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 924 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 $25.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
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
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
68,218
shares
|
$2.37 Million
1.12% of portfolio
|
Q3 2024
Added 13.59%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
66,994
shares
|
$2.33 Million
0.29% of portfolio
|
Q1 2024
Added 1.22%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
66,504
shares
|
$2.32 Million
0.86% of portfolio
|
Q3 2024
Added 1.09%
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
66,455
shares
|
$2.31 Million
1.22% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
66,201
shares
|
$2.3 Million
0.32% of portfolio
|
Q3 2022
New holding
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
65,258
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 30.64%
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
64,523
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2024
Added 141.59%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
63,823
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Added 34.93%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
63,542
shares
|
$2.21 Million
0.3% of portfolio
|
Q3 2024
Added 8.18%
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
60,946
shares
|
$2.12 Million
0.16% of portfolio
|
Q4 2023
Reduced 11.65%
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
60,832
shares
|
$2.12 Million
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
60,750
shares
|
$2.11 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
60,596
shares
|
$2.11 Million
1.06% of portfolio
|
Q4 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
60,497
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Added 50.62%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
59,452
shares
|
$2.07 Million
0.57% of portfolio
|
Q3 2024
Added 0.28%
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
58,068
shares
|
$2.02 Million
0.49% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
57,781
shares
|
$2.01 Million
0.82% of portfolio
|
Q3 2024
Added 30.62%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
57,701
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
57,351
shares
|
$2 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
57,169
shares
|
$1.99 Million
0.62% of portfolio
|
Q3 2024
Added 2.0%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
56,827
shares
|
$1.98 Million
0.18% of portfolio
|
Q3 2024
Added 19.76%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
55,446
shares
|
$1.93 Million
0.16% of portfolio
|
Q3 2024
Added 4.6%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,399
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 20.47%
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
54,535
shares
|
$1.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.11%
|