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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
1,242,929
shares
|
$43.1 Million
18.1% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,238,291
shares
|
$42.9 Million
11.59% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,229,852
shares
|
$42.6 Million
24.92% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
1,227,069
shares
|
$42.5 Million
14.78% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
1,204,370
shares
|
$41.7 Million
25.17% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
1,194,777
shares
|
$41.4 Million
32.19% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
1,179,209
shares
|
$40.9 Million
12.44% of portfolio
|
Q1 2025
New holding
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
1,167,774
shares
|
$40.5 Million
28.57% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,166,312
shares
|
$40.4 Million
12.19% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,164,953
shares
|
$40.4 Million
9.2% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,162,725
shares
|
$40.3 Million
15.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,151,594
shares
|
$39.9 Million
19.19% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,125,611
shares
|
$39 Million
1.25% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,097,481
shares
|
$38 Million
14.29% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,094,462
shares
|
$37.9 Million
4.5% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,092,444
shares
|
$37.9 Million
24.08% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,083,355
shares
|
$37.5 Million
6.95% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,077,520
shares
|
$37.3 Million
0.35% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,069,610
shares
|
$37.1 Million
12.43% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,042,578
shares
|
$36.1 Million
21.6% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
1,040,633
shares
|
$36.1 Million
34.31% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,030,437
shares
|
$35.7 Million
4.67% of portfolio
|
Q1 2025
Reduced 79.21%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
998,023
shares
|
$34.6 Million
6.69% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
987,498
shares
|
$34.2 Million
15.81% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
976,538
shares
|
$33.8 Million
19.44% of portfolio
|
Q1 2025
Added 6.88%
|