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 1,092 institutions that hold shares in the stock, with a total of 814 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
3,322,214
shares
|
$115 Million
2.64% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
3,322,214
shares
|
$115 Million
2.27% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,315,673
shares
|
$115 Million
6.33% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,290,013
shares
|
$114 Million
7.39% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
3,194,161
shares
|
$111 Million
30.76% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,148,980
shares
|
$109 Million
5.53% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,137,751
shares
|
$109 Million
0.02% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,093,616
shares
|
$107 Million
0.28% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
3,084,328
shares
|
$107 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,075,888
shares
|
$107 Million
12.01% of portfolio
|
Q1 2025
Added 42.36%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
3,045,031
shares
|
$106 Million
21.36% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
3,038,167
shares
|
$105 Million
29.95% of portfolio
|
Q1 2025
Added 33.4%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
3,018,292
shares
|
$105 Million
25.46% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,984,535
shares
|
$103 Million
1.23% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
2,948,489
shares
|
$102 Million
37.33% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$101 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$99.6 Million
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,814,004
shares
|
$97.5 Million
1.14% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
2,789,275
shares
|
$96.6 Million
31.03% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,772,988
shares
|
$96.1 Million
14.43% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$95.3 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
2,748,362
shares
|
$95.2 Million
14.52% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,738,803
shares
|
$94.9 Million
27.88% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2,716,978
shares
|
$94.1 Million
43.47% of portfolio
|
Q1 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,597,909
shares
|
$90 Million
21.16% of portfolio
|
Q1 2025
Reduced 1.68%
|