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 |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
974,479
shares
|
$33.8 Million
23.2% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
973,756
shares
|
$33.7 Million
13.39% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
958,702
shares
|
$33.2 Million
0.77% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
955,580
shares
|
$33.1 Million
1.8% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
952,005
shares
|
$33 Million
0.06% of portfolio
|
Q1 2025
Reduced 53.08%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
947,336
shares
|
$32.8 Million
16.49% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
932,209
shares
|
$32.3 Million
6.49% of portfolio
|
Q1 2025
Added 10981.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
923,974
shares
|
$32 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
923,973
shares
|
$32 Million
11.25% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
919,235
shares
|
$31.9 Million
0.26% of portfolio
|
Q1 2025
Added 3392.4%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
913,854
shares
|
$31.7 Million
8.45% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
910,085
shares
|
$31.5 Million
23.41% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
908,297
shares
|
$31.5 Million
15.12% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
896,019
shares
|
$31 Million
5.86% of portfolio
|
Q1 2025
Reduced 67.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
893,578
shares
|
$31 Million
4.78% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
881,758
shares
|
$30.6 Million
9.78% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
856,169
shares
|
$29.7 Million
22.76% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
854,806
shares
|
$29.6 Million
19.71% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
854,417
shares
|
$29.6 Million
0.05% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
851,168
shares
|
$29.5 Million
0.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
849,597
shares
|
$29.4 Million
13.48% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
842,968
shares
|
$29.2 Million
2.56% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$29.1 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
840,236
shares
|
$29.1 Million
13.71% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
832,928
shares
|
$28.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.71%
|