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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,622,336
shares
|
$101 Million
0.54% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,558,691
shares
|
$98.1 Million
40.31% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
2,516,240
shares
|
$96.5 Million
34.03% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,496,805
shares
|
$95.7 Million
17.48% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,486,567
shares
|
$95.3 Million
22.31% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,445,554
shares
|
$93.8 Million
40.81% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,444,459
shares
|
$93.7 Million
22.95% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,397,655
shares
|
$91.9 Million
7.3% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,355,240
shares
|
$90.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,335,241
shares
|
$89.5 Million
0.07% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
2,309,292
shares
|
$88.5 Million
50.47% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
2,300,751
shares
|
$88.2 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
|
$86.7 Million
23.41% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,211,526
shares
|
$84.8 Million
13.94% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,207,897
shares
|
$84.7 Million
4.33% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
2,189,067
shares
|
$83.9 Million
33.31% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
2,151,141
shares
|
$82.5 Million
22.87% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,125,865
shares
|
$81.5 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
|
$81.4 Million
4.68% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
2,094,750
shares
|
$80.3 Million
11.64% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
2,045,117
shares
|
$78.4 Million
40.7% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,044,028
shares
|
$78.4 Million
3.08% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
2,032,769
shares
|
$77.9 Million
23.38% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
2,008,195
shares
|
$77 Million
19.72% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,003,861
shares
|
$76.8 Million
5.38% of portfolio
|
Q2 2025
Reduced 2.62%
|