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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
299,232
shares
|
$11.7 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
298,484
shares
|
$11.6 Million
1.09% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,470
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2023
Added 4.44%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
295,357
shares
|
$11.5 Million
1.81% of portfolio
|
Q2 2025
Added 1517.07%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
292,421
shares
|
$11.4 Million
7.42% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
291,758
shares
|
$11.4 Million
2.51% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
291,394
shares
|
$11.4 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
286,245
shares
|
$11.2 Million
6.48% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
277,841
shares
|
$10.8 Million
3.39% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
276,722
shares
|
$10.8 Million
1.77% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
276,252
shares
|
$10.8 Million
5.13% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
270,541
shares
|
$10.6 Million
0.87% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
264,468
shares
|
$10.3 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
259,367
shares
|
$10.1 Million
5.26% of portfolio
|
Q2 2024
Added 27.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
258,305
shares
|
$10.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
255,182
shares
|
$9.96 Million
2.19% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
253,507
shares
|
$9.89 Million
0.73% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
250,185
shares
|
$9.76 Million
3.3% of portfolio
|
Q3 2025
Added 45.71%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
248,724
shares
|
$9.71 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
243,066
shares
|
$9.48 Million
2.87% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
236,970
shares
|
$9.25 Million
0.18% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
235,633
shares
|
$9.19 Million
0.25% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
234,966
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
234,609
shares
|
$9.15 Million
1.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
233,957
shares
|
$9.13 Million
5.42% of portfolio
|
Q3 2025
Reduced 0.09%
|