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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
30,302
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
30,274
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
30,111
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
30,031
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
30,026
shares
|
$1.08 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
30,004
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
Added 71.37%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
29,935
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
29,785
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
29,653
shares
|
$1.07 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
29,645
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2024
Added 9.23%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
29,278
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
29,107
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
28,957
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
28,800
shares
|
$1.04 Million
0.71% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
28,708
shares
|
$1.03 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
28,449
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
28,438
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Added 149.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,387
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
28,138
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
28,110
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
27,866
shares
|
$1 Million
0.08% of portfolio
|
Q3 2022
Added 7.6%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
27,786
shares
|
$1 Million
0.23% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
27,066
shares
|
$974,105
0.16% of portfolio
|
Q2 2024
Added 28.54%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
26,976
shares
|
$970,866
0.32% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
26,953
shares
|
$970,038
0.71% of portfolio
|
Q2 2024
Added 0.89%
|