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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,136,038
shares
|
$112 Million
1.28% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,113,333
shares
|
$111 Million
1.36% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,111,951
shares
|
$111 Million
23.59% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
3,032,091
shares
|
$108 Million
28.26% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
2,998,798
shares
|
$107 Million
31.78% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
2,976,749
shares
|
$106 Million
2.68% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,957,919
shares
|
$106 Million
32.78% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,952,458
shares
|
$105 Million
39.91% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,926,718
shares
|
$104 Million
24.32% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
2,895,577
shares
|
$103 Million
15.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,874,138
shares
|
$103 Million
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
2,848,350
shares
|
$102 Million
27.63% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,834,248
shares
|
$101 Million
5.68% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
2,750,596
shares
|
$98.1 Million
9.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,737,056
shares
|
$97.6 Million
15.26% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,730,783
shares
|
$97.4 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,684,398
shares
|
$95.8 Million
21.9% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
2,642,184
shares
|
$94.2 Million
22.46% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,550,422
shares
|
$91 Million
0.91% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,533,101
shares
|
$90.4 Million
24.81% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,472,250
shares
|
$88.2 Million
8.55% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,451,782
shares
|
$87.5 Million
3.08% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,403,637
shares
|
$85.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,348,174
shares
|
$83.8 Million
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
2,324,970
shares
|
$82.9 Million
35.88% of portfolio
|
Q4 2024
Reduced 0.18%
|