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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
36,214
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2024
Added 12.15%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
36,022
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Added 91.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,007
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
35,979
shares
|
$1.25 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
35,947
shares
|
$1.25 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
35,902
shares
|
$1.25 Million
1.08% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
35,890
shares
|
$1.25 Million
0.78% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
35,283
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
35,276
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
35,227
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
34,551
shares
|
$1.2 Million
0.71% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
34,528
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
34,085
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,907
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
33,882
shares
|
$1.18 Million
0.92% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
33,070
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
33,028
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
32,471
shares
|
$1.13 Million
0.73% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
32,405
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2021
Reduced 7.16%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
32,389
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
32,348
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
32,293
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
32,231
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
31,964
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
31,630
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 0.28%
|