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 1,062 institutions that hold shares in the stock, with a total of 799 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16,084
shares
|
$542,352
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
15,945
shares
|
$537,665
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
15,881
shares
|
$535,507
0.03% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
15,841
shares
|
$534,158
0.13% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15,822
shares
|
$533,517
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,806
shares
|
$532,978
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
15,776
shares
|
$531,966
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,772
shares
|
$531,831
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
15,757
shares
|
$531,326
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
15,715
shares
|
$529,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
15,705
shares
|
$529,572
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
15,686
shares
|
$528,931
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
15,440
shares
|
$520,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
15,435
shares
|
$520,468
0.52% of portfolio
|
Q4 2022
Added 65.35%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
15,202
shares
|
$512,611
0.11% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
15,162
shares
|
$511,262
0.08% of portfolio
|
Q3 2021
Reduced 1.67%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
15,089
shares
|
$508,801
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
15,061
shares
|
$507,856
0.04% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
14,976
shares
|
$504,990
0.24% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,876
shares
|
$501,618
0.13% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
14,677
shares
|
$494,908
0.11% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
14,546
shares
|
$490,491
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,504
shares
|
$489,074
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,492
shares
|
$488,670
0.19% of portfolio
|
Q3 2023
Reduced 22.9%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
14,471
shares
|
$487,962
0.22% of portfolio
|
Q3 2023
New holding
|