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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,581,833
shares
|
$60.6 Million
29.75% of portfolio
|
Q4 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,580,725
shares
|
$60.6 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,578,298
shares
|
$60.5 Million
3.31% of portfolio
|
Q3 2022
Added 15.1%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,568,588
shares
|
$60.1 Million
11.16% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,564,813
shares
|
$60 Million
3.34% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
1,507,338
shares
|
$57.8 Million
25.68% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
1,503,141
shares
|
$57.6 Million
0.51% of portfolio
|
Q2 2025
Added 1500.09%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
1,499,282
shares
|
$57.5 Million
28.79% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,492,982
shares
|
$57.2 Million
0.16% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,476,824
shares
|
$56.6 Million
22.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,465,411
shares
|
$56.2 Million
8.08% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,463,137
shares
|
$56.1 Million
20.03% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,448,051
shares
|
$55.5 Million
12.24% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,434,639
shares
|
$55 Million
0.15% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,428,736
shares
|
$54.8 Million
1.22% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,420,278
shares
|
$54.5 Million
26.29% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
1,404,950
shares
|
$53.9 Million
17.92% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,389,280
shares
|
$53.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,385,700
shares
|
$53.1 Million
17.5% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
1,370,394
shares
|
$52.5 Million
21.69% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,352,041
shares
|
$51.8 Million
8.59% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
1,317,429
shares
|
$50.5 Million
21.94% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,310,513
shares
|
$50.2 Million
8.34% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
1,307,267
shares
|
$50.1 Million
24.69% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,299,720
shares
|
$49.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.54%
|