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 898 institutions that hold shares in the stock, with a total of 721 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,004,233
shares
|
$103 Million
27.82% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,976,749
shares
|
$102 Million
2.31% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
2,958,467
shares
|
$101 Million
31.24% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$99.9 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
2,925,657
shares
|
$99.9 Million
16.73% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,925,380
shares
|
$99.8 Million
30.38% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$98.1 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
|
$97.6 Million
31.11% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,811,815
shares
|
$96 Million
4.12% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
2,804,121
shares
|
$95.7 Million
2.28% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
2,768,235
shares
|
$94.5 Million
19.74% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$93.9 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
2,750,325
shares
|
$93.9 Million
1.14% of portfolio
|
Q2 2024
Added 14.07%
|
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
2,698,140
shares
|
$92.1 Million
20.45% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
2,609,893
shares
|
$89.1 Million
0.19% of portfolio
|
Q2 2024
Added 40.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,590,713
shares
|
$88.4 Million
0.21% of portfolio
|
Q2 2024
Added 70.02%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
2,572,915
shares
|
$87.8 Million
22.97% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
2,567,719
shares
|
$87.6 Million
16.56% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,484,739
shares
|
$84.8 Million
5.42% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,431,341
shares
|
$83 Million
24.37% of portfolio
|
Q2 2024
Added 7.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
2,417,500
shares
|
$82.5 Million
8.87% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
2,353,021
shares
|
$80.3 Million
22.91% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,348,174
shares
|
$80.1 Million
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
2,329,182
shares
|
$79.5 Million
37.88% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Heritage Investment Group, Inc.
|
Jul 22, 2024 Q2 2024 |
2,276,874
shares
|
$77.7 Million
10.08% of portfolio
|
Q2 2024
Added 1.2%
|