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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
126,261
shares
|
$4.42 Million
4.13% of portfolio
|
Q4 2023
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
124,345
shares
|
$4.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
124,017
shares
|
$4.34 Million
1.39% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
123,917
shares
|
$4.33 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
123,153
shares
|
$4.31 Million
1.08% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
121,739
shares
|
$4.26 Million
0.49% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
118,405
shares
|
$4.14 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
117,810
shares
|
$4.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
117,251
shares
|
$4.1 Million
3.63% of portfolio
|
Q4 2023
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
112,893
shares
|
$3.95 Million
0.8% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
110,783
shares
|
$3.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
109,622
shares
|
$3.83 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
107,627
shares
|
$3.76 Million
0.04% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
106,632
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
104,973
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
104,338
shares
|
$3.65 Million
0.17% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
103,859
shares
|
$3.63 Million
2.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
102,956
shares
|
$3.6 Million
0.13% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
102,525
shares
|
$3.59 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
100,804
shares
|
$3.53 Million
2.91% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
100,620
shares
|
$3.52 Million
0.22% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
99,981
shares
|
$3.5 Million
0.31% of portfolio
|
Q3 2024
Reduced 56.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
99,802
shares
|
$3.49 Million
0.24% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
98,591
shares
|
$3.45 Million
0.59% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
98,530
shares
|
$3.45 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.56%
|