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 |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
21,145
shares
|
$736,268
0.4% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
21,145
shares
|
$736,268
0.17% of portfolio
|
Q3 2024
Reduced 56.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
21,131
shares
|
$735,781
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
21,007
shares
|
$731,463
0.43% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
20,969
shares
|
$730,140
1.15% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
20,462
shares
|
$712,486
0.54% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
20,354
shares
|
$708,726
0.5% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
20,299
shares
|
$706,811
0.46% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
20,139
shares
|
$701,239
0.17% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
20,131
shares
|
$700,961
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
20,010
shares
|
$696,748
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
19,960
shares
|
$695,007
0.05% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
19,727
shares
|
$686,894
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
19,514
shares
|
$679,477
0.01% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
19,141
shares
|
$666,489
0.01% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
19,132
shares
|
$666,176
0.02% of portfolio
|
Q3 2024
Added 4086.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
19,037
shares
|
$662,868
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
18,984
shares
|
$661,022
0.05% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
18,983
shares
|
$660,988
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
18,779
shares
|
$653,884
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
18,751
shares
|
$652,909
0.19% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
18,578
shares
|
$646,885
0.1% of portfolio
|
Q4 2023
Added 3.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,485
shares
|
$643,647
0.0% of portfolio
|
Q3 2024
Added 507.26%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
18,395
shares
|
$640,513
0.45% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
18,332
shares
|
$638,320
0.14% of portfolio
|
Q3 2024
Reduced 1.45%
|