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 921 institutions that hold shares in the stock, with a total of 741 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,814,746
shares
|
$63.2 Million
20.93% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,814,452
shares
|
$63.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,792,077
shares
|
$62.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
1,768,953
shares
|
$61.6 Million
24.5% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$60.4 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,695,128
shares
|
$59 Million
25.4% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
1,693,836
shares
|
$59 Million
40.29% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,688,997
shares
|
$58.8 Million
4.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
1,669,408
shares
|
$58.1 Million
21.8% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,654,843
shares
|
$57.6 Million
29.0% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,603,354
shares
|
$55.8 Million
1.5% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,601,068
shares
|
$55.7 Million
16.92% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,598,870
shares
|
$55.7 Million
0.35% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
1,586,959
shares
|
$55.3 Million
30.82% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$55.1 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$55 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,560,596
shares
|
$54.3 Million
12.57% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
1,558,891
shares
|
$54.3 Million
44.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
1,550,174
shares
|
$54 Million
45.93% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
1,528,264
shares
|
$53.2 Million
16.03% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,528,034
shares
|
$53.2 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,524,169
shares
|
$53.1 Million
2.05% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
1,513,522
shares
|
$52.7 Million
26.16% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,502,386
shares
|
$52.3 Million
20.12% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,450,633
shares
|
$50.5 Million
0.18% of portfolio
|
Q3 2024
Added 17.04%
|