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 1,062 institutions that hold shares in the stock, with a total of 799 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
936,061
shares
|
$31.6 Million
1.85% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
931,555
shares
|
$31.4 Million
14.18% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
919,065
shares
|
$31 Million
12.17% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
913,685
shares
|
$30.8 Million
20.14% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
907,090
shares
|
$30.6 Million
5.43% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
903,227
shares
|
$30.5 Million
9.62% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
895,595
shares
|
$30.2 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
888,650
shares
|
$30 Million
26.12% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
879,895
shares
|
$29.7 Million
4.92% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
875,071
shares
|
$29.5 Million
14.65% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
847,448
shares
|
$28.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$28.3 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
839,984
shares
|
$28.3 Million
14.91% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
838,892
shares
|
$28.3 Million
21.31% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
837,566
shares
|
$28.2 Million
0.08% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
826,758
shares
|
$27.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
820,214
shares
|
$27.7 Million
20.64% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$27.6 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
810,884
shares
|
$27.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
805,473
shares
|
$27.2 Million
24.7% of portfolio
|
Q4 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
803,720
shares
|
$27.1 Million
15.66% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
797,898
shares
|
$26.9 Million
2.25% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
797,137
shares
|
$26.9 Million
7.52% of portfolio
|
Q4 2024
Added 134.83%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
793,778
shares
|
$26.8 Million
13.27% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
780,825
shares
|
$26.3 Million
8.02% of portfolio
|
Q4 2024
Reduced 48.91%
|