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 928 institutions that hold shares in the stock, with a total of 743 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
464,196
shares
|
$16.5 Million
4.25% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
462,020
shares
|
$16.4 Million
1.07% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
458,418
shares
|
$16.3 Million
0.29% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
455,627
shares
|
$16.2 Million
0.18% of portfolio
|
Q3 2023
Added 2.61%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
452,154
shares
|
$16 Million
2.53% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
442,833
shares
|
$15.7 Million
7.96% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
425,452
shares
|
$15.1 Million
14.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
424,342
shares
|
$15.1 Million
1.3% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
421,837
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
415,653
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
411,927
shares
|
$14.6 Million
3.85% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
410,241
shares
|
$14.6 Million
11.89% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
406,848
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Added 51.7%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
402,232
shares
|
$14.3 Million
12.21% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
402,007
shares
|
$14.3 Million
8.72% of portfolio
|
Q3 2024
Reduced 53.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
395,689
shares
|
$14 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
395,028
shares
|
$14 Million
7.92% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
385,302
shares
|
$13.7 Million
0.63% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
378,837
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
375,601
shares
|
$13.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
369,928
shares
|
$13.1 Million
9.8% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
368,139
shares
|
$13.1 Million
0.71% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
355,740
shares
|
$12.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
346,624
shares
|
$12.3 Million
0.18% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
345,842
shares
|
$12.3 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.06%
|