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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
344,038
shares
|
$12.2 Million
2.8% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
342,425
shares
|
$12.1 Million
6.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
339,698
shares
|
$12 Million
8.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
339,457
shares
|
$12 Million
3.41% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
337,692
shares
|
$12 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
337,043
shares
|
$12 Million
6.1% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
336,672
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
333,287
shares
|
$11.8 Million
3.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
327,813
shares
|
$11.6 Million
2.94% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
326,748
shares
|
$11.6 Million
0.71% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
318,939
shares
|
$11.3 Million
7.38% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
316,917
shares
|
$11.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
310,595
shares
|
$11 Million
7.94% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
307,468
shares
|
$10.9 Million
3.16% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
302,607
shares
|
$10.7 Million
1.33% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
302,298
shares
|
$10.7 Million
3.22% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
301,204
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
300,000
shares
|
$10.6 Million
3.37% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,470
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2023
Added 4.44%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
291,852
shares
|
$10.4 Million
8.83% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
290,297
shares
|
$10.3 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
290,297
shares
|
$10.3 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
289,157
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
287,508
shares
|
$10.2 Million
7.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
286,816
shares
|
$10.2 Million
7.97% of portfolio
|
Q3 2024
Added 6.69%
|