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 1,063 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 $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,262,699
shares
|
$1.9 Billion
0.66% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
46,498,436
shares
|
$1.54 Billion
3.97% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
37,575,502
shares
|
$1.24 Billion
25.73% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.24 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,164,170
shares
|
$601 Million
0.26% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
16,090,152
shares
|
$533 Million
10.16% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,595,895
shares
|
$351 Million
14.43% of portfolio
|
Q4 2024
Added 20.32%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
10,493,110
shares
|
$347 Million
15.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,282,671
shares
|
$340 Million
0.52% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,718,387
shares
|
$322 Million
36.35% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
9,128,342
shares
|
$302 Million
58.49% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,819,732
shares
|
$292 Million
2.48% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,976,206
shares
|
$264 Million
2.78% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$250 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,498,771
shares
|
$248 Million
49.09% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,382,295
shares
|
$244 Million
57.39% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,641,206
shares
|
$220 Million
32.5% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,281,462
shares
|
$208 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,067,932
shares
|
$201 Million
28.64% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
5,551,570
shares
|
$184 Million
11.88% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,363,687
shares
|
$178 Million
6.36% of portfolio
|
Q4 2024
Added 118.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
5,301,189
shares
|
$176 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,168,207
shares
|
$171 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,020,164
shares
|
$166 Million
22.08% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
4,957,512
shares
|
$164 Million
22.98% of portfolio
|
Q4 2024
Reduced 1.69%
|