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 1,154 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,813,209
shares
|
$185 Million
7.19% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
4,796,300
shares
|
$184 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
4,704,681
shares
|
$181 Million
22.37% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
4,621,024
shares
|
$178 Million
16.38% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,582,188
shares
|
$176 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,408,392
shares
|
$170 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,304,087
shares
|
$166 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,250,015
shares
|
$163 Million
13.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,186,694
shares
|
$161 Million
11.14% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,180,504
shares
|
$161 Million
12.11% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
4,104,437
shares
|
$158 Million
26.06% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
4,082,692
shares
|
$157 Million
31.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,038,467
shares
|
$155 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,025,732
shares
|
$155 Million
9.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,998,621
shares
|
$154 Million
16.93% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,991,274
shares
|
$154 Million
9.82% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,744,938
shares
|
$144 Million
0.2% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
3,709,551
shares
|
$143 Million
20.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
3,656,877
shares
|
$141 Million
35.53% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
3,589,292
shares
|
$138 Million
61.25% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,537,788
shares
|
$136 Million
6.4% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,523,004
shares
|
$135 Million
1.51% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
3,509,007
shares
|
$135 Million
36.51% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
3,494,353
shares
|
$134 Million
31.29% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,400,504
shares
|
$131 Million
0.67% of portfolio
|
Q2 2025
Reduced 12.59%
|