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 1,063 institutions that hold shares in the stock, with a total of 799 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
392,407
shares
|
$13.1 Million
0.66% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
383,779
shares
|
$12.8 Million
7.93% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
375,545
shares
|
$12.6 Million
9.89% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
375,411
shares
|
$12.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
372,579
shares
|
$12.5 Million
0.8% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
368,139
shares
|
$12.3 Million
0.71% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
357,036
shares
|
$12 Million
0.01% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
355,740
shares
|
$11.9 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
350,286
shares
|
$11.7 Million
5.31% of portfolio
|
Q4 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
345,842
shares
|
$11.6 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
343,241
shares
|
$11.5 Million
14.5% of portfolio
|
Q4 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
340,857
shares
|
$11.4 Million
3.25% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
340,297
shares
|
$11.4 Million
5.99% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
339,698
shares
|
$11.4 Million
8.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
338,529
shares
|
$11.3 Million
0.11% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
337,692
shares
|
$11.3 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
337,478
shares
|
$11.3 Million
11.01% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
337,363
shares
|
$11.3 Million
6.17% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
332,680
shares
|
$11.1 Million
2.85% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
318,939
shares
|
$10.7 Million
7.38% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
316,069
shares
|
$10.6 Million
3.53% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
313,568
shares
|
$10.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
313,212
shares
|
$10.5 Million
8.08% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
310,332
shares
|
$10.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
310,246
shares
|
$10.4 Million
2.76% of portfolio
|
Q4 2024
Reduced 5.36%
|