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 1,109 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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
120,082
shares
|
$4.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
120,015
shares
|
$4.4 Million
2.79% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
119,151
shares
|
$4.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
118,519
shares
|
$4.35 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
116,868
shares
|
$4.29 Million
0.84% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
115,776
shares
|
$4.25 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
115,625
shares
|
$4.24 Million
1.91% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
115,173
shares
|
$4.22 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
114,049
shares
|
$4.18 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
112,877
shares
|
$4.14 Million
3.22% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
111,060
shares
|
$4.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
111,017
shares
|
$4.07 Million
0.02% of portfolio
|
Q1 2025
Added 146.44%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
110,554
shares
|
$4.05 Million
0.02% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
110,165
shares
|
$4.04 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
108,413
shares
|
$3.98 Million
2.35% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
108,121
shares
|
$3.96 Million
1.46% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
107,840
shares
|
$3.95 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
106,346
shares
|
$3.9 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
103,299
shares
|
$3.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
101,662
shares
|
$3.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
99,802
shares
|
$3.66 Million
0.24% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
99,799
shares
|
$3.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
99,676
shares
|
$3.66 Million
1.93% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
99,388
shares
|
$3.64 Million
2.1% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
99,325
shares
|
$3.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|