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 1,092 institutions that hold shares in the stock, with a total of 814 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
53,776,312
shares
|
$1.86 Billion
4.13% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
52,206,307
shares
|
$1.81 Billion
0.58% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
37,796,124
shares
|
$1.31 Billion
23.61% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.29 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,359,776
shares
|
$602 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
16,373,873
shares
|
$567 Million
8.79% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
11,812,257
shares
|
$409 Million
13.47% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
10,568,884
shares
|
$366 Million
13.91% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
10,165,107
shares
|
$352 Million
34.18% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,656,173
shares
|
$335 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
9,218,618
shares
|
$319 Million
56.6% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,319,006
shares
|
$288 Million
1.65% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
7,764,224
shares
|
$269 Million
45.64% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,694,611
shares
|
$267 Million
1.92% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$261 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,745,007
shares
|
$234 Million
32.24% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,691,927
shares
|
$232 Million
53.31% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,914,155
shares
|
$205 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
5,612,395
shares
|
$194 Million
18.69% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
5,567,604
shares
|
$193 Million
11.55% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,272,530
shares
|
$183 Million
7.46% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,203,162
shares
|
$180 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,124,524
shares
|
$178 Million
2.33% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
4,965,047
shares
|
$172 Million
20.76% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,892,381
shares
|
$170 Million
31.54% of portfolio
|
Q1 2025
Added 2.31%
|