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 902 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 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
|
$2.03 Billion
0.64% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
47,667,442
shares
|
$1.71 Billion
3.89% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
37,580,449
shares
|
$1.35 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
|
$1.34 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
|
$633 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
|
$472 Million
12.1% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
10,754,108
shares
|
$385 Million
15.07% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,768,593
shares
|
$350 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,650,538
shares
|
$346 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
|
$335 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
|
$323 Million
57.95% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
8,806,748
shares
|
$316 Million
12.55% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$270 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,327,678
shares
|
$263 Million
48.46% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,316,385
shares
|
$262 Million
56.52% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
6,497,779
shares
|
$233 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
|
$230 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,168,476
shares
|
$221 Million
28.91% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,424,234
shares
|
$194 Million
0.31% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
5,213,476
shares
|
$187 Million
11.11% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,176,446
shares
|
$186 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
5,030,433
shares
|
$180 Million
22.51% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 07, 2024 Q2 2024 |
4,699,180
shares
|
$168 Million
23.34% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,619,158
shares
|
$166 Million
3.93% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
4,523,643
shares
|
$162 Million
0.31% of portfolio
|
Q2 2024
Added 0.13%
|