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 1,134 institutions that hold shares in the stock, with a total of 834 Million shares, which have been reported (via 13F filing form) to have a value of $32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
56,562,304
shares
|
$2.17 Billion
4.2% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,829,103
shares
|
$2.1 Billion
0.6% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
38,896,661
shares
|
$1.49 Billion
24.19% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,304,289
shares
|
$1.43 Billion
13.39% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,435,874
shares
|
$668 Million
0.22% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,559,478
shares
|
$597 Million
7.94% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
12,781,699
shares
|
$490 Million
13.05% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
10,742,511
shares
|
$412 Million
13.5% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
10,662,349
shares
|
$409 Million
33.62% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8,924,449
shares
|
$342 Million
56.42% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
8,809,842
shares
|
$338 Million
5.12% of portfolio
|
Q2 2025
Added 108.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,735,571
shares
|
$335 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
8,036,958
shares
|
$308 Million
46.94% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,865,701
shares
|
$302 Million
1.6% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,537,403
shares
|
$289 Million
22.57% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,383,914
shares
|
$283 Million
1.73% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,691,927
shares
|
$257 Million
53.31% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,394,643
shares
|
$245 Million
29.94% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,043,740
shares
|
$232 Million
0.28% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,538,651
shares
|
$212 Million
0.99% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,357,309
shares
|
$205 Million
11.15% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,074,660
shares
|
$195 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
4,964,241
shares
|
$190 Million
30.96% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,942,183
shares
|
$189 Million
20.69% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,833,081
shares
|
$185 Million
0.01% of portfolio
|
Q2 2025
Added 7.12%
|