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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
828,382
shares
|
$28.7 Million
13.77% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
820,214
shares
|
$28.4 Million
20.64% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$28.4 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
810,884
shares
|
$28.1 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
806,724
shares
|
$28 Million
18.84% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
806,677
shares
|
$28 Million
2.18% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
795,438
shares
|
$27.6 Million
7.23% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
777,130
shares
|
$26.9 Million
20.1% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
774,592
shares
|
$26.8 Million
7.25% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
769,895
shares
|
$26.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
766,235
shares
|
$26.6 Million
13.43% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
757,053
shares
|
$26.2 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
753,724
shares
|
$26.1 Million
10.37% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
744,697
shares
|
$25.8 Million
2.62% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
738,468
shares
|
$25.6 Million
7.72% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
735,098
shares
|
$25.5 Million
18.49% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
734,756
shares
|
$25.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
732,268
shares
|
$25.4 Million
9.69% of portfolio
|
Q2 2022
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
725,748
shares
|
$25.1 Million
12.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
711,456
shares
|
$24.7 Million
0.25% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
705,923
shares
|
$24.5 Million
12.29% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
703,021
shares
|
$24.4 Million
15.07% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
702,362
shares
|
$24.3 Million
12.5% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
700,115
shares
|
$24.3 Million
23.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
700,076
shares
|
$24.3 Million
20.48% of portfolio
|
Q1 2025
Added 19.52%
|