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 1,155 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
42,815
shares
|
$1.67 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
42,672
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
42,329
shares
|
$1.65 Million
0.52% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
42,116
shares
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 81.6%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
42,090
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
41,244
shares
|
$1.61 Million
0.66% of portfolio
|
Q2 2025
Added 31.9%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
41,147
shares
|
$1.61 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
40,602
shares
|
$1.58 Million
0.45% of portfolio
|
Q3 2025
Reduced 69.38%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
40,069
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2025
Added 38.0%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
39,579
shares
|
$1.54 Million
0.45% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39,236
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
39,113
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
38,986
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
38,944
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
38,853
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
38,716
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
38,593
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Added 499.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
38,548
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
38,497
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
38,035
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
38,006
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2025
Added 58.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
37,807
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
37,561
shares
|
$1.47 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
37,535
shares
|
$1.46 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
37,293
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.6%
|