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 909 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
156,675
shares
|
$5.63 Million
0.98% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
155,636
shares
|
$5.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
155,244
shares
|
$5.58 Million
0.04% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
154,187
shares
|
$5.54 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
153,956
shares
|
$5.53 Million
3.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
151,139
shares
|
$5.43 Million
2.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
150,723
shares
|
$5.42 Million
0.56% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
150,495
shares
|
$5.41 Million
1.99% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
150,405
shares
|
$5.4 Million
1.06% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
148,574
shares
|
$5.34 Million
0.02% of portfolio
|
Q3 2024
Added 98.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
148,275
shares
|
$5.33 Million
2.97% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
143,232
shares
|
$5.15 Million
2.56% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
141,350
shares
|
$5.08 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
139,524
shares
|
$5.01 Million
0.28% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
139,203
shares
|
$5 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
138,954
shares
|
$4.99 Million
2.7% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
138,264
shares
|
$4.97 Million
0.49% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
137,801
shares
|
$4.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
135,337
shares
|
$4.86 Million
5.38% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
130,992
shares
|
$4.71 Million
3.85% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
128,860
shares
|
$4.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
127,560
shares
|
$4.58 Million
0.18% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
127,009
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
126,442
shares
|
$4.54 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
126,261
shares
|
$4.54 Million
4.01% of portfolio
|
Q4 2023
New holding
|