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 |
|---|---|---|---|---|---|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
1,981,414
shares
|
$72.7 Million
25.16% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
1,979,956
shares
|
$72.6 Million
23.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,962,622
shares
|
$72 Million
44.88% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,920,574
shares
|
$70.4 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,871,794
shares
|
$68.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
1,860,710
shares
|
$68.2 Million
43.45% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,850,414
shares
|
$67.9 Million
0.54% of portfolio
|
Q2 2025
Added 101.3%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,814,819
shares
|
$66.5 Million
2.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,812,543
shares
|
$66.5 Million
14.79% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,807,945
shares
|
$66.3 Million
22.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,801,981
shares
|
$66.1 Million
25.47% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,796,099
shares
|
$65.9 Million
17.23% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
1,743,002
shares
|
$63.9 Million
26.33% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,736,307
shares
|
$63.7 Million
45.17% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,735,187
shares
|
$63.6 Million
17.03% of portfolio
|
Q3 2023
Added 5.72%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,732,376
shares
|
$63.5 Million
30.35% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,726,135
shares
|
$63.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,709,048
shares
|
$62.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
1,704,261
shares
|
$62.5 Million
38.8% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
1,680,450
shares
|
$61.6 Million
21.27% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,671,031
shares
|
$61.3 Million
22.93% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
1,650,556
shares
|
$60.5 Million
28.58% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
1,639,124
shares
|
$60.1 Million
46.85% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,623,446
shares
|
$59.5 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,594,069
shares
|
$58.5 Million
11.71% of portfolio
|
Q1 2025
Added 0.49%
|