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 921 institutions that hold shares in the stock, with a total of 741 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
157,311
shares
|
$5.48 Million
3.82% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
156,675
shares
|
$5.46 Million
0.98% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
155,636
shares
|
$5.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
155,244
shares
|
$5.41 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
|
$5.37 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
|
$5.36 Million
3.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
151,139
shares
|
$5.26 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
|
$5.25 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
|
$5.24 Million
1.99% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
150,405
shares
|
$5.24 Million
1.06% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
148,574
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2024
Added 98.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
148,275
shares
|
$5.16 Million
2.97% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
143,232
shares
|
$4.99 Million
2.56% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
141,350
shares
|
$4.92 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
139,524
shares
|
$4.86 Million
0.28% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
139,203
shares
|
$4.85 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
138,954
shares
|
$4.84 Million
2.7% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
138,264
shares
|
$4.81 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
|
$4.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
135,532
shares
|
$4.72 Million
4.04% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
135,337
shares
|
$4.71 Million
5.38% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
128,860
shares
|
$4.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
127,560
shares
|
$4.44 Million
0.18% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
127,009
shares
|
$4.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
126,442
shares
|
$4.4 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.39%
|