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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
1,029,584
shares
|
$40.2 Million
12.94% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
1,017,104
shares
|
$39.7 Million
15.97% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
1,008,702
shares
|
$39.4 Million
22.3% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
975,948
shares
|
$38.1 Million
30.53% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
974,085
shares
|
$38 Million
16.14% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
970,048
shares
|
$37.9 Million
21.08% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
965,159
shares
|
$37.7 Million
1.81% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
946,478
shares
|
$36.9 Million
16.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
940,536
shares
|
$36.7 Million
14.56% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
938,746
shares
|
$36.6 Million
22.92% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
933,719
shares
|
$36.4 Million
14.65% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
928,761
shares
|
$36.2 Million
9.86% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
924,122
shares
|
$36.1 Million
5.11% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
923,746
shares
|
$36 Million
10.36% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
918,611
shares
|
$35.8 Million
6.77% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
914,418
shares
|
$35.7 Million
13.67% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
899,236
shares
|
$35.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
881,293
shares
|
$34.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
880,460
shares
|
$34.4 Million
2.5% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
874,911
shares
|
$34.1 Million
22.31% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
869,540
shares
|
$33.9 Million
4.85% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
858,629
shares
|
$33.5 Million
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
845,551
shares
|
$33 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
844,627
shares
|
$33 Million
4.81% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
840,299
shares
|
$32.8 Million
15.12% of portfolio
|
Q2 2024
Reduced 0.3%
|