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 1,110 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
170,174
shares
|
$6.24 Million
0.04% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
168,808
shares
|
$6.19 Million
1.22% of portfolio
|
Q2 2025
Added 242.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
167,611
shares
|
$6.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
164,018
shares
|
$6.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
163,668
shares
|
$6 Million
4.54% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
163,484
shares
|
$5.99 Million
2.84% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
163,179
shares
|
$5.98 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
161,912
shares
|
$5.94 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
160,711
shares
|
$5.89 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
160,265
shares
|
$5.88 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
159,276
shares
|
$5.84 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
158,708
shares
|
$5.82 Million
5.56% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
158,089
shares
|
$5.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
156,259
shares
|
$5.73 Million
0.12% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
152,934
shares
|
$5.61 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
152,227
shares
|
$5.58 Million
0.91% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
150,023
shares
|
$5.5 Million
2.68% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
147,815
shares
|
$5.42 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
146,892
shares
|
$5.39 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
146,848
shares
|
$5.38 Million
3.93% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
146,724
shares
|
$5.38 Million
2.53% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
146,494
shares
|
$5.37 Million
2.18% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
146,048
shares
|
$5.36 Million
1.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
145,462
shares
|
$5.33 Million
3.61% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
145,265
shares
|
$5.33 Million
0.13% of portfolio
|
Q1 2025
New holding
|