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 903 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
40,957
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
40,526
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
40,164
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,143
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39,236
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
39,113
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
38,944
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
38,593
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Added 499.36%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 09, 2024 Q2 2024 |
38,556
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
38,533
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
38,497
shares
|
$1.39 Million
0.45% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
38,487
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
38,453
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 13.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
37,854
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
37,578
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
37,270
shares
|
$1.34 Million
0.99% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
36,989
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
36,362
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.69%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
36,289
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Added 101.23%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
36,240
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
36,214
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2024
Added 12.15%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
36,022
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2024
Added 91.23%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
35,979
shares
|
$1.29 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
35,944
shares
|
$1.29 Million
0.34% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
35,902
shares
|
$1.29 Million
1.08% of portfolio
|
Q2 2024
Added 0.46%
|