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 876 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
9,327
shares
|
$313,480
0.15% of portfolio
|
Q2 2024
Added 0.3%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
9,315
shares
|
$313,077
0.01% of portfolio
|
Q1 2023
Added 666.67%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
9,292
shares
|
$312,304
0.2% of portfolio
|
Q3 2023
Reduced 7.34%
|
|
Mokosak Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
9,290
shares
|
$312,236
0.1% of portfolio
|
Q2 2024
Added 0.29%
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
9,282
shares
|
$311,968
0.01% of portfolio
|
Q1 2024
Reduced 61.76%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
9,271
shares
|
$311,598
0.04% of portfolio
|
Q2 2024
Added 0.06%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
9,130
shares
|
$306,859
0.03% of portfolio
|
Q1 2024
Added 499.47%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
9,048
shares
|
$304,103
0.01% of portfolio
|
Q2 2024
Reduced 45.11%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
9,043
shares
|
$303,935
0.02% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
8,991
shares
|
$302,187
0.04% of portfolio
|
Q2 2024
Added 0.3%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,950
shares
|
$300,809
0.06% of portfolio
|
Q2 2023
Added 6.99%
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
8,894
shares
|
$298,927
0.08% of portfolio
|
Q2 2024
Added 0.28%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
8,764
shares
|
$294,558
0.03% of portfolio
|
Q2 2024
Added 43.91%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,756
shares
|
$294,289
0.04% of portfolio
|
Q4 2022
New holding
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
8,692
shares
|
$292,138
0.22% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 26, 2024 Q2 2024 |
8,666
shares
|
$291,264
0.22% of portfolio
|
Q1 2024
New holding
|
|
Von Berge Wealth Management Group, LLC
|
Jul 23, 2024 Q2 2024 |
8,657
shares
|
$290,961
0.18% of portfolio
|
Q2 2024
Added 7.75%
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
8,652
shares
|
$290,793
0.15% of portfolio
|
Q2 2024
Added 0.23%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
8,437
shares
|
$283,567
0.02% of portfolio
|
Q1 2023
New holding
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
8,410
shares
|
$282,660
0.07% of portfolio
|
Q2 2024
New holding
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 19, 2024 Q2 2024 |
8,407
shares
|
$282,559
0.09% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
8,365
shares
|
$281,147
0.05% of portfolio
|
Q4 2022
Reduced 3.97%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
8,365
shares
|
$281,147
0.05% of portfolio
|
Q4 2023
New holding
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Jul 26, 2024 Q2 2024 |
8,270
shares
|
$277,954
0.2% of portfolio
|
Q2 2024
New holding
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
8,210
shares
|
$275,938
0.04% of portfolio
|
Q3 2023
New holding
|