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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,619,158
shares
|
$161 Million
3.93% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,577,800
shares
|
$159 Million
1.05% of portfolio
|
Q3 2024
Added 49.18%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,517,361
shares
|
$157 Million
30.86% of portfolio
|
Q3 2024
Added 326.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,495,574
shares
|
$157 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
4,219,798
shares
|
$147 Million
26.57% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,216,820
shares
|
$147 Million
9.97% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
4,190,766
shares
|
$146 Million
30.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,190,205
shares
|
$146 Million
0.32% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,180,504
shares
|
$146 Million
12.11% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,170,606
shares
|
$145 Million
0.01% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,011,643
shares
|
$140 Million
10.17% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,999,359
shares
|
$139 Million
0.85% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,925,073
shares
|
$137 Million
9.2% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
3,703,605
shares
|
$129 Million
39.86% of portfolio
|
Q4 2021
Added 5.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,482,211
shares
|
$121 Million
10.16% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,472,524
shares
|
$121 Million
4.9% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
3,428,141
shares
|
$119 Million
42.37% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
3,371,112
shares
|
$117 Million
63.46% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,334,257
shares
|
$116 Million
0.2% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,248,998
shares
|
$113 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,158,259
shares
|
$110 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,136,038
shares
|
$109 Million
1.28% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,130,907
shares
|
$109 Million
8.02% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,113,333
shares
|
$108 Million
1.36% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,111,951
shares
|
$108 Million
23.59% of portfolio
|
Q3 2024
Added 0.62%
|