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 |
|---|---|---|---|---|---|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
180,242
shares
|
$7.03 Million
3.82% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
179,528
shares
|
$7.01 Million
0.61% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
178,933
shares
|
$6.98 Million
3.31% of portfolio
|
Q4 2023
Added 1639.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
176,686
shares
|
$6.89 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
173,851
shares
|
$6.78 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
170,721
shares
|
$6.66 Million
3.6% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
170,197
shares
|
$6.64 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
169,605
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2025
Added 290.45%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
163,179
shares
|
$6.37 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
161,889
shares
|
$6.32 Million
5.41% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
160,265
shares
|
$6.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
159,338
shares
|
$6.22 Million
4.49% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
159,276
shares
|
$6.21 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
159,061
shares
|
$6.21 Million
4.68% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
157,969
shares
|
$6.16 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
156,566
shares
|
$6.11 Million
0.44% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
156,018
shares
|
$6.09 Million
0.08% of portfolio
|
Q3 2025
Added 61.14%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
155,401
shares
|
$6.06 Million
2.78% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
154,359
shares
|
$6.02 Million
2.05% of portfolio
|
Q3 2025
Added 38.53%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
152,934
shares
|
$5.97 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
152,722
shares
|
$5.96 Million
2.63% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
152,276
shares
|
$5.94 Million
4.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
152,227
shares
|
$5.94 Million
0.91% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
151,726
shares
|
$5.92 Million
5.69% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
150,469
shares
|
$5.87 Million
2.63% of portfolio
|
Q2 2025
Added 0.3%
|