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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
144,186
shares
|
$5.29 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
143,429
shares
|
$5.26 Million
2.66% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
142,667
shares
|
$5.23 Million
0.64% of portfolio
|
Q1 2025
Added 46.27%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
141,921
shares
|
$5.2 Million
3.8% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
141,872
shares
|
$5.2 Million
3.04% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
141,574
shares
|
$5.19 Million
4.35% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
136,305
shares
|
$5 Million
0.96% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
134,620
shares
|
$4.94 Million
0.53% of portfolio
|
Q1 2025
Added 130.09%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
134,320
shares
|
$4.93 Million
0.05% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
134,210
shares
|
$4.92 Million
5.65% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
133,195
shares
|
$4.88 Million
0.32% of portfolio
|
Q1 2025
Added 1365.45%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
132,615
shares
|
$4.86 Million
1.49% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
132,509
shares
|
$4.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
132,024
shares
|
$4.84 Million
0.0% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
130,965
shares
|
$4.8 Million
0.03% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
128,860
shares
|
$4.73 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
127,890
shares
|
$4.69 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
127,736
shares
|
$4.68 Million
1.02% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
127,560
shares
|
$4.68 Million
0.18% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
127,209
shares
|
$4.66 Million
0.12% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
126,370
shares
|
$4.63 Million
4.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
124,510
shares
|
$4.57 Million
0.28% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
124,344
shares
|
$4.56 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
122,977
shares
|
$4.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
120,896
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Added 39.25%
|