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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,562,041
shares
|
$88.8 Million
23.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,552,979
shares
|
$88.5 Million
0.2% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,547,252
shares
|
$88.3 Million
43.71% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
2,539,291
shares
|
$88 Million
41.43% of portfolio
|
Q1 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
2,515,059
shares
|
$87.1 Million
17.33% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,410,102
shares
|
$83.5 Million
7.68% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,350,027
shares
|
$81.4 Million
0.49% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
2,348,393
shares
|
$81.4 Million
14.64% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
2,337,988
shares
|
$81 Million
22.11% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,318,010
shares
|
$80.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
2,313,690
shares
|
$80.2 Million
32.79% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
2,286,883
shares
|
$79.2 Million
25.64% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,260,750
shares
|
$78.3 Million
23.41% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
2,250,125
shares
|
$78 Million
53.73% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,191,114
shares
|
$75.9 Million
2.86% of portfolio
|
Q1 2025
Added 12866.71%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
2,166,873
shares
|
$75.1 Million
15.28% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
2,129,216
shares
|
$73.8 Million
21.98% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
2,127,094
shares
|
$73.7 Million
32.35% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,111,556
shares
|
$73.2 Million
40.9% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,059,636
shares
|
$71.4 Million
1.7% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,057,834
shares
|
$71.3 Million
5.88% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,044,028
shares
|
$70.8 Million
3.08% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,029,383
shares
|
$70.3 Million
28.82% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,022,756
shares
|
$70.1 Million
11.12% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,000,671
shares
|
$69.3 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.29%
|