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 1,155 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,622,336
shares
|
$102 Million
0.54% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,558,691
shares
|
$99.8 Million
40.31% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
2,516,240
shares
|
$98.2 Million
34.03% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,486,567
shares
|
$97 Million
22.31% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,444,459
shares
|
$95.4 Million
22.95% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
2,444,177
shares
|
$95.4 Million
16.51% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,437,171
shares
|
$95.1 Million
40.36% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,397,655
shares
|
$93.6 Million
7.3% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,355,240
shares
|
$91.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,335,241
shares
|
$91.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
2,261,087
shares
|
$88.2 Million
23.6% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,260,750
shares
|
$88.2 Million
23.41% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
2,222,192
shares
|
$86.7 Million
14.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,207,897
shares
|
$86.2 Million
4.33% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
2,177,036
shares
|
$84.9 Million
35.62% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
2,151,141
shares
|
$83.9 Million
22.87% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
2,125,703
shares
|
$82.9 Million
14.97% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,092,128
shares
|
$81.6 Million
5.31% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
2,074,151
shares
|
$80.9 Million
4.36% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
2,070,106
shares
|
$80.8 Million
11.74% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
2,062,909
shares
|
$80.5 Million
25.25% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
2,049,488
shares
|
$80 Million
19.48% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,044,028
shares
|
$79.8 Million
3.08% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
2,035,282
shares
|
$79.4 Million
47.36% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
2,027,760
shares
|
$79.1 Million
40.95% of portfolio
|
Q3 2025
Reduced 0.85%
|