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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
32,599
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
32,441
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
32,405
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2021
Reduced 7.16%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
32,319
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
32,293
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
32,288
shares
|
$1.24 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
32,274
shares
|
$1.24 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
32,094
shares
|
$1.23 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
31,964
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,898
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 234.36%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
31,121
shares
|
$1.19 Million
0.19% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
31,103
shares
|
$1.19 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
30,825
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
30,589
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
30,402
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
30,274
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
30,235
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
30,042
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
30,034
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
29,645
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2024
Added 9.23%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
29,075
shares
|
$1.11 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
29,062
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
29,036
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
28,962
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
28,757
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 40.84%
|