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 967 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
60,750
shares
|
$2.17 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
60,596
shares
|
$2.16 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
60,497
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
59,980
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
59,452
shares
|
$2.12 Million
0.57% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
58,068
shares
|
$2.07 Million
0.49% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
57,781
shares
|
$2.06 Million
0.82% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
57,701
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
57,351
shares
|
$2.05 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
57,169
shares
|
$2.04 Million
0.62% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
56,827
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
55,656
shares
|
$1.99 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
55,446
shares
|
$1.98 Million
0.16% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,399
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,611
shares
|
$1.95 Million
0.69% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
53,085
shares
|
$1.89 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
52,838
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
52,580
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
52,546
shares
|
$1.87 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
52,497
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,361
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
52,046
shares
|
$1.86 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
52,038
shares
|
$1.86 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
51,872
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 264.65%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
51,548
shares
|
$1.84 Million
0.34% of portfolio
|
Q3 2024
Added 0.15%
|