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 |
---|---|---|---|---|---|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,813,209
shares
|
$185 Million
7.19% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,796,300
shares
|
$184 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
4,672,759
shares
|
$179 Million
16.48% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,582,188
shares
|
$176 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,513,314
shares
|
$173 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,341,699
shares
|
$166 Million
2.83% of portfolio
|
Q2 2025
Added 0.06%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,250,015
shares
|
$163 Million
13.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,190,962
shares
|
$161 Million
31.46% of portfolio
|
Q2 2025
Added 4.7%
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,186,694
shares
|
$161 Million
11.14% of portfolio
|
Q2 2025
Added 5.48%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,180,504
shares
|
$160 Million
12.11% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,094,600
shares
|
$157 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
4,080,082
shares
|
$156 Million
19.54% of portfolio
|
Q2 2025
Added 47.14%
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
4,043,598
shares
|
$155 Million
25.63% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,997,319
shares
|
$153 Million
10.01% of portfolio
|
Q2 2025
Added 2.82%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
3,946,463
shares
|
$151 Million
13.23% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,901,103
shares
|
$150 Million
17.24% of portfolio
|
Q2 2025
Added 6.65%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,744,938
shares
|
$144 Million
0.2% of portfolio
|
Q2 2025
Added 5.52%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,664,626
shares
|
$141 Million
19.83% of portfolio
|
Q2 2025
Added 2.22%
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
3,592,902
shares
|
$138 Million
61.06% of portfolio
|
Q2 2025
Added 1.7%
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,587,028
shares
|
$138 Million
35.38% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,537,788
shares
|
$136 Million
6.4% of portfolio
|
Q2 2025
Added 6.7%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,523,004
shares
|
$135 Million
1.51% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
3,509,007
shares
|
$135 Million
36.51% of portfolio
|
Q2 2025
Added 2.13%
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
3,494,353
shares
|
$134 Million
31.29% of portfolio
|
Q2 2025
Added 0.42%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,400,504
shares
|
$130 Million
0.67% of portfolio
|
Q2 2025
Reduced 12.59%
|