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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
363,539
shares
|
$14.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
361,319
shares
|
$14.1 Million
3.25% of portfolio
|
Q3 2025
Added 1458.22%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
357,826
shares
|
$14 Million
6.21% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
356,198
shares
|
$13.9 Million
4.81% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
353,940
shares
|
$13.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
347,846
shares
|
$13.6 Million
0.12% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
339,698
shares
|
$13.3 Million
8.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
336,024
shares
|
$13.1 Million
2.8% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
329,939
shares
|
$12.9 Million
3.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
329,852
shares
|
$12.9 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
328,093
shares
|
$12.8 Million
5.56% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
327,702
shares
|
$12.8 Million
7.86% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
325,976
shares
|
$12.7 Million
4.96% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
325,976
shares
|
$12.7 Million
4.87% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
320,167
shares
|
$12.5 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
319,580
shares
|
$12.5 Million
7.76% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
319,479
shares
|
$12.5 Million
1.04% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
318,259
shares
|
$12.4 Million
2.55% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
314,456
shares
|
$12.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
314,426
shares
|
$12.3 Million
7.11% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
303,303
shares
|
$11.8 Million
0.04% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
302,298
shares
|
$11.8 Million
3.74% of portfolio
|
Q1 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
301,919
shares
|
$11.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
301,461
shares
|
$11.8 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
300,211
shares
|
$11.7 Million
1.27% of portfolio
|
Q2 2025
Added 0.0%
|