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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,055,187
shares
|
$106 Million
7.05% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
3,032,546
shares
|
$106 Million
39.67% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,004,233
shares
|
$105 Million
27.82% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
2,976,749
shares
|
$104 Million
2.68% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,976,749
shares
|
$104 Million
2.31% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
2,958,467
shares
|
$103 Million
31.24% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$102 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,925,380
shares
|
$102 Million
30.38% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
2,895,577
shares
|
$101 Million
15.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$100 Million
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
2,859,760
shares
|
$99.6 Million
31.11% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
2,768,235
shares
|
$96.4 Million
19.74% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$95.8 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,737,056
shares
|
$95.3 Million
15.26% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,730,783
shares
|
$95.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,684,398
shares
|
$93.5 Million
21.9% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
2,572,915
shares
|
$89.6 Million
22.97% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,533,101
shares
|
$88.2 Million
24.81% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,484,739
shares
|
$86.5 Million
5.42% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,472,250
shares
|
$86.1 Million
8.55% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,451,782
shares
|
$85.4 Million
3.08% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
2,409,060
shares
|
$83.9 Million
22.8% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,403,637
shares
|
$83.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,348,174
shares
|
$81.8 Million
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
2,329,182
shares
|
$81.1 Million
37.88% of portfolio
|
Q3 2024
Added 1.21%
|