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 1,154 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 |
|---|---|---|---|---|---|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
2,027,258
shares
|
$78 Million
25.33% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,983,445
shares
|
$76.3 Million
0.37% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
1,942,510
shares
|
$74.7 Million
44.11% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,928,340
shares
|
$74.2 Million
1.89% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
1,888,686
shares
|
$72.6 Million
25.66% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
1,855,317
shares
|
$71.4 Million
43.23% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,849,535
shares
|
$71.1 Million
7.67% of portfolio
|
Q2 2025
Added 68.99%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,843,913
shares
|
$70.9 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,836,971
shares
|
$70.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,811,981
shares
|
$69.7 Million
22.43% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,802,629
shares
|
$69.3 Million
15.24% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
1,788,499
shares
|
$68.8 Million
21.16% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
1,768,165
shares
|
$68 Million
17.92% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
1,760,277
shares
|
$67.7 Million
29.44% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
1,747,982
shares
|
$67.2 Million
21.86% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,744,096
shares
|
$67.1 Million
26.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$66.7 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,732,376
shares
|
$66.6 Million
30.35% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,726,135
shares
|
$66.4 Million
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
1,722,332
shares
|
$66.2 Million
44.4% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,705,395
shares
|
$65.6 Million
1.38% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,695,991
shares
|
$65.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
1,694,279
shares
|
$65.2 Million
39.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,671,031
shares
|
$64.3 Million
22.99% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
1,653,832
shares
|
$63.6 Million
43.82% of portfolio
|
Q3 2025
Added 0.9%
|