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 1,154 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 |
|---|---|---|---|---|---|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
840,212
shares
|
$32.3 Million
19.46% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
828,444
shares
|
$31.9 Million
21.5% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
820,893
shares
|
$31.6 Million
2.29% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
819,982
shares
|
$31.5 Million
20.87% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
819,891
shares
|
$31.5 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
816,072
shares
|
$31.4 Million
13.08% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
809,620
shares
|
$31.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
807,630
shares
|
$31.1 Million
7.45% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Oct 06, 2025 Q3 2025 |
790,195
shares
|
$30.4 Million
17.98% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
772,386
shares
|
$29.7 Million
13.77% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
769,280
shares
|
$29.6 Million
21.82% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
761,910
shares
|
$29.3 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
761,703
shares
|
$29.3 Million
10.15% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
758,644
shares
|
$29.2 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
758,345
shares
|
$29.2 Million
0.02% of portfolio
|
Q2 2025
Added 53.9%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
758,138
shares
|
$29.2 Million
15.0% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
746,636
shares
|
$28.7 Million
4.06% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
744,592
shares
|
$28.6 Million
24.41% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
744,508
shares
|
$28.6 Million
6.46% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
741,701
shares
|
$28.5 Million
19.79% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
738,468
shares
|
$28.4 Million
7.72% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
734,033
shares
|
$28.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
732,268
shares
|
$28.2 Million
9.69% of portfolio
|
Q2 2022
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
725,921
shares
|
$27.9 Million
3.36% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
725,156
shares
|
$27.9 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.31%
|