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 |
---|---|---|---|---|---|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
447,636
shares
|
$16.4 Million
11.79% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
446,637
shares
|
$16.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.52%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
443,697
shares
|
$16.3 Million
2.27% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
437,749
shares
|
$16.1 Million
3.72% of portfolio
|
Q2 2025
Added 25.96%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
436,238
shares
|
$16 Million
0.31% of portfolio
|
Q2 2025
Added 9.13%
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
435,034
shares
|
$16 Million
12.03% of portfolio
|
Q2 2025
Added 17.96%
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
422,421
shares
|
$15.5 Million
12.55% of portfolio
|
Q1 2025
Added 3.47%
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
408,444
shares
|
$15 Million
6.87% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
406,848
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Added 51.7%
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
401,502
shares
|
$14.7 Million
31.57% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
395,672
shares
|
$14.5 Million
0.84% of portfolio
|
Q1 2025
Added 6.2%
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
392,507
shares
|
$14.4 Million
12.33% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
392,465
shares
|
$14.4 Million
10.06% of portfolio
|
Q1 2025
Added 4.51%
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
389,464
shares
|
$14.3 Million
7.16% of portfolio
|
Q1 2025
Added 1.48%
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
387,234
shares
|
$14.2 Million
6.08% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
374,764
shares
|
$13.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
372,739
shares
|
$13.7 Million
5.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
370,613
shares
|
$13.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
368,139
shares
|
$13.5 Million
0.71% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
365,722
shares
|
$13.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
365,195
shares
|
$13.4 Million
3.48% of portfolio
|
Q2 2025
Added 1.45%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
364,936
shares
|
$13.4 Million
3.96% of portfolio
|
Q2 2025
Reduced 35.89%
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
363,536
shares
|
$13.3 Million
6.35% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
362,147
shares
|
$13.3 Million
5.82% of portfolio
|
Q1 2025
Added 3.39%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
356,460
shares
|
$13.1 Million
8.75% of portfolio
|
Q2 2025
Added 12.7%
|