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 1,110 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,562,041
shares
|
$94 Million
23.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,558,691
shares
|
$93.8 Million
40.31% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,552,979
shares
|
$93.6 Million
0.2% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,496,805
shares
|
$91.6 Million
17.48% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,445,554
shares
|
$89.7 Million
40.81% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,444,459
shares
|
$89.6 Million
22.95% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,410,102
shares
|
$88.4 Million
7.68% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,350,027
shares
|
$86.2 Million
0.49% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,318,010
shares
|
$85 Million
0.07% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
2,313,690
shares
|
$84.8 Million
32.79% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
2,300,751
shares
|
$84.4 Million
24.86% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,260,750
shares
|
$82.9 Million
23.41% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
2,250,125
shares
|
$82.5 Million
53.73% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,211,526
shares
|
$81.1 Million
13.94% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,191,114
shares
|
$80.3 Million
2.86% of portfolio
|
Q1 2025
Added 12866.71%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
2,129,216
shares
|
$78.1 Million
21.98% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
2,127,094
shares
|
$78 Million
32.35% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,125,865
shares
|
$78 Million
14.53% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,121,805
shares
|
$77.8 Million
4.68% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,059,636
shares
|
$75.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
2,045,117
shares
|
$75 Million
40.7% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,044,028
shares
|
$75 Million
3.08% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,022,756
shares
|
$74.2 Million
11.12% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
2,008,195
shares
|
$73.6 Million
19.72% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,003,861
shares
|
$73.5 Million
5.38% of portfolio
|
Q2 2025
Reduced 2.62%
|