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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
99,175
shares
|
$3.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
99,072
shares
|
$3.63 Million
0.05% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
98,530
shares
|
$3.61 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
98,464
shares
|
$3.61 Million
1.31% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
98,367
shares
|
$3.61 Million
6.36% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
96,748
shares
|
$3.55 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
95,510
shares
|
$3.5 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
94,500
shares
|
$3.47 Million
2.57% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
94,373
shares
|
$3.46 Million
1.08% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
94,276
shares
|
$3.46 Million
2.45% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
92,836
shares
|
$3.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
92,057
shares
|
$3.38 Million
2.77% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
91,975
shares
|
$3.37 Million
0.11% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,243
shares
|
$3.35 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
91,164
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2023
Added 2.66%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
90,144
shares
|
$3.31 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
89,706
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
89,397
shares
|
$3.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
88,272
shares
|
$3.24 Million
1.17% of portfolio
|
Q1 2025
Reduced 97.76%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
88,260
shares
|
$3.24 Million
1.31% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
87,555
shares
|
$3.21 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
86,838
shares
|
$3.18 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
86,479
shares
|
$3.17 Million
2.66% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
84,988
shares
|
$3.12 Million
1.22% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
84,709
shares
|
$3.11 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.82%
|