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 930 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
28,218
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 0.28%
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,110
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
27,866
shares
|
$998,717
0.08% of portfolio
|
Q3 2022
Added 7.6%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
27,780
shares
|
$995,635
0.2% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
27,731
shares
|
$993,879
0.03% of portfolio
|
Q3 2024
Added 125.53%
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
27,257
shares
|
$976,890
0.09% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
26,986
shares
|
$967,178
0.03% of portfolio
|
Q3 2024
New holding
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
26,893
shares
|
$963,845
0.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
26,845
shares
|
$962,124
0.06% of portfolio
|
Q1 2023
New holding
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
26,773
shares
|
$959,544
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,450
shares
|
$947,968
0.24% of portfolio
|
Q2 2023
New holding
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
26,443
shares
|
$947,717
0.01% of portfolio
|
Q3 2024
Added 8.35%
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,321
shares
|
$943,344
0.01% of portfolio
|
Q3 2024
Added 55.3%
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
25,826
shares
|
$925,603
0.14% of portfolio
|
Q3 2024
Added 12.32%
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,782
shares
|
$924,026
0.21% of portfolio
|
Q3 2024
Added 96.3%
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
25,646
shares
|
$919,152
0.17% of portfolio
|
Q2 2022
New holding
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,446
shares
|
$911,984
0.26% of portfolio
|
Q4 2024
Added 15.77%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,327
shares
|
$907,719
0.02% of portfolio
|
Q3 2022
Reduced 70.71%
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
25,197
shares
|
$903,060
0.02% of portfolio
|
Q3 2024
Added 40.77%
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,195
shares
|
$902,988
0.17% of portfolio
|
Q2 2022
New holding
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
25,188
shares
|
$902,737
0.25% of portfolio
|
Q2 2021
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
25,156
shares
|
$901,591
0.51% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
24,912
shares
|
$892,846
0.09% of portfolio
|
Q2 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
24,908
shares
|
$892,702
0.02% of portfolio
|
Q3 2024
Added 54.75%
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,838
shares
|
$890,193
0.32% of portfolio
|
Q4 2023
New holding
|