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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$54.8 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$54.7 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,551,020
shares
|
$53.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
1,510,819
shares
|
$52.3 Million
25.38% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
1,502,359
shares
|
$52.1 Million
28.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,469,214
shares
|
$50.9 Million
0.41% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,458,834
shares
|
$50.5 Million
18.33% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$50.2 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,439,334
shares
|
$49.9 Million
21.39% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
1,435,007
shares
|
$49.7 Million
27.52% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,430,630
shares
|
$49.6 Million
3.07% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,411,916
shares
|
$48.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
1,406,225
shares
|
$48.7 Million
22.53% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,388,868
shares
|
$48.1 Million
1.29% of portfolio
|
Q1 2025
Added 96.46%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,383,743
shares
|
$47.9 Million
7.66% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,368,320
shares
|
$47.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
1,348,788
shares
|
$46.7 Million
18.32% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,326,055
shares
|
$45.9 Million
20.06% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,308,379
shares
|
$45.3 Million
8.73% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
1,299,415
shares
|
$45 Million
16.94% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,267,864
shares
|
$43.9 Million
27.26% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,259,342
shares
|
$43.6 Million
8.68% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,258,578
shares
|
$43.6 Million
21.52% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,253,292
shares
|
$43.4 Million
7.99% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,250,893
shares
|
$43.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.51%
|