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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,623,446
shares
|
$62.4 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$60.8 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$60.7 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,565,240
shares
|
$60.2 Million
22.43% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,564,813
shares
|
$60.2 Million
3.34% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,563,677
shares
|
$60.1 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,521,781
shares
|
$58.5 Million
26.03% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
1,503,141
shares
|
$57.8 Million
0.51% of portfolio
|
Q2 2025
Added 1500.09%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,499,464
shares
|
$57.7 Million
9.68% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
1,499,282
shares
|
$57.7 Million
28.79% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,492,982
shares
|
$57.4 Million
0.16% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,465,411
shares
|
$56.4 Million
8.08% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,463,137
shares
|
$56.3 Million
20.03% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$55.7 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,434,639
shares
|
$55.2 Million
0.15% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,428,736
shares
|
$54.9 Million
1.22% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,420,278
shares
|
$54.6 Million
26.29% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,389,280
shares
|
$53.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,383,479
shares
|
$53.2 Million
16.31% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
1,370,394
shares
|
$52.7 Million
21.69% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,359,617
shares
|
$52.3 Million
8.6% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
1,326,442
shares
|
$51 Million
21.93% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
1,311,123
shares
|
$50.4 Million
8.39% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,299,720
shares
|
$50 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
1,274,907
shares
|
$49 Million
23.78% of portfolio
|
Q3 2025
Reduced 2.48%
|