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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,985,073
shares
|
$68.8 Million
20.89% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
1,979,956
shares
|
$68.6 Million
23.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,962,622
shares
|
$68 Million
44.88% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,940,397
shares
|
$67.2 Million
4.66% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
1,916,425
shares
|
$66.4 Million
24.69% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,903,820
shares
|
$66 Million
43.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,871,794
shares
|
$64.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,814,819
shares
|
$62.9 Million
2.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,807,945
shares
|
$62.6 Million
22.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,801,981
shares
|
$62.4 Million
25.47% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,796,099
shares
|
$62.2 Million
17.23% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
1,743,002
shares
|
$60.4 Million
26.33% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,736,890
shares
|
$60.2 Million
13.71% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$60.1 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,726,135
shares
|
$59.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,709,048
shares
|
$59.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,683,597
shares
|
$58.3 Million
44.55% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
1,680,450
shares
|
$58.2 Million
21.27% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
1,654,632
shares
|
$57.3 Million
38.29% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
1,653,037
shares
|
$57.3 Million
32.47% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
1,650,556
shares
|
$57.2 Million
28.58% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
1,624,519
shares
|
$56.3 Million
46.94% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,623,446
shares
|
$56.3 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
1,599,936
shares
|
$55.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,594,069
shares
|
$55.2 Million
11.71% of portfolio
|
Q1 2025
Added 0.49%
|