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 1,109 institutions that hold shares in the stock, with a total of 819 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
537,068
shares
|
$19.7 Million
15.2% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
536,170
shares
|
$19.7 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
528,798
shares
|
$19.4 Million
0.44% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
526,619
shares
|
$19.3 Million
0.5% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
521,949
shares
|
$19.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
517,280
shares
|
$19 Million
11.27% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
515,221
shares
|
$18.9 Million
6.29% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
507,031
shares
|
$18.6 Million
13.38% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
505,091
shares
|
$18.5 Million
4.87% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
499,003
shares
|
$18.3 Million
0.14% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
498,565
shares
|
$18.3 Million
10.85% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
498,051
shares
|
$18.3 Million
9.75% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
492,746
shares
|
$18.1 Million
0.02% of portfolio
|
Q1 2025
Added 99.97%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
491,315
shares
|
$18 Million
11.15% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
489,112
shares
|
$17.9 Million
0.04% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
483,878
shares
|
$17.7 Million
16.72% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
477,028
shares
|
$17.5 Million
11.02% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
472,537
shares
|
$17.3 Million
0.09% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
463,001
shares
|
$17 Million
11.15% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
462,744
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
460,781
shares
|
$16.9 Million
5.01% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
456,678
shares
|
$16.7 Million
5.57% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
455,627
shares
|
$16.7 Million
0.18% of portfolio
|
Q3 2023
Added 2.61%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
451,800
shares
|
$16.6 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
451,473
shares
|
$16.6 Million
1.08% of portfolio
|
Q1 2025
Reduced 15.27%
|