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 |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
42,815
shares
|
$1.49 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
42,807
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Added 102.28%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
42,617
shares
|
$1.48 Million
0.55% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
41,926
shares
|
$1.46 Million
1.11% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
41,773
shares
|
$1.45 Million
1.18% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
41,323
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2024
Added 11.39%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
40,957
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
40,526
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
40,143
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39,236
shares
|
$1.37 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
|
$1.36 Million
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
38,944
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
38,662
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
38,593
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2024
Added 499.36%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
38,497
shares
|
$1.34 Million
0.45% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
38,487
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
38,486
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
38,413
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
37,899
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
37,868
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
37,669
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
37,270
shares
|
$1.3 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
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
36,362
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2023
Reduced 5.69%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
36,240
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.73%
|