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 928 institutions that hold shares in the stock, with a total of 743 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
2,329,182
shares
|
$82.6 Million
37.88% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,289,498
shares
|
$81.2 Million
15.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,260,750
shares
|
$80.2 Million
23.41% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,162,157
shares
|
$76.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
2,154,170
shares
|
$76.4 Million
25.36% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
2,142,200
shares
|
$76 Million
43.79% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,132,937
shares
|
$75.7 Million
31.1% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
2,125,324
shares
|
$75.4 Million
42.66% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,118,571
shares
|
$75.1 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,114,157
shares
|
$75 Million
0.17% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
2,071,915
shares
|
$73.5 Million
24.64% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
2,069,934
shares
|
$73.4 Million
11.99% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,047,599
shares
|
$72.6 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,007,942
shares
|
$71.2 Million
8.92% of portfolio
|
Q3 2024
Added 115.85%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
1,995,584
shares
|
$70.8 Million
15.32% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,956,335
shares
|
$69.4 Million
5.38% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,931,128
shares
|
$68.5 Million
0.23% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,929,916
shares
|
$68.5 Million
5.9% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,925,725
shares
|
$68.3 Million
23.47% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,912,253
shares
|
$67.8 Million
22.89% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
1,906,971
shares
|
$67.6 Million
44.79% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,866,160
shares
|
$66.2 Million
45.7% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,850,010
shares
|
$65.6 Million
15.04% of portfolio
|
Q3 2024
Added 343.81%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
1,836,749
shares
|
$65.1 Million
18.68% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,831,192
shares
|
$65 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.02%
|