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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
353,940
shares
|
$13.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
348,025
shares
|
$13.3 Million
5.4% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
347,846
shares
|
$13.3 Million
0.12% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
339,698
shares
|
$13 Million
8.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
336,024
shares
|
$12.9 Million
2.8% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
331,926
shares
|
$12.7 Million
1.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
329,939
shares
|
$12.6 Million
3.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
328,093
shares
|
$12.6 Million
5.56% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
327,702
shares
|
$12.6 Million
7.86% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
324,443
shares
|
$12.4 Million
0.37% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
319,580
shares
|
$12.3 Million
7.76% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
315,289
shares
|
$12.1 Million
7.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
314,456
shares
|
$12.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
308,301
shares
|
$11.8 Million
1.07% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
307,505
shares
|
$11.8 Million
1.43% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
303,661
shares
|
$11.6 Million
0.93% of portfolio
|
Q2 2025
Added 33.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
303,303
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
302,298
shares
|
$11.6 Million
3.74% of portfolio
|
Q1 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
301,919
shares
|
$11.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
301,461
shares
|
$11.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
300,211
shares
|
$11.5 Million
1.27% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
299,996
shares
|
$11.5 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
298,484
shares
|
$11.4 Million
1.09% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
298,470
shares
|
$11.4 Million
0.05% of portfolio
|
Q2 2023
Added 4.44%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
295,357
shares
|
$11.3 Million
1.81% of portfolio
|
Q2 2025
Added 1517.07%
|