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 |
---|---|---|---|---|---|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
80,978
shares
|
$2.82 Million
0.19% of portfolio
|
Q3 2024
Added 7.09%
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
80,329
shares
|
$2.8 Million
2.47% of portfolio
|
Q3 2024
Added 2.84%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
80,020
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2024
Added 46.08%
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
78,628
shares
|
$2.74 Million
0.87% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
77,732
shares
|
$2.71 Million
1.74% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
77,409
shares
|
$2.7 Million
1.16% of portfolio
|
Q3 2023
Reduced 5.97%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
77,133
shares
|
$2.69 Million
1.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
77,030
shares
|
$2.68 Million
0.91% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
76,860
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
76,499
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2022
Added 197.64%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
76,152
shares
|
$2.65 Million
1.87% of portfolio
|
Q3 2024
Added 0.13%
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
75,323
shares
|
$2.62 Million
0.52% of portfolio
|
Q3 2024
Added 358.25%
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
74,762
shares
|
$2.6 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
74,377
shares
|
$2.59 Million
1.53% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
73,233
shares
|
$2.55 Million
0.32% of portfolio
|
Q3 2024
Added 0.33%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
73,226
shares
|
$2.55 Million
2.23% of portfolio
|
Q3 2024
Added 101.85%
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
72,633
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
72,322
shares
|
$2.52 Million
0.55% of portfolio
|
Q2 2023
New holding
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
72,158
shares
|
$2.51 Million
0.37% of portfolio
|
Q1 2024
Added 1.2%
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
71,114
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
70,198
shares
|
$2.44 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
69,920
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 41.72%
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
69,844
shares
|
$2.43 Million
0.85% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
68,883
shares
|
$2.4 Million
1.76% of portfolio
|
Q3 2024
Added 24.76%
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
68,560
shares
|
$2.39 Million
0.82% of portfolio
|
Q3 2023
New holding
|