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 1,155 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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
573,587
shares
|
$22.4 Million
6.08% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
569,250
shares
|
$22.2 Million
0.23% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
563,574
shares
|
$22 Million
13.19% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
562,836
shares
|
$22 Million
10.78% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
551,549
shares
|
$21.5 Million
1.72% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
532,678
shares
|
$20.8 Million
0.93% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
526,619
shares
|
$20.5 Million
0.5% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
525,419
shares
|
$20.5 Million
6.91% of portfolio
|
Q3 2025
Added 146.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
520,957
shares
|
$20.3 Million
10.99% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
519,907
shares
|
$20.3 Million
6.41% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
511,049
shares
|
$19.9 Million
1.21% of portfolio
|
Q3 2025
Added 65.76%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
504,616
shares
|
$19.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
498,051
shares
|
$19.4 Million
9.75% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
496,598
shares
|
$19.4 Million
13.6% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
493,258
shares
|
$19.2 Million
0.09% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
491,315
shares
|
$19.2 Million
11.15% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
490,049
shares
|
$19.1 Million
11.43% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
485,254
shares
|
$18.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
483,878
shares
|
$18.9 Million
16.72% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
480,264
shares
|
$18.7 Million
5.09% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
476,826
shares
|
$18.6 Million
1.16% of portfolio
|
Q3 2025
Reduced 44.0%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
469,236
shares
|
$18.3 Million
14.42% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
466,259
shares
|
$18.2 Million
2.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
463,379
shares
|
$18.1 Million
11.91% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
456,678
shares
|
$17.8 Million
5.57% of portfolio
|
Q2 2025
Added 15.95%
|