11.15% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,996,437
shares
|
$192 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
4,964,241
shares
|
$191 Million
30.96% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,835,558
shares
|
$186 Million
19.2% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,833,081
shares
|
$186 Million
0.01% of portfolio
|
Q2 2025
Added 7.12%
|