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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
352,694
shares
|
$12.9 Million
0.79% of portfolio
|
Q1 2025
Added 267.84%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
342,670
shares
|
$12.6 Million
0.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
340,856
shares
|
$12.5 Million
3.44% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
339,698
shares
|
$12.5 Million
8.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
336,101
shares
|
$12.3 Million
5.89% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
334,264
shares
|
$12.3 Million
2.66% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
330,150
shares
|
$12.1 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
327,702
shares
|
$12 Million
7.86% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
320,091
shares
|
$11.7 Million
8.32% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
315,289
shares
|
$11.6 Million
7.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
314,990
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
314,110
shares
|
$11.5 Million
0.36% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
310,246
shares
|
$11.4 Million
2.75% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
307,505
shares
|
$11.3 Million
1.43% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
303,928
shares
|
$11.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
302,298
shares
|
$11.1 Million
3.6% of portfolio
|
Q1 2023
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
300,204
shares
|
$11 Million
1.3% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,470
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2023
Added 4.44%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
294,334
shares
|
$10.8 Million
7.22% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
287,575
shares
|
$10.5 Million
6.64% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
281,768
shares
|
$10.3 Million
2.28% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
281,270
shares
|
$10.3 Million
5.38% of portfolio
|
Q2 2025
Reduced 82.98%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
280,982
shares
|
$10.3 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
276,630
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
269,998
shares
|
$9.9 Million
0.99% of portfolio
|
Q1 2025
Added 23.26%
|